Parkwoods Wealth Partners LLC Has $2.63 Million Holdings in Microsoft Corporation $MSFT

Parkwoods Wealth Partners LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 29.9% during the third quarter, HoldingsChannel reports. The fund owned 5,076 shares of the software giant’s stock after buying an additional 1,167 shares during the period. Microsoft comprises about 0.9% of Parkwoods Wealth Partners LLC’s investment portfolio, making the stock its 15th largest position. Parkwoods Wealth Partners LLC’s holdings in Microsoft were worth $2,629,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares in the last quarter. Bulwark Capital Corp acquired a new position in Microsoft during the 2nd quarter worth approximately $32,000. Westend Capital Management LLC grew its stake in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares in the last quarter. University of Illinois Foundation acquired a new stake in shares of Microsoft in the second quarter valued at approximately $50,000. Finally, LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter worth $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

NASDAQ:MSFT opened at $487.10 on Tuesday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The firm has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 34.64, a P/E/G ratio of 1.83 and a beta of 1.07. The stock’s 50 day moving average price is $496.56 and its two-hundred day moving average price is $503.92. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The business had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. During the same period in the previous year, the firm earned $3.30 EPS. The firm’s revenue was up 18.4% compared to the same quarter last year. On average, analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is presently 25.89%.

Key Stores Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Billionaire buying: Two wealthy investors have recently increased Microsoft positions, a signal some see as smart-money support ahead of 2026 — this can attract other investors. 2 Billionaires Just Loaded Up on Microsoft Stock. Do They Know Something We Don’t for 2026?
• Positive Sentiment: Dynamics 365 / Copilot momentum: Dynamics 365 business-app revenues rose rapidly (AI Copilot adoption cited), making enterprise software a clear near-term revenue catalyst for Azure and services. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Positive Sentiment: Wall Street / analyst bull case on AI: Multiple analysts (Wedbush, Morningstar) and commentators list MSFT among top AI winners heading into 2026 — supporting a thematic, structural bull case for Azure, AI services and enterprise adoption. The 5 AI stocks Dan Ives thinks will define 2026
• Positive Sentiment: Product traction: Microsoft’s “Gaming Copilot” earned praise as genuinely useful — product wins help monetize AI across consumer and gaming segments even as the stock moved independently. “Gaming Copilot” Proves “Genuinely Useful.” Microsoft Stock (NASDAQ:MSFT) Slips Anyway
• Neutral Sentiment: Ecosystem/partnership news: Large infrastructure deals (e.g., reported $9.7B partnership mentions with AI infrastructure providers) highlight growing cloud demand and energy/infrastructure implications for Azure capacity. Iris Energy Limited Stock (IREN) Opinions on AI Strategy and Microsoft Partnership
• Negative Sentiment: Capex scrutiny: Analysts and commentators are questioning whether the Mag-7 hyperscalers (including MSFT) are over-investing in AI infrastructure — heavy spending raises execution and margin-transformation risk if returns take longer than expected. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: “Curse” narrative / OpenAI tie risk: Coverage suggests Microsoft’s close OpenAI relationship is a double-edged sword — while it fuels growth, investors worry about concentration, valuation multiples and governance/PR issues that could cap the stock’s upside. Microsoft’s business is on fire. So how can its stock break from its curse?
• Negative Sentiment: Reputational/regulatory noise: Miscellaneous headlines (policy/critic comments, platform-label requirements) add short-term sentiment volatility but are unlikely to change fundamentals. META, PINS, SNAP: New York Orders Social Media Giants to Add Mental Health Warning Labels to Services

Insider Transactions at Microsoft

In related news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the sale, the insider owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 54,100 shares of company stock worth $27,598,872. 0.03% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. Morgan Stanley raised their target price on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Cantor Fitzgerald set a $639.00 target price on Microsoft in a research report on Thursday, October 30th. Daiwa Capital Markets reduced their price target on Microsoft from $640.00 to $630.00 and set a “buy” rating for the company in a research report on Friday, November 7th. Redburn Partners set a $560.00 price target on Microsoft in a research note on Wednesday, October 22nd. Finally, Jefferies Financial Group reiterated a “buy” rating and set a $675.00 price objective on shares of Microsoft in a research note on Wednesday, December 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $631.03.

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).