Parcion Private Wealth LLC Has $38.68 Million Stock Holdings in Microsoft Corporation $MSFT

Parcion Private Wealth LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 2.6% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 74,671 shares of the software giant’s stock after buying an additional 1,912 shares during the period. Microsoft accounts for approximately 2.4% of Parcion Private Wealth LLC’s investment portfolio, making the stock its 13th largest holding. Parcion Private Wealth LLC’s holdings in Microsoft were worth $38,676,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC lifted its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares during the period. Bulwark Capital Corp acquired a new position in shares of Microsoft during the 2nd quarter worth about $32,000. Westend Capital Management LLC increased its stake in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares during the last quarter. LSV Asset Management acquired a new stake in shares of Microsoft in the 4th quarter valued at approximately $44,000. Finally, University of Illinois Foundation bought a new position in Microsoft during the 2nd quarter worth approximately $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on MSFT shares. BMO Capital Markets cut their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a report on Thursday, October 30th. Cowen reaffirmed a “buy” rating on shares of Microsoft in a research note on Friday, October 24th. Robert W. Baird started coverage on Microsoft in a report on Friday, November 14th. They set an “outperform” rating and a $600.00 target price on the stock. KeyCorp restated an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. Finally, Rothschild Redb cut Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $631.03.

Microsoft Stock Up 0.1%

NASDAQ:MSFT opened at $487.54 on Wednesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a market capitalization of $3.62 trillion, a price-to-earnings ratio of 34.68, a price-to-earnings-growth ratio of 1.82 and a beta of 1.07. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The stock’s 50 day moving average price is $495.96 and its two-hundred day moving average price is $504.01.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter last year, the firm posted $3.30 EPS. The company’s quarterly revenue was up 18.4% on a year-over-year basis. Equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Insider Buying and Selling

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

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: CEO-led shakeup to accelerate AI execution — reports say Satya Nadella reorganized senior leadership to inject urgency into Microsoft’s AI push, a move investors view as supportive for faster Copilot/Azure monetization. Microsoft CEO Injects ‘Sense of Urgency’ Into AI Efforts
• Positive Sentiment: Wall Street bullish on 2026 AI upside — several analyst notes and forecasts point to a large AI-driven revenue lift (one headline cites a ~30% upside scenario), supporting investor optimism about multiple expansion if AI monetization becomes visible. Microsoft Stock Forecast: Why Wall Street Sees a 30% AI-Fueled Jump for MSFT in 2026
• Positive Sentiment: Copilot / Dynamics 365 & Azure adoption remain tangible growth levers — Dynamics 365 and Copilot adoption are cited as drivers of enterprise seat upgrades and cloud consumption, underpinning recurring revenue and higher ARPU potential. Can Microsoft Stock Rally on Dynamics 365 Business Applications?
• Positive Sentiment: Xbox Cloud Gaming exits beta — cloud gaming availability for Game Pass subscribers can broaden engagement and recurring revenue in Microsoft’s gaming segment (service-led monetization vs. one-time hardware cycles). Microsoft Corporation (MSFT) Announces Availability of Xbox Cloud Gaming
• Neutral Sentiment: Policy and hiring tailwinds — new federal bill (AI Talent Act) aims to streamline AI hiring across agencies; long term this could ease talent constraints for cloud/AI vendors but has limited near-term revenue impact. New Bill: Representative Sara Jacobs introduces H.R. 6573: AI Talent Act
• Neutral Sentiment: ESG recognition may broaden buyer base — Microsoft shows up on 2026 ESG stock lists, which can attract allocation from sustainability-focused funds but is not a primary earnings driver. 3 ESG Stocks to Add to Your Portfolio for Sustainable Returns in 2026
• Negative Sentiment: High AI capex and spending scrutiny — analysts are questioning whether massive AI investments across the Magnificent Seven will pressure free cash flow and near-term margins; this keeps upside tied to visible monetization of AI features. Buy Stock in the Mag 7 Hyperscalers or Are They Spending Too Much?
• Negative Sentiment: Hardware supply issues risk gaming timing — “RAMpocalypse” reports indicate potential delays for next-gen consoles, which could push Xbox hardware revenue further out (though Microsoft’s services exposure cushions the impact). What the RAMpocalypse Means for Sony’s PlayStation 6 & Microsoft’s (MSFT) Next Xbox

Microsoft Company 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).