Plancorp LLC Lowers Position in Microsoft Corporation $MSFT

Plancorp LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.3% during the 3rd quarter, Holdings Channel.com reports. The fund owned 35,697 shares of the software giant’s stock after selling 2,389 shares during the period. Microsoft accounts for about 0.6% of Plancorp LLC’s portfolio, making the stock its 24th biggest position. Plancorp LLC’s holdings in Microsoft were worth $18,489,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted 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 worth $29,000 after buying an additional 20 shares during the last quarter. Bulwark Capital Corp bought a new stake in Microsoft during the second quarter worth $32,000. Westend Capital Management LLC lifted its holdings in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after acquiring an additional 58 shares during the period. University of Illinois Foundation bought a new position in Microsoft in the 2nd quarter valued at $50,000. Finally, LSV Asset Management purchased a new stake in shares of Microsoft during the 4th quarter valued at $44,000. Institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Broad Wall Street bullishness: dozens of analysts rate MSFT a buy, with a recent median price target near $639 — supporting upside expectations and helping underpin demand from institutional investors. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
• Positive Sentiment: AI-driven upside: multiple forecasts (including a 30% upside scenario) and analyst narrative center on Copilot/Azure AI monetization as the primary catalyst for revenue and multiple expansion in 2026. Investors buying AI growth stories may support the stock. Microsoft stock forecast: Why AI keeps 30% upside on the table for MSFT in 2026
• Positive Sentiment: Street narratives argue Microsoft could reach ~$5 trillion market value if AI monetization, Azure traction and margin expansion continue — a storyline that attracts long-term growth investors. Why analysts think this company could touch $5 trillion valuation in early 2026
• Neutral Sentiment: Mixed positioning and ownership flows: large institutional rebalances are visible — some firms (e.g., UBS and BlackRock) added material shares while others trimmed — meaning volume/flow dynamics can cause short-term volatility even as the long-term story remains intact. Microsoft Stock (MSFT) Opinions on AI and Cloud Expansion
• Neutral Sentiment: “Lagging the market” vs. moat debate: commentary notes MSFT underperformed the S&P in 2025 but highlights entrenched enterprise switching costs and recurring revenue that can stabilize the stock — impact depends on execution and visible Copilot monetization. Microsoft Is Lagging the Market—But Its Moat May Matter More in 2026
• Negative Sentiment: Insider selling and valuation concerns: recent data shows notable insider sales and recurring investor questions about MSFT’s premium multiple and heavy AI capex — these factors can pressure the stock if investors want clearer, near-term proof of AI revenue gains. Microsoft Stock (MSFT) Opinions on AI and Cloud Expansion
• Negative Sentiment: Competition and macro/flow risks: escalating AI buildouts from rivals (e.g., xAI/others) and the company’s large near-term capex plan raise investor scrutiny on timing of returns — any slowdown in visible AI monetization or broader market rotations can drive further weakness. Elon Musk Says xAI Purchased Third Building For Massive AI Expansion

Microsoft Stock Down 0.8%

MSFT opened at $483.62 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market cap of $3.59 trillion, a PE ratio of 34.40, a price-to-earnings-growth ratio of 1.81 and a beta of 1.07. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. The company has a 50 day moving average of $494.48 and a 200 day moving average of $503.72.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (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 business had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter in the previous year, the firm posted $3.30 EPS. The business’s revenue for the quarter was up 18.4% compared to the same quarter last year. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio is 25.89%.

Insiders Place Their Bets

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This represents a 4.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,100 shares of company stock worth $27,598,872 in the last quarter. 0.03% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on MSFT shares. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Melius Research lifted their price objective on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. KeyCorp reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, October 30th. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a research note on Wednesday, November 19th. Finally, DA Davidson reiterated a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a research note on Thursday, December 4th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $631.03.

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).