Bartlett & CO. Wealth Management LLC Has $471.47 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Bartlett & CO. Wealth Management LLC trimmed its Microsoft stake by 0.6% to 974,883 shares, worth $471.47 million, making MSFT about 6.2% of the firm's holdings and its largest position.
• Microsoft beat expectations in the latest quarter with $4.14 EPS versus $3.86 expected and $81.27 billion in revenue (up 16.7% year‑over‑year); analysts project about $16.54 in EPS for the current fiscal year.
• Market context: MSFT has a market cap of $3.19 trillion and a P/E of 26.84, pays a $0.91 quarterly dividend (0.8% yield), and holds a consensus rating of "Moderate Buy" with an average target of $563.72.

Bartlett & CO. Wealth Management LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 974,883 shares of the software giant's stock after selling 6,082 shares during the quarter. Microsoft makes up approximately 6.2% of Bartlett & CO. Wealth Management LLC's holdings, making the stock its biggest position. Bartlett & CO. Wealth Management LLC's holdings in Microsoft were worth $471,472,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in MSFT. IRON Financial LLC increased its stake in Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after purchasing an additional 1,225 shares during the period. PMG Family Office LLC purchased a new stake in Microsoft in the third quarter worth $828,000. Trifecta Capital Advisors LLC increased its holdings in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after purchasing an additional 1,572 shares during the period. TD Waterhouse Canada Inc. increased its holdings in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after purchasing an additional 9,700 shares during the period. Finally, Weaver Capital Management LLC increased its holdings in Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock worth $9,499,000 after purchasing an additional 2,247 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of MSFT stock opened at $429.25 on Wednesday. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The stock's 50-day moving average is $394.60 and its 200 day moving average is $448.82. The company has a market cap of $3.19 trillion, a P/E ratio of 26.84, a PEG ratio of 1.60 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts' consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter last year, the company earned $3.23 earnings per share. The firm's revenue for the quarter was up 16.7% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 16.54 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio (DPR) is presently 22.76%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. HSBC raised their price target on Microsoft from $588.00 to $593.00 and gave the company a "buy" rating in a research note on Tuesday. Weiss Ratings lowered Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. DA Davidson restated a "buy" rating and set a $650.00 price target on shares of Microsoft in a research note on Thursday, January 29th. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, Scotiabank cut their price target on Microsoft from $650.00 to $600.00 and set a "sector outperform" rating on the stock in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $563.72.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will roll Copilot out to all ~743,000 employees, a large enterprise deployment that should accelerate Copilot monetization and Azure consumption. Accenture to roll out Copilot
• Positive Sentiment: Several brokerages and analysts reiterated buy/outperform ratings or raised targets (TD Cowen, HSBC, RBC, Barclays, Benchmark among them), signaling continued Wall Street support that helps limit downside after recent volatility. Analyst ratings update
• Positive Sentiment: Notable value buyer Michael Burry disclosed a new MSFT stake, a high‑profile contrarian buy that can attract other bargain hunters and provide technical support. Michael Burry buys MSFT
• Neutral Sentiment: Microsoft reports fiscal Q3 results after the close Wednesday; previews highlight Azure growth and Copilot monetization as the key levers — earnings could spark a sharp intraday move either way. Earnings preview
• Neutral Sentiment: Market commentary urges a “reset” narrative: some strategists say the cloud / AI story remains intact but investors need clearer evidence of durable margin and revenue inflection from Copilot/Azure. MarketWatch reset note
• Negative Sentiment: Microsoft agreed to stop paying OpenAI a revenue share and to make its IP license non‑exclusive — the change removes some strategic advantages, triggered an earlier share pullback and raises long‑term competitive uncertainty for Azure. Seeking Alpha on revenue share end
• Negative Sentiment: OpenAI models began appearing on Amazon Bedrock and the updated pact allows hosting on rival clouds, increasing competition for AI workloads and data‑center demand away from Microsoft. OpenAI on Amazon Bedrock
• Negative Sentiment: Regulatory and legal risks are rising — the Musk v. Altman/OpenAI trial and EU moves to target cloud/AI competition could create headline risk and potential business constraints for Microsoft. EU rules on cloud/AI

Insider Transactions at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director John W. Stanton acquired 5,000 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company's stock, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by company insiders.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.