Frank Rimerman Advisors LLC Has $59.42 Million Position in Microsoft Corporation $MSFT

Key Points

• Frank Rimerman Advisors LLC increased its Microsoft stake 1.5% to 122,864 shares, valued at about $59.42 million, making MSFT roughly 3.8% of its portfolio and its fifth-largest holding.
• Other large institutional moves — notably by Norges Bank, Nuveen, UBS and Northern Trust — helped institutional ownership reach about 71.13% of Microsoft stock.
• Microsoft recently beat Q3 earnings and revenue, carries a MarketBeat consensus rating of "Moderate Buy" with a $586.26 price target, and announced a quarterly dividend of $0.91 (1.0% yield).

Frank Rimerman Advisors LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 122,864 shares of the software giant's stock after purchasing an additional 1,831 shares during the period. Microsoft comprises about 3.8% of Frank Rimerman Advisors LLC's investment portfolio, making the stock its 5th biggest holding. Frank Rimerman Advisors LLC's holdings in Microsoft were worth $59,419,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of MSFT. Norges Bank bought a new stake in shares of Microsoft in the 2nd quarter worth $50,493,678,000. Nuveen LLC bought a new stake in shares of Microsoft in the 1st quarter worth $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Microsoft by 500.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock worth $30,840,432,000 after acquiring an additional 49,618,571 shares during the period. Laurel Wealth Advisors LLC grew its holdings in shares of Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after acquiring an additional 29,906,791 shares during the period. Finally, Northern Trust Corp grew its holdings in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. Institutional investors own 71.13% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas analyst reiterates confidence that Azure can still “crush estimates” despite investor worries about $150B+ AI spending, arguing Microsoft is on a “war footing” (Copilot overhaul) that supports continued cloud revenue upside. Microsoft Azure Still Poised To Crush Estimates Despite $150 Billion Spending Fears: Analyst
• Positive Sentiment: Analysis pieces argue recent sell‑off may be overdone — framing capex concerns as temporary and highlighting MSFT’s long‑term edge in agentic AI, custom silicon and enterprise suites. This supports the bull case for patient investors. Microsoft: Temporary CapEx Panic Masks The Long-Term Edge
• Positive Sentiment: Microsoft’s ecosystem continues to show incremental wins—third‑party offerings landing in the Microsoft Marketplace and M12 (Microsoft’s venture arm) participating in industry deals—helping sustain commercial momentum. A2A Protocol / Marketplace Adoption
• Neutral Sentiment: OpenAI’s large‑scale monetization plans (reported ad revenue ambitions) could alter the AI market structure; MSFT’s exposure to OpenAI is material, but implications are mixed for Microsoft’s direct revenue and strategic posture. How OpenAI's Reported Ad Plans Could Change the AI Business Model
• Neutral Sentiment: Microsoft confirmed its Q3 earnings release date (April 29) — a near‑term catalyst that could amplify moves if results or guidance deviate from expectations. Microsoft announces quarterly earnings release date
• Negative Sentiment: Product execution concerns surfaced as reports note Copilot UI changes and some institutional customers favoring Anthropic’s Claude — signs of competitive pressure and potential customer churn in AI assistant adoption. Microsoft's Copilot 'Feels Like Teams:' Why This Fund Manager Is Swapping It For Claude
• Negative Sentiment: Industry reports point to real‑world constraints (land, power, permits) forcing hyperscalers to delay or scrap data center projects — a direct challenge to MSFT’s ability to scale cloud capacity quickly without steep incremental costs. While Amazon, Microsoft, Google Struggle With AI On Land — China Looks To The Sea
• Negative Sentiment: Macro and sector weakness: new console sales data and broader software slump headlines have pressured MSFT shares alongside peers, and at least one large investor disclosed trimming a Microsoft stake. Sony, Nintendo, and Microsoft Stocks All Fall on New Video Game Console Sales Data

Insider Buying and Selling at Microsoft

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

Wall Street Analyst Weigh In

Several analysts recently commented on the company. UBS Group cut their price objective on Microsoft from $600.00 to $510.00 and set a "buy" rating for the company in a report on Wednesday, March 25th. Deutsche Bank Aktiengesellschaft cut their price objective on Microsoft from $630.00 to $575.00 and set a "buy" rating for the company in a report on Thursday, January 29th. Piper Sandler reaffirmed an "overweight" rating and issued a $600.00 price objective (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. Benchmark assumed coverage on Microsoft in a report on Wednesday, April 1st. They issued a "buy" rating for the company. Finally, Rothschild & Co Redburn set a $450.00 price objective on Microsoft in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $586.26.

Microsoft Price Performance

NASDAQ MSFT opened at $370.87 on Monday. The company has a market capitalization of $2.75 trillion, a PE ratio of 23.19, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The business's fifty day moving average is $392.11 and its 200 day moving average is $457.37. Microsoft Corporation has a fifty-two week low of $355.67 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft's quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.23 earnings per share. Sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently announced 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 is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft's payout ratio is 22.76%.

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.