Microsoft Corporation $MSFT Shares Purchased by Interchange Capital Partners LLC

Key Points

• Interchange Capital Partners LLC raised its Microsoft stake 22.9% in Q3, buying 6,055 shares to hold 32,454 shares worth about $16.81 million, representing ~3.3% of its portfolio and its fifth-largest position.
• Microsoft beat quarterly estimates (EPS $4.14 vs. $3.86; revenue $81.27B), declared a $0.91 quarterly dividend, and is pushing AI initiatives like Copilot Cowork and a $99 E7 Microsoft 365 bundle that could drive Azure adoption and recurring revenue.
• Risks include regulatory exposure from Anthropic’s Pentagon dispute and recent insider activity—an EVP sold 12,321 shares while a director bought 5,000—which could increase short-term sentiment-driven volatility.

Interchange Capital Partners LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 32,454 shares of the software giant's stock after purchasing an additional 6,055 shares during the period. Microsoft comprises approximately 3.3% of Interchange Capital Partners LLC's holdings, making the stock its 5th largest holding. Interchange Capital Partners LLC's holdings in Microsoft were worth $16,809,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. WFA Asset Management Corp boosted its stake in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its position in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Copilot Cowork (Anthropic’s Claude) rollout strengthens Microsoft’s enterprise AI roadmap and should drive Azure cloud consumption and seat-based revenue growth. Microsoft taps Anthropic for Copilot Cowork in push for AI agents
• Positive Sentiment: New E7 $99/user Microsoft 365 bundle (Copilot + enterprise agents) could accelerate Copilot adoption, raise ARPU and create stickier recurring revenue. Microsoft adds higher-priced Office tier with Copilot
• Positive Sentiment: Azure AI momentum and the company’s dual-model strategy (supporting both Anthropic and OpenAI models) sustain long-term cloud growth and give Microsoft optionality regardless of which models customers prefer. Microsoft Positioned to Win AI Race With Dual-Model Strategy
• Positive Sentiment: Board declared a quarterly dividend of $0.91 — provides income support and signals capital-return discipline. Microsoft announces quarterly dividend
• Neutral Sentiment: Microsoft filed an amicus brief supporting Anthropic’s request to pause the Pentagon’s supply-chain designation — this preserves customer access to Claude (and Azure consumption) but keeps MSFT exposed to an evolving regulatory/geopolitical story. Microsoft files amicus brief in support of Anthropic's lawsuit with US DOD
• Neutral Sentiment: Mixed analyst commentary: some see the YTD pullback as a buying opportunity while others point to slower near-term Copilot enterprise rollouts — expect headline-driven intraday swings. Should You Buy Microsoft At $400?
• Negative Sentiment: Anthropic’s Pentagon dispute (supply‑chain designation and ensuing lawsuit) raises regulatory and policy risk that can spill into Microsoft given the partnership and federal contracting exposure. Anthropic sues to block Pentagon blacklisting
• Negative Sentiment: Sentiment pressure: an EVP disclosed a multi‑million dollar sale (12,321 shares) and short interest rose in February — both can amplify downside in a thin-volume, news-driven session. SEC Form 4 — Kathleen T. Hogan sale

Wall Street Analyst Weigh In

MSFT has been the subject of several research analyst reports. HSBC lowered their price objective on Microsoft from $667.00 to $588.00 and set a "buy" rating for the company in a report on Thursday, January 29th. Robert W. Baird set a $540.00 target price on Microsoft and gave the stock an "outperform" rating in a research report on Thursday, January 29th. Rothschild & Co Redburn set a $450.00 price target on Microsoft in a report on Wednesday, January 21st. Bank of America dropped their price target on Microsoft from $640.00 to $520.00 and set a "buy" rating on the stock in a research report on Monday, January 26th. Finally, Mizuho reduced their price objective on Microsoft from $640.00 to $620.00 and set an "outperform" rating on the stock in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, forty have given 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 an average price target of $591.95.

Microsoft Stock Down 0.9%

Shares of Microsoft stock opened at $405.76 on Wednesday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The business's 50 day simple moving average is $432.22 and its 200-day simple moving average is $478.00. The stock has a market capitalization of $3.01 trillion, a price-to-earnings ratio of 25.38, a PEG ratio of 1.60 and a beta of 1.10. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

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

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's payout ratio is 22.76%.

Insider Activity

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John W. Stanton bought 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by corporate 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).

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