Microsoft Corporation $MSFT is BDF Gestion's 3rd Largest Position

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BDF Gestion reduced its stake in Microsoft (MSFT) by 6.2% in Q4, but it still represents 8.4% of its holdings and is the firm’s third-largest position. Other institutional investors, like SG Americas Securities, significantly increased their Microsoft holdings. Despite mixed sentiment regarding AI spending and competitive risks, Microsoft maintains a “Moderate Buy” consensus rating with a target price of $588.97, and recently announced a quarterly dividend of $0.91.

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