Microsoft Corporation $MSFT Shares Sold by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.0% during the 3rd quarter, Holdings Channel reports. The fund owned 36,756 shares of the software giant’s stock after selling 1,125 shares during the quarter. Microsoft makes up about 5.1% of Roberts Wealth Advisors LLC’s investment portfolio, making the stock its 4th largest position. Roberts Wealth Advisors LLC’s holdings in Microsoft were worth $19,038,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. Wellington Capital Management Inc. purchased a new position in Microsoft during the second quarter worth approximately $9,941,000. Sound View Wealth Advisors Group LLC raised its stake in shares of Microsoft by 2.6% during the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after buying an additional 2,373 shares during the period. Bank Pictet & Cie Europe AG raised its stake in shares of Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after buying an additional 33,382 shares during the period. Weaver Capital Management LLC lifted its position in shares of Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after buying an additional 2,247 shares in the last quarter. Finally, Gradient Investments LLC grew its stake in Microsoft by 4.3% in the 3rd quarter. Gradient Investments LLC now owns 285,163 shares of the software giant’s stock valued at $147,700,000 after acquiring an additional 11,770 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction on 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 sale, the insider owned 461,597 shares in the company, valued at $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the transaction, the chief executive officer directly owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,100 shares of company stock valued at $27,598,872 over the last quarter. 0.03% of the stock is owned by insiders.

Microsoft Stock Down 0.6%

NASDAQ MSFT opened at $456.66 on Friday. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The business’s fifty day simple moving average is $484.71 and its 200-day simple moving average is $502.84. The firm has a market cap of $3.39 trillion, a PE ratio of 32.48, a P/E/G ratio of 1.72 and a beta of 1.07.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping 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 company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the previous year, the firm earned $3.30 earnings per share. Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Barclays reaffirmed a Buy on MSFT and kept a high $610 price target, signaling strong analyst conviction about upside from AI and cloud exposure — a line of support for the stock amid recent weakness. Microsoft receives a buy rating from Barclays
• Positive Sentiment: Wikipedia signed licensing deals with Microsoft and other big tech firms — this expands Microsoft’s access to high-quality training data and reduces content friction for AI services, supporting Azure/Copilot product differentiation. Wikipedia signs AI licensing deals
• Positive Sentiment: Analyst and industry write-ups emphasize Azure’s multi-model AI infrastructure and enterprise traction, reinforcing the revenue growth narrative that underpins Microsoft’s premium valuation. Will MSFT stock climb as Azure AI gains traction?
• Positive Sentiment: Surveys and analyst commentary (Morgan Stanley / CIO surveys) continue to highlight Microsoft’s leadership in generative AI and enterprise cloud, supporting longer-term upside expectations even as the stock cools. CIO survey highlights MSFT leadership
• Neutral Sentiment: Microsoft rolled out a “community-first” plan for U.S. AI datacenter buildout — a strategic PR and regulatory move intended to ease local opposition and long-term buildout risk; it’s constructive but not an immediate revenue driver. Microsoft unveils community-first plan
• Neutral Sentiment: Upcoming earnings (fiscal Q2 results due Jan. 28) are a near-term catalyst — could amplify moves in either direction depending on Azure AI growth metrics and margin commentary. Why Jan. 28 could be big for investors
• Negative Sentiment: Switzerland’s competition authority opened a preliminary inquiry into Microsoft’s licensing fees after complaints about price hikes for Microsoft 365 — potential regulatory action could pressure product pricing and margins in Europe. Swiss probe into licensing fees
• Negative Sentiment: Reports that Microsoft’s annual spend on Anthropic approaches ~$500M raise concerns about rising third‑party AI model costs and margin pressure for AI features (a strategic bet but one that increases operating expense). Anthropic spending nears $500M
• Negative Sentiment: Microsoft agreed to a record purchase of soil carbon credits to offset data‑center emissions — a meaningful one‑time ESG cost and a sign of mounting operational expenses tied to AI growth (positive for ESG but a near-term cash outlay). Record soil carbon credit deal

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on MSFT shares. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, January 10th. Arete Research raised their price target on shares of Microsoft from $710.00 to $730.00 in a research note on Monday, October 27th. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. Finally, Evercore ISI set a $640.00 price target on Microsoft in a research report on Thursday, October 30th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $630.37.

Microsoft 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).