Microsoft Corporation $MSFT Stake Lowered by Kingsman Wealth Management Inc.

Kingsman Wealth Management Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,981 shares of the software giant’s stock after selling 1,722 shares during the quarter. Microsoft comprises about 3.7% of Kingsman Wealth Management Inc.’s investment portfolio, making the stock its 9th largest position. Kingsman Wealth Management Inc.’s holdings in Microsoft were worth $6,761,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the stock. Sterneck Capital Management LLC lifted its stake in shares of Microsoft by 1.4% in the fourth quarter. Sterneck Capital Management LLC now owns 8,860 shares of the software giant’s stock valued at $4,285,000 after purchasing an additional 125 shares during the period. Willis Johnson & Associates Inc. increased its holdings in Microsoft by 16.6% in the fourth quarter. Willis Johnson & Associates Inc. now owns 9,267 shares of the software giant’s stock valued at $4,482,000 after buying an additional 1,322 shares in the last quarter. Yoder Wealth Management Inc. increased its holdings in Microsoft by 6.3% in the fourth quarter. Yoder Wealth Management Inc. now owns 4,340 shares of the software giant’s stock valued at $2,099,000 after buying an additional 256 shares in the last quarter. Cardinal Capital Management Inc. lifted its position in shares of Microsoft by 5,837.3% during the 4th quarter. Cardinal Capital Management Inc. now owns 55,217 shares of the software giant’s stock valued at $26,704,000 after acquiring an additional 54,287 shares during the period. Finally, Trilogy Capital Inc. boosted its stake in shares of Microsoft by 7.8% during the 4th quarter. Trilogy Capital Inc. now owns 21,378 shares of the software giant’s stock worth $10,339,000 after acquiring an additional 1,547 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s 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 sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents 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 available through this link. Also, Director John W. Stanton bought 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was acquired at an average price 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 of the company’s stock, valued at approximately $33,339,651.75. The trade was 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.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will deploy Microsoft Copilot to ~743,000 employees, a large enterprise adoption that should boost Microsoft 365/Commercial monetization and validate Copilot demand. Accenture to roll out Copilot to all 743,000 employees in boost for Microsoft
• Positive Sentiment: Notable value investor Michael Burry disclosed a new MSFT purchase, a signal some traders view as a contrarian endorsement after recent weakness. Michael Burry Just Bought Microsoft. It’s a Genius Move Worth Following
• Neutral Sentiment: Analysts remain broadly constructive but are trimming targets and recalibrating near-term expectations ahead of earnings — Oppenheimer reaffirmed Outperform but cut its PT; Cantor Fitzgerald trimmed its target too. That keeps long‑term thesis intact but raises short‑term uncertainty. Oppenheimer Outperform, PT Cut (Benzinga)
• Neutral Sentiment: Market commentary and previews (Jefferies, Evercore, others) flag Q3 earnings as pivotal — strong cloud and AI numbers could reignite the rally, so near-term price action will hinge on Wednesday’s print. Microsoft Q3 preview: Jefferies says it’s time to reset the narrative
• Negative Sentiment: Microsoft and OpenAI rewrote their deal: Microsoft’s exclusive license ends, OpenAI can sell products on AWS/Google Cloud, and Microsoft will stop traditional revenue sharing — a change that reduces Azure’s exclusivity moat and spurred an immediate share pullback as investors price higher cloud competition. Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
• Negative Sentiment: Operational and regulatory noise: an Outlook.com sign‑in outage and a new UK antitrust lawsuit from Slack over Teams bundling add execution and legal risk that could weigh on near‑term sentiment. Microsoft says Outlook.com outage is causing sign‑in failures – BleepingComputer Microsoft facing UK antitrust lawsuit from Slack over Teams ‘bundling’ (Reuters)

Microsoft Trading Up 0.0%

Shares of MSFT stock opened at $424.82 on Tuesday. The firm has a 50-day moving average price of $393.95 and a 200 day moving average price of $449.40. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a market capitalization of $3.15 trillion, a price-to-earnings ratio of 26.57, a PEG ratio of 1.60 and a beta of 1.11. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same period last year, the company earned $3.23 EPS. Research analysts forecast that Microsoft Corporation will post 16.54 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Analyst Upgrades and Downgrades

MSFT has been the subject of several research analyst reports. UBS Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Friday. Royal Bank Of Canada reiterated an “outperform” rating on shares of Microsoft in a research report on Monday, March 2nd. Wall Street Zen lowered Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Stifel Nicolaus restated a “hold” rating and issued a $392.00 price target (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Finally, Guggenheim reaffirmed a “buy” rating and set a $586.00 price target on shares of Microsoft in a research note on Thursday, April 23rd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $570.00.

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).