Microsoft Corporation $MSFT Shares Sold by Warren Street Wealth Advisors LLC

Warren Street Wealth Advisors LLC lessened its position in Microsoft Corporation (NASDAQ:MSFT) by 17.3% during the fourth quarter, Holdings Channel reports. The fund owned 8,475 shares of the software giant’s stock after selling 1,768 shares during the quarter. Microsoft comprises approximately 1.2% of Warren Street Wealth Advisors LLC’s investment portfolio, making the stock its 21st largest position. Warren Street Wealth Advisors LLC’s holdings in Microsoft were worth $4,099,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. BLVD Private Wealth LLC increased its holdings in shares of Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after acquiring an additional 19 shares during the period. Magnolia Capital Management Ltd. increased its stake in Microsoft by 0.3% during the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after buying an additional 20 shares during the period. ARK & TLK Investments LLC increased its stake in Microsoft by 1.0% during the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after buying an additional 20 shares during the period. Rochester Wealth Strategies LLC increased its stake in Microsoft by 2.9% during the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after buying an additional 20 shares during the period. Finally, Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and EY announced a more than $1 billion partnership to help enterprises launch AI projects, which supports Microsoft’s push to monetize AI across corporate customers.
• Positive Sentiment: Reports that Anthropic is in talks to use Microsoft’s Maia AI chips suggest potential validation for Microsoft’s custom silicon strategy and a new revenue path in AI infrastructure.
• Positive Sentiment: Microsoft and Black Tech Street launched the Greenwood Cyber + AI Lab in Tulsa, expanding the company’s AI and cybersecurity ecosystem and community presence.
• Neutral Sentiment: Several articles argue Microsoft remains attractive on valuation and may deserve a rerating, with analysts and investors citing strong cloud growth and improving AI adoption as long-term positives.
• Neutral Sentiment: Microsoft’s AI transition is still described as early, meaning investors are still waiting for the company to prove that its large AI investments will translate into stronger earnings and margin expansion.
• Negative Sentiment: Investor concern is rising around Microsoft’s aggressive AI capex, with one report saying AI spending fears and a large capital-expenditure outlook are pressuring sentiment despite Azure growth.
• Negative Sentiment: Coverage of Satya Nadella’s leadership reset and the departure of longtime executive Yusuf Mehdi points to internal restructuring, which may create some uncertainty even as Microsoft retools for the AI era.
• Negative Sentiment: A GitHub security incident involving stolen internal repositories is a reminder of ongoing cybersecurity risks tied to Microsoft’s developer ecosystem.

Analysts Set New Price Targets

Several equities analysts have commented on MSFT shares. Rothschild & Co Redburn lowered their target price on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research note on Thursday, April 23rd. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. HSBC lowered their target price on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Stifel Nicolaus raised their target price on shares of Microsoft from $392.00 to $415.00 and gave the company a “hold” rating in a research note on Thursday, April 30th. Finally, Guggenheim reissued a “buy” rating and set a $586.00 target price on shares of Microsoft in a research note on Thursday, April 30th. Thirty-nine analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $560.88.

Microsoft Stock Performance

NASDAQ:MSFT opened at $419.09 on Friday. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The company has a 50-day moving average of $399.10 and a 200-day moving average of $437.61. The firm has a market cap of $3.11 trillion, a price-to-earnings ratio of 24.95, a price-to-earnings-growth ratio of 1.52 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter last year, the firm posted $3.46 EPS. The business’s revenue for the quarter was up 18.3% on a year-over-year basis. Analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders 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 dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 21.67%.

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).