Arkos Global Advisors Has $1.55 Million Position in Microsoft Corporation $MSFT

Arkos Global Advisors lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 51.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,210 shares of the software giant’s stock after selling 3,340 shares during the period. Arkos Global Advisors’ holdings in Microsoft were worth $1,552,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft during the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft during the fourth quarter worth approximately $36,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management bought a new stake in Microsoft during the fourth quarter worth approximately $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MSFT. Mizuho decreased their target price on Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a research report on Tuesday, April 14th. Weiss Ratings cut Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, March 24th. Citizens Jmp began coverage on Microsoft in a research report on Monday, June 1st. They set an “outperform” rating and a $550.00 target price for the company. President Capital upped their target price on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Rothschild & Co Redburn decreased their target price on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a research report on Thursday, April 23rd. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by company insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Microsoft Stock Up 0.1%

MSFT opened at $390.74 on Friday. Microsoft Corporation has a 1-year low of $356.28 and a 1-year 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 stock has a market capitalization of $2.90 trillion, a price-to-earnings ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11. The business has a 50 day moving average of $411.08 and a 200-day moving average of $428.95.

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 return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the prior year, the business earned $3.46 earnings per share. Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is currently 21.67%.

About Microsoft

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).