Integrated Investment Consultants LLC Trims Stake in Microsoft Corporation $MSFT

Integrated Investment Consultants LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 5.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 25,539 shares of the software giant’s stock after selling 1,393 shares during the period. Microsoft accounts for about 2.1% of Integrated Investment Consultants LLC’s investment portfolio, making the stock its 11th largest holding. Integrated Investment Consultants LLC’s holdings in Microsoft were worth $13,228,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. IRON Financial LLC grew its stake in shares of Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after acquiring an additional 1,225 shares during the last quarter. Wellington Capital Management Inc. purchased a new position in shares of Microsoft in the 2nd quarter worth about $9,941,000. Sound View Wealth Advisors Group LLC boosted its stake in Microsoft by 2.6% in 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 purchasing an additional 2,373 shares in the last quarter. Trifecta Capital Advisors LLC boosted its stake in Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after purchasing an additional 1,572 shares in the last quarter. Finally, Weaver Capital Management LLC grew its position in 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 purchasing an additional 2,247 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management unifies commercial and consumer Copilot teams to create a single Copilot product roadmap and experience; Jacob Andreou will lead Copilot work while Mustafa Suleyman shifts toward model research — a move investors view as improving focus and speeding product coherence/adoption. Microsoft unifies Copilot commercial and consumer product teams in unit rejig
• Positive Sentiment: Microsoft Research collaborates on a MicroLED-powered Active Optical Cable design with MediaTek to improve data‑center power efficiency — a technology that could lower operating costs for large-scale AI infrastructure over time. MediaTek Develops Active Optical Cable Technology with Microsoft Research
• Positive Sentiment: Microsoft is named as a collaborator in large AI compute deployments (Nscale’s West Virginia AI campus), reinforcing demand for Azure and cloud services tied to AI GPU capacity. That supports long‑run cloud revenue upside. Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar
• Neutral Sentiment: Microsoft reports progress on healthcare AI (MAI-DxO) with strong diagnostic results in testing; promising for long-term TAM but commercial and regulatory paths remain uncertain. Microsoft Pushes Toward ‘Medical Superintelligence’ in Healthcare
• Neutral Sentiment: Broader tech competition in quantum computing intensifies (IBM ramping hybrid quantum-classical work); Microsoft is active in quantum but the landscape remains long‑term and uncertain. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Negative Sentiment: Security concern: reporting suggests Microsoft Intune tooling may have been used in an attack on Stryker — raises questions about enterprise security controls and could spur customer scrutiny or contract risk if such incidents scale. Microsoft Stock (NASDAQ:MSFT) Slips, Intune Tool May Have Been Used Against Stryker

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $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 accessible through this link. Also, Director John W. Stanton acquired 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the company. TD Cowen reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, January 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $590.00 price target on shares of Microsoft in a report on Thursday, January 29th. William Blair reaffirmed an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. Evercore decreased their target price on Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $641.00 target price (down from $645.00) on shares of Microsoft in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Price Performance

Shares of Microsoft stock opened at $399.41 on Wednesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company has a market capitalization of $2.97 trillion, a price-to-earnings ratio of 24.98, a PEG ratio of 1.56 and a beta of 1.10. The stock’s 50-day simple moving average is $424.42 and its 200-day simple moving average is $474.29.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter last year, the business earned $3.23 earnings per share. As a group, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid 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 currently 22.76%.

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).