Petredis Investment Advisors LLC Sells 1,594 Shares of Microsoft Corporation $MSFT

Petredis Investment Advisors LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 1.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 123,631 shares of the software giant’s stock after selling 1,594 shares during the period. Microsoft comprises approximately 4.7% of Petredis Investment Advisors LLC’s portfolio, making the stock its 4th biggest holding. Petredis Investment Advisors LLC’s holdings in Microsoft were worth $59,790,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of MSFT. IRON Financial LLC lifted its position 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 valued at $3,372,000 after acquiring an additional 1,225 shares in the last quarter. Wellington Capital Management Inc. purchased a new stake in shares of Microsoft in the second quarter valued at $9,941,000. PMG Family Office LLC purchased a new stake in shares of Microsoft in the third quarter valued at $828,000. Trifecta Capital Advisors LLC lifted its position in shares of Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after acquiring an additional 1,572 shares in the last quarter. Finally, Weaver Capital Management LLC lifted its position in shares of Microsoft by 14.0% in the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after acquiring an additional 2,247 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $372.88 on Tuesday. The stock’s 50-day moving average is $398.81 and its 200-day moving average is $461.32. The company has a market cap of $2.77 trillion, a price-to-earnings ratio of 23.32, a price-to-earnings-growth ratio of 1.42 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

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

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is 22.76%.

Insider Transactions at Microsoft

In other news, 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 value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction dated Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. TD Cowen restated a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. HSBC reduced their target price on Microsoft from $667.00 to $588.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Rothschild & Co Redburn set a $450.00 target price on Microsoft in a research report on Wednesday, January 21st. Robert W. Baird set a $540.00 target price on Microsoft and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, Wedbush reduced their target price on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $588.97.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Reworked OpenAI relationship and strategic AI positioning that could accelerate MSFT’s cloud/AI roadmap — a Barron’s write-up frames the company as entering a new AI phase, supporting revenue and long-term growth expectations. Microsoft Is on a New AI Journey After Reworked OpenAI Deal
• Positive Sentiment: Strategic ESG purchase: Microsoft agreed to buy 626,000 tonnes of BECCS carbon removal credits from a Meadow Lake Tribal Council–Svante project — helps corporate net-zero profile and reduces regulatory/PR risk on climate commitments. Svante & Meadow Lake Tribal Council Partnership Agrees to Sell Microsoft 626,000 Tonnes of Carbon Removal Credits
• Positive Sentiment: Valuation/long-term buy case: Several analysts and investors highlight MSFT as attractively priced after a sizable pullback — Seeking Alpha and other outlets argue the company’s double-digit growth and margins make it a buy on the dip. Microsoft: Double-Digit Growth At A Rare Discount
• Neutral Sentiment: Comparative AI positioning: Coverage comparing Oracle vs Microsoft as AI/cloud plays underscores MSFT’s strengths but also highlights competitive dynamics and execution trade-offs — useful context but not an immediate catalyst. Oracle vs. Microsoft: Which Cloud Giant is the Better AI Play for 2026?
• Neutral Sentiment: Macro/sector flow: MSFT features in bullish ETF/QQQ narratives — institutional buying and rotation into beaten-down tech names could support shares if macro volatility subsides. 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally
• Negative Sentiment: Copilot safety/TOS headlines and security research have dented confidence — viral terms-of-service language and reports about AI-agent “trap” exploits targeting Copilot/M365 raise legal, reputational and product-risk questions. “For Entertainment Purposes Only”: Microsoft Stock (NASDAQ:MSFT) Slips as Copilot Warnings Emerge
• Negative Sentiment: Independent research (DeepMind framework) highlights potential ways AI agents can be weaponized, with examples noting M365 Copilot vulnerabilities — raises short-term security scrutiny and potential remediation costs. Deepmind’s ‘AI Agent Traps’ Paper Maps How Hackers Could Weaponize AI Agents Against Users
• Negative Sentiment: Geopolitical/physical-risk headlines: Iran’s IRGC threats to large AI hubs (projects backed by Microsoft/OpenAI/NVIDIA) and investor pressure over data-center water/power use add geopolitical and ESG risk layers that could increase costs or slow builds. Iran’s IRGC Targets $30 Billion Stargate Project Backed by OpenAI, Microsoft, and Nvidia Investors press Amazon, Microsoft and Google on water, power use in US data centers

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).