Microsoft Corporation $MSFT Shares Sold by Strategic Financial Concepts LLC

Strategic Financial Concepts LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 51.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,419 shares of the software giant’s stock after selling 2,556 shares during the period. Microsoft accounts for about 1.1% of Strategic Financial Concepts LLC’s portfolio, making the stock its 27th largest position. Strategic Financial Concepts LLC’s holdings in Microsoft were worth $1,170,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. PMG Family Office LLC acquired a new stake in Microsoft during the 3rd quarter worth approximately $828,000. Trifecta Capital Advisors LLC grew its stake in shares of Microsoft by 2.3% during the third 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. TD Waterhouse Canada Inc. raised its stake in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after acquiring an additional 9,700 shares in the last quarter. Werba Rubin Papier Wealth Management raised its stake in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after acquiring an additional 1,698 shares in the last quarter. Finally, SG Americas Securities LLC increased its position in Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after buying an additional 6,468,645 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on MSFT shares. Guggenheim reissued a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating on shares of Microsoft in a report on Wednesday. Tigress Financial increased their price target on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Finally, DA Davidson dropped their price objective on shares of Microsoft from $650.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $561.20.

Insider Transactions at Microsoft

In related 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 sale, the executive vice president 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build 2026 announcements and related coverage continued to reinforce the company’s AI growth story, including new in-house models, agent tools, Windows upgrades, and enterprise AI infrastructure that could deepen its competitive position. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Multiple articles highlighted Microsoft’s AI revenue run rate crossing $37 billion, suggesting strong monetization from Azure, Copilot, and enterprise AI offerings. Microsoft’s AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Positive Sentiment: Wall Street sentiment remains supportive, with TD Cowen reiterating a buy rating and a $540 target, while other analysts and investors continue to frame Microsoft as a durable long-term AI and cloud leader. The Market Is Undervaluing Microsoft, Says Analyst
• Positive Sentiment: Bill Ackman’s bullish comments comparing Microsoft, Meta, and Amazon to long-term compounding opportunities also added to the constructive investment narrative around MSFT. Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago
• Neutral Sentiment: Microsoft announced Reid Hoffman will leave its board after nearly a decade; the move appears planned, though it removes a board member closely associated with the LinkedIn/OpenAI relationship. LinkedIn co-founder Reid Hoffman to step down from Microsoft’s board
• Neutral Sentiment: Microsoft is also attracting attention for broader AI ecosystem developments, including fusion power support from Helion and network-security integration for AI agents, which are positive long-term but not immediate stock catalysts. Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
• Negative Sentiment: Several pieces flagged technical weakness in Microsoft’s chart and said the stock’s recent rejection at resistance could weigh on the broader software trade. Microsoft Stock Charts Look Vulnerable. Software Stocks Could Follow.
• Negative Sentiment: Commentary around Satya Nadella rebuking an internal “make people addicted” AI memo and renewed concern over Microsoft’s relationship with OpenAI may be creating some short-term reputational and partnership noise. Reid Hoffman to Leave Microsoft’s Board of Directors

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $416.67 on Friday. The stock has a fifty day moving average price of $407.63 and a 200 day moving average price of $432.07. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company has a market cap of $3.10 trillion, a PE ratio of 24.80, a P/E/G ratio of 1.50 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $81.44 billion. During the same quarter in the prior year, the firm earned $3.46 EPS. Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. Sell-side analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

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).