Seven Mile Advisory Cuts Stock Holdings in Microsoft Corporation $MSFT

Seven Mile Advisory trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,479 shares of the software giant’s stock after selling 2,113 shares during the quarter. Microsoft makes up about 1.9% of Seven Mile Advisory’s portfolio, making the stock its 18th biggest holding. Seven Mile Advisory’s holdings in Microsoft were worth $10,871,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. ARK & TLK Investments LLC increased its holdings in shares of 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 purchasing an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC raised its position in Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock worth $363,000 after acquiring an additional 20 shares during the period. Longfellow Investment Management Co. LLC raised its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC raised its position in Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after acquiring an additional 20 shares during the period. Finally, Fischer Investment Strategies LLC raised its position in Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after acquiring an additional 21 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

Microsoft stock opened at $399.76 on Tuesday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The firm has a market capitalization of $2.97 trillion, a price-to-earnings ratio of 23.80, a PEG ratio of 1.41 and a beta of 1.11. The company has a fifty day simple moving average of $411.60 and a 200-day simple moving average of $428.09. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the prior year, the firm posted $3.46 earnings per share. Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. On average, equities analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction dated Wednesday, June 10th. The shares were 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 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 sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the company’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 directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by company insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is getting credit for continued AI momentum, including a new coding model, a quantum-computing milestone with Quantinuum, and new availability of NuPlay in the Microsoft Marketplace, all of which reinforce the company’s long-term platform strength. Article: Microsoft (MSFT) and Quantinuum (QNT) Hit Quantum Milestone, Moving Closer to Commercial Reality
• Positive Sentiment: Satya Nadella’s comments that Xbox must become “sustainable” were interpreted as a sign Microsoft is willing to push for better margins and discipline in its gaming business. Article: Microsoft Stock (MSFT) Jumps as CEO Satya Nadella Says Xbox Needs to Become ‘Sustainable’
• Positive Sentiment: Some analysts and commentators continue to argue that Microsoft’s valuation reset could make the stock more attractive, especially if AI, cloud, and quantum investments eventually accelerate growth. Article: Microsoft’s Giant’s Valuation Reset Creates a Real Dilemma
• Neutral Sentiment: Bill Ackman’s portfolio shifts and broader market chatter around AI leaders reflect ongoing institutional debate about Microsoft’s role in the AI trade, but do not directly change the business outlook. Article: Microsoft or Alphabet: Billionaire Bill Ackman Goes All In on One AI Stock, Dumps the Other
• Negative Sentiment: Microsoft is facing a shareholder lawsuit alleging it failed to disclose slowing Azure growth and the need for heavy AI infrastructure spending, which raises concerns about margins, transparency, and near-term cloud execution. Article: Microsoft sued by shareholders over expenses, cloud business, AI
• Negative Sentiment: Multiple law firms have launched securities-fraud investigations and class-action efforts against Microsoft, adding legal overhang and headline risk for investors. Article: Securities Fraud Investigation Into Microsoft Corporation (MSFT) Announced
• Negative Sentiment: Reports that Microsoft is weighing shutdowns or spin-out options for parts of Xbox, plus insider-selling headlines, reinforce investor worries that some businesses may need restructuring and tighter cost control. Article: Report: Microsoft weighing up spinning off Xbox

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Arete Research upped their price objective on shares of Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. TD Cowen restated a “buy” rating and set a $540.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. DA Davidson reduced their price objective on shares of Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Stifel Nicolaus upped their price objective on shares of Microsoft from $392.00 to $415.00 and gave the stock a “hold” rating in a research report on Thursday, April 30th. Finally, UBS Group restated a “buy” rating on shares of Microsoft in a research report on Friday, April 24th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $561.20.

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).