Microsoft Corporation $MSFT Shares Sold by Whitaker Myers Wealth Managers LTD.

Posted by ABMN Staff on Jan 5th, 2026

Whitaker Myers Wealth Managers LTD. reduced its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 38.5% during the 3rd quarter, Holdings Channel.com reports. The firm owned 3,238 shares of the software giant’s stock after selling 2,026 shares during the period. Whitaker Myers Wealth Managers LTD.’s holdings in Microsoft were worth $1,677,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bulwark Capital Corp acquired a new position in shares of Microsoft during the second quarter valued at about $32,000. Westend Capital Management LLC raised its position in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the last quarter. University of Illinois Foundation acquired a new stake in Microsoft in the 2nd quarter worth approximately $50,000. Finally, LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $472.94 on Monday. 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 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The stock has a market cap of $3.52 trillion, a PE ratio of 33.64, a price-to-earnings-growth ratio of 1.77 and a beta of 1.07. The business has a 50-day simple moving average of $493.47 and a 200-day simple moving average of $504.03.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same period last year, the business earned $3.30 earnings per share. Microsoft’s quarterly revenue was up 18.4% on a year-over-year basis. On average, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is currently 25.89%.

Insider Buying and Selling

In related news, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the sale, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 54,100 shares of company stock valued at $27,598,872. Corporate insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Wall Street remains broadly bullish on MSFT — analysts and outlets label Microsoft a top pick for 2026 and a “strong buy,” citing AI monetization and cloud durability as drivers of upside. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
Positive Sentiment: Some analysts publicly prefer Microsoft over Google in the AI race, arguing MSFT’s Azure and partnerships reduce downside risk versus peers — a positive signal for longer‑term market share and revenue capture. Why This Analyst Prefers Microsoft Over Google In The AI Race
Positive Sentiment: Debt and cash flow profile supports sustained AI investment — several writeups (including MarketBeat roundups) say MSFT’s balance sheet makes elevated CapEx manageable and that recent pullbacks are “buyable dips.” Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026 (MSFT)
Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha) argue raised CapEx for AI isn’t a major concern versus future ROI, positioning MSFT as still relatively cheap on an AI-adjusted basis — a mixed read that keeps volatility likely while fundamentals mature. Microsoft: AI Superpower Still Cheap – Raised Capex Not A Big Concern
Negative Sentiment: Near‑term selling pressure is coming from investors reassessing Microsoft’s AI edge versus Alphabet/Google — uncertainty over who will monetize AI faster is prompting profit‑taking and weighing on the stock. Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
Negative Sentiment: Broader market action is mixed — the Nasdaq was roughly flat while indexes rotated — and Microsoft’s size makes it a significant weight on the tech‑heavy index, magnifying any MSFT weakness for the session. How major US stock indexes fared Friday, 1/2/2026

Analyst Upgrades and Downgrades

MSFT has been the subject of several research reports. DZ Bank reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, October 30th. DA Davidson restated a “buy” rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday, December 4th. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, October 30th. Wells Fargo & Company increased their price objective on Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Finally, Rothschild Redb downgraded Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $631.03.

Check Out Our Latest Report on MSFT

Microsoft Profile

(Free Report)

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).