Lmcg Investments LLC Sells 3,795 Shares of Microsoft Corporation $MSFT

Lmcg Investments LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 164,752 shares of the software giant’s stock after selling 3,795 shares during the period. Microsoft comprises 5.0% of Lmcg Investments LLC’s investment portfolio, making the stock its biggest holding. Lmcg Investments LLC’s holdings in Microsoft were worth $85,333,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of MSFT. AlphaQuest LLC lifted its position in shares of Microsoft by 5.9% during the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after acquiring an additional 19 shares during the period. Red Mountain Financial LLC increased its stake in Microsoft by 0.7% in the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after purchasing an additional 20 shares in the last quarter. Onyx Financial Advisors LLC increased its stake in Microsoft by 0.3% in the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after purchasing an additional 20 shares in the last quarter. Foundation Wealth Management LLC PA raised its holdings in Microsoft by 1.6% during the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares during the last quarter. Finally, Longfellow Investment Management Co. LLC boosted 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 purchasing an additional 20 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president owned 55,782 shares in the company, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bullish analyst commentary and broader tech-led market lift helped push MSFT higher after last week’s sell-off; the coverage framed the pullback as a buying opportunity. Why Microsoft Stock Topped the Market Today
• Positive Sentiment: Microsoft disclosed how many paying Copilot customers it has — a concrete monetization datapoint that reassures investors about AI product revenue traction. Microsoft Finally Revealed How Many Paying Copilot Customers It Has. The Answer Was Shocking for More Reasons Than One.
• Positive Sentiment: Reports attribute part of MSFT’s gains to a key new hire meant to shore up AI efforts and execution — a governance/operational positive that calms investor nerves about execution risk. Microsoft Stock (NASDAQ:MSFT) Gains Thanks in Part to New Hire
• Positive Sentiment: Momentum at OpenAI (where Microsoft is a major backer) shows ChatGPT growth accelerating vs. Google — supportive for Microsoft’s AI strategy and Azure demand. OpenAI Intensifies Race with Google as ChatGPT Returns to Higher Growth
• Neutral Sentiment: Xbox-related reports (next Xbox reportedly a gaming PC) provided a modest product narrative boost but are unlikely to move near-term earnings materially. Microsoft Stock (MSFT) Rises Alongside Reports the Next Xbox Will Be a Gaming PC
• Neutral Sentiment: Analysis arguing AI spending looks large on paper but is manageable helped calm some fears — frames capex as an investment with long-term payback rather than an immediate cash drain. Microsoft’s AI Spend Looks Scary, Until You Run The Numbers
• Negative Sentiment: Melius Research downgraded MSFT from Buy to Hold and cut its price target, citing concerns about AI capex and growth—this is a direct bearish analyst action pressuring sentiment. Here’s Why Melius Moved to the Sidelines on Microsoft Stock (MSFT)
• Negative Sentiment: Earlier downgrades (e.g., Stifel) and commentary that MSFT’s valuation now trades below legacy peers like IBM highlight investor worries about heavy AI CapEx and near-term margin pressure. Microsoft’s stock is now cheaper than IBM’s. What that says about the AI trade.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on MSFT. JPMorgan Chase & Co. dropped their price target on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Bank of America lowered their price objective on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a research note on Monday, January 26th. Wedbush dropped their target price on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Melius Research set a $430.00 target price on shares of Microsoft in a research report on Monday. Finally, New Street Research increased their price target on shares of Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and an average price target of $591.95.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $414.12 on Tuesday. The company has a 50-day simple moving average of $466.97 and a 200-day simple moving average of $495.42. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The company has a market cap of $3.08 trillion, a PE ratio of 25.90, a price-to-earnings-growth ratio of 1.57 and a beta of 1.08. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

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

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 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).