Microsoft Corporation $MSFT Stock Holdings Lessened by Scott & Selber Inc.

Scott & Selber Inc. lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,568 shares of the software giant’s stock after selling 1,568 shares during the quarter. Microsoft accounts for 5.5% of Scott & Selber Inc.’s investment portfolio, making the stock its 4th largest holding. Scott & Selber Inc.’s holdings in Microsoft were worth $22,037,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. IRON Financial LLC grew its stake in Microsoft by 23.2% in the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after purchasing an additional 1,225 shares during the period. Wellington Capital Management Inc. bought a new stake in shares of Microsoft during the 2nd quarter worth $9,941,000. PMG Family Office LLC bought a new stake in shares of Microsoft during the 3rd quarter worth $828,000. Sound View Wealth Advisors Group LLC boosted its holdings in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after buying an additional 2,373 shares during the last quarter. Finally, Trifecta Capital Advisors LLC boosted its holdings in shares of Microsoft by 2.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after buying an additional 1,572 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some Wall Street analysts still see large upside for MSFT, arguing the pullback may be overdone and presenting a buying opportunity for long‑term investors. Wall Street Says Microsoft Stock Has 89% Rebound Potential
• Positive Sentiment: Fundamental revenue drivers remain: LinkedIn ad growth and marketing solutions are cited as near‑term revenue positives that help offset AI spending concerns. Microsoft Benefits From LinkedIn Ad Growth: More Upside Ahead?
• Neutral Sentiment: Microsoft has implemented targeted hiring freezes in major cloud and North American sales groups while keeping AI and engineering hiring active — a cost‑management move that highlights prioritization of AI infrastructure but leaves uncertainty over near‑term sales execution. Microsoft freezes hiring in major cloud, sales groups, The Information reports
• Neutral Sentiment: Infrastructure expansion continues: third‑party partner Crusoe announced a 900 MW AI campus in Abilene, Texas to support large‑scale workloads for Microsoft — this reinforces demand for hyperscale capacity even as investors debate ROI timing. Crusoe Announces New 900 MW AI Factory Campus in Abilene, Texas to Support Microsoft AI Infrastructure
• Negative Sentiment: Market narrative has flipped: analysts and commentary say Microsoft is “losing the AI narrative,” and technical indicators show the stock at decade‑low oversold levels — fueling momentum selling. Microsoft’s stock hasn’t been this oversold in a decade, with the tech giant ‘really losing the AI narrative’
• Negative Sentiment: Heavy AI capex and execution concerns: multiple reports highlight Microsoft’s very large AI spending (reports cite ~$30B per quarter-level scale), slowing Copilot adoption vs. expectations, and the stock is on track for its worst quarter since 2008 — pressuring valuations and near‑term sentiment. Microsoft Is Down 24% This Year While Spending $30B a Quarter on AI
• Negative Sentiment: Competitive and strategic risks are rising: OpenAI and other AI firms (including reports of Anthropic eyeing an IPO) are evolving relationships and competition that could reduce Microsoft’s exclusive leverage in parts of the AI stack. Anthropic eyes IPO, Microsoft stock set for worst quarter since 2008

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction on 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 completion of the transaction, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares of the company’s stock, valued at $33,339,651.75. This represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on MSFT shares. Wells Fargo & Company decreased their price objective on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Wolfe Research dropped their target price on shares of Microsoft from $625.00 to $530.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Citigroup reduced their target price on shares of Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, March 5th. Finally, HSBC lowered their price target on shares of Microsoft from $667.00 to $588.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $588.97.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $356.77 on Monday. The firm has a market capitalization of $2.65 trillion, a PE ratio of 22.31, a P/E/G ratio of 1.35 and a beta of 1.10. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average price of $409.36 and a two-hundred day moving average price of $467.20. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results 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. The company had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s quarterly revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.23 earnings per share. Equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s payout ratio is presently 22.76%.

Microsoft Company 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).