KMG Fiduciary Partners LLC Sells 2,603 Shares of Microsoft Corporation $MSFT

KMG Fiduciary Partners LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 127,557 shares of the software giant’s stock after selling 2,603 shares during the period. Microsoft comprises approximately 4.4% of KMG Fiduciary Partners LLC’s portfolio, making the stock its 3rd largest position. KMG Fiduciary Partners LLC’s holdings in Microsoft were worth $61,689,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC lifted 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. Bayforest Capital Ltd purchased a new position in shares of Microsoft during the third quarter worth approximately $38,000. LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter worth approximately $44,000. Sellwood Investment Partners LLC acquired a new position in shares of Microsoft in the 3rd quarter valued at $49,000. Finally, University of Illinois Foundation purchased a new stake in Microsoft in the 2nd quarter valued at $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $373.46 on Friday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. 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 firm’s 50-day simple moving average is $400.76 and its 200-day simple moving average is $462.61. The company has a market cap of $2.77 trillion, a price-to-earnings ratio of 23.36, a PEG ratio of 1.42 and a beta of 1.11.

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, topping the consensus estimate of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same period in the prior year, the company posted $3.23 earnings per share. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio (DPR) is currently 22.76%.

Insider Buying and Selling

In other Microsoft 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 sale, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $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 can be accessed through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the firm’s stock in a transaction on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares in the company, valued at approximately $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. 0.03% of the stock is owned by insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft pledged a major strategic buildout in Japan — a $10 billion, multi‑year plan to fund AI data centers, cybersecurity and workforce training with partners including SoftBank and Sakura Internet, underpinning long‑term cloud/A.I. revenue opportunities and local partnerships. Microsoft to invest $10 billion in Japan for AI and cyber defence expansion
• Positive Sentiment: Microsoft rolled out multiple proprietary AI models and signaled it will build frontier models in‑house — a strategic shift to reduce dependence on partners and capture more of the AI stack (product control, margins and IP). This supports the long‑term AI revenue thesis. Microsoft building its own high-powered AI models as it looks to slash dependence on OpenAI
• Positive Sentiment: Management says Copilot sales targets were met after changing the go‑to‑market approach (moving to paid/subscription rather than broad bundling), a sign of product monetization gaining traction. That helps offset concerns about adoption. Microsoft hits Copilot sales goals after strategy shift – Bloomberg
• Positive Sentiment: Benchmark initiated coverage / and some street notes raised targets (coverage and a $675 price target were reported), providing analyst support that could lift sentiment if follow‑through occurs. Microsoft Charts $10 Billion of Outlays in AI-Eager Japan
• Neutral Sentiment: Microsoft announced local partnerships and community programs (e.g., Victoria University datacenter academy) that support talent pipeline and social license for datacenter expansion — constructive but longer‑dated impact. Microsoft Corp (MSFT) Partners with Victoria University on Datacenter Community Pledge
• Neutral Sentiment: Smaller ecosystem developments (Sakura Internet confirming talks, local partners’ stock moves) amplify the Japan story but are execution‑dependent; useful context for investors tracking regional rollout. SAKURA Internet Confirms Exploratory AI Cloud Collaboration Talks With Microsoft Japan
• Negative Sentiment: Recent quarterly performance and commentary have disappointed some investors — headlines describe a Q1 “slide” and the worst quarterly drop since 2008 for MSFT, feeding the narrative of short‑term weakness and valuation re‑rating. That continues to pressure the stock. After Microsoft’s Q1 Slide, Are the Bulls Still On Board?
• Negative Sentiment: Several large funds / billionaires have trimmed MSFT positions in recent 13F disclosures (D.E. Shaw, Steve Cohen, Dan Loeb), signaling some institutional profit‑taking amid concerns over cloud supply constraints and guidance — a headwind for near‑term flows. Microsoft Corporation (MSFT): Billionaire Steve Cohen Trims Position
• Negative Sentiment: Security/product risks surfaced (reports on “AI recommendation poisoning”) and ongoing execution demands for in‑house frontier models add operational risk and could temper upside if issues emerge. AI Recommendation Poisoning: Why Microsoft (NASDAQ:MSFT) Is Fighting So Hard

Analyst Ratings Changes

MSFT has been the subject of a number of recent research reports. Rothschild & Co Redburn set a $450.00 price target on shares of Microsoft in a research note on Wednesday, January 21st. Weiss Ratings cut shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. DA Davidson reiterated a “buy” rating and set a $650.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft lowered their price target on Microsoft from $630.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, January 29th. Finally, UBS Group reduced their price objective on Microsoft from $600.00 to $510.00 and set a “buy” rating for the company in a research note on Wednesday, March 25th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $588.97.

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).