FSA Advisors Inc. Reduces Holdings in Microsoft Corporation $MSFT

FSA Advisors Inc. trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 45.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,873 shares of the software giant’s stock after selling 4,018 shares during the quarter. FSA Advisors Inc.’s holdings in Microsoft were worth $2,357,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. IRON Financial LLC raised its position in shares of Microsoft by 23.2% during 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. PMG Family Office LLC purchased a new stake in Microsoft in the 3rd quarter worth $828,000. Trifecta Capital Advisors LLC raised its holdings in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after acquiring an additional 1,572 shares during the period. TD Waterhouse Canada Inc. lifted its position in shares of Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock valued at $493,860,000 after acquiring an additional 9,700 shares in the last quarter. Finally, Werba Rubin Papier Wealth Management boosted its stake in shares of Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after acquiring an additional 1,698 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on MSFT. Oppenheimer reissued an “outperform” rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Bank of America initiated coverage on shares of Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 price objective for the company. Wedbush reiterated an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, May 13th. Tigress Financial boosted their target price on shares of Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Finally, TD Cowen raised shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Thirty-nine analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $560.88.

Insider Activity

In related news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated 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 owned 137,933 shares in the company, 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 SEC, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Nvidia teased “a new era of PC,” with reports pointing to new Surface hardware and a possible AI-focused chip announcement at Computex, which could refresh the Windows/PC upgrade cycle. Article Title
• Positive Sentiment: Reports that Microsoft will unveil a new coding model and other in-house AI tools at next week’s Build conference reinforce the company’s AI monetization story and support sentiment around GitHub Copilot and Azure demand. Article Title
• Positive Sentiment: Microsoft’s latest earnings backdrop remains solid, with revenue growth of 18.3% and better-than-expected EPS, helping investors justify the stock’s premium valuation.
• Positive Sentiment: Several bullish writeups and analyst commentary say MSFT still has room to run because Azure, M365 cloud, and AI revenue are expanding faster than the broader software market. Article Title
• Neutral Sentiment: Microsoft is also drawing attention from investors, fund managers, and even congressional buyers, which supports the stock’s defensive-growth reputation but does not change fundamentals on its own.
• Negative Sentiment: A TechCrunch report says Microsoft is facing backlash for threatening a security researcher over unpatched bugs and code disclosure, adding some reputational noise ahead of Build. Article Title

Microsoft Price Performance

NASDAQ MSFT opened at $450.24 on Monday. The stock has a 50 day moving average price of $402.09 and a 200-day moving average price of $434.12. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a market capitalization of $3.34 trillion, a P/E ratio of 26.80, a P/E/G ratio of 1.62 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the previous year, the business posted $3.46 earnings per share. Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. As a group, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

About Microsoft

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).