Microsoft Corporation $MSFT Holdings Cut by Atria Investments Inc

Atria Investments Inc trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 408,397 shares of the software giant’s stock after selling 18,296 shares during the period. Microsoft accounts for 2.2% of Atria Investments Inc’s holdings, making the stock its biggest position. Atria Investments Inc’s holdings in Microsoft were worth $197,509,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Navalign LLC lifted its holdings in Microsoft by 0.7% during the fourth quarter. Navalign LLC now owns 6,898 shares of the software giant’s stock valued at $3,336,000 after purchasing an additional 51 shares in the last quarter. GR Financial Group LLC lifted its holdings in Microsoft by 24.2% during the fourth quarter. GR Financial Group LLC now owns 8,044 shares of the software giant’s stock valued at $3,890,000 after purchasing an additional 1,568 shares in the last quarter. Muhlenkamp & Co. Inc. lifted its holdings in Microsoft by 2.0% during the fourth quarter. Muhlenkamp & Co. Inc. now owns 33,005 shares of the software giant’s stock valued at $15,962,000 after purchasing an additional 658 shares in the last quarter. Foundry Financial Group Inc. lifted its holdings in Microsoft by 6.6% during the fourth quarter. Foundry Financial Group Inc. now owns 2,009 shares of the software giant’s stock valued at $972,000 after purchasing an additional 124 shares in the last quarter. Finally, Catalyst Financial Partners LLC lifted its holdings in Microsoft by 5.6% during the fourth quarter. Catalyst Financial Partners LLC now owns 47,740 shares of the software giant’s stock valued at $23,088,000 after purchasing an additional 2,513 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on MSFT shares. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $502.00 price objective on shares of Microsoft in a report on Thursday. Weiss Ratings downgraded shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, March 24th. Scotiabank decreased their price target on shares of Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a research note on Thursday, April 30th. Melius Research set a $430.00 price objective on shares of Microsoft in a research report on Monday, February 9th. Finally, Barclays restated an “overweight” rating on shares of Microsoft in a research report on Wednesday. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average price target of $561.20.

Microsoft Trading Up 0.2%

Shares of MSFT stock opened at $428.05 on Friday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The company has a 50 day moving average price of $406.72 and a 200 day moving average price of $432.18. 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 stock has a market capitalization of $3.18 trillion, a P/E ratio of 25.48, a price-to-earnings-growth ratio of 1.54 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the previous year, the firm earned $3.46 earnings per share. The firm’s quarterly revenue was up 18.3% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s payout ratio is currently 21.67%.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft used Build 2026 to unveil new in-house AI models, agent tools, Windows upgrades, and quantum computing progress, reinforcing its long-term AI growth story and reducing reliance on OpenAI. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Jefferies and other Wall Street commentators praised Microsoft’s model-agnostic enterprise AI strategy, saying its platform, governance tools, and Azure ecosystem position it well in the enterprise AI race. Microsoft’s model-agnostic AI strategy earns praise from Jefferies
• Positive Sentiment: Analysts reiterated bullish views and price targets, including TD Cowen’s reaffirmed Buy rating, which supports the view that MSFT still has meaningful upside if AI revenue keeps scaling. Microsoft reiterated buy rating and price target
• Positive Sentiment: Microsoft’s AI revenue run rate reportedly crossed $37 billion, and multiple reports highlighted strong Azure and Copilot demand, suggesting monetization is accelerating. Microsoft’s AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Neutral Sentiment: Microsoft’s Q3 results beat estimates on both revenue and EPS, but some coverage said the stock still fell after the report because investors remain cautious about how much AI spending will pressure margins. Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats
• Neutral Sentiment: Microsoft’s new healthcare AI partnership with Mayo Clinic and other collaborations broaden the AI story, but they are still early-stage and not yet major financial drivers. Microsoft Bets Big On Healthcare AI, Teams Up With Mayo Clinic
• Negative Sentiment: Judson Althoff sold 15,500 shares, which can create short-term concern even though the sale was modest relative to his remaining stake. Microsoft (NASDAQ:MSFT) CEO Sells $7,145,345.00 in Stock
• Negative Sentiment: Several articles noted lingering worries about heavy AI capex, OpenAI relationship strain, and pricing pressure in GitHub Copilot, which could weigh on sentiment if investors question the payoff from Microsoft’s spending spree. GitHub Copilot users get a rude awakening as new AI pricing goes into effect

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).