Microsoft Corporation $MSFT Stock Position Lowered by LM Advisors LLC

LM Advisors LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 51.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,020 shares of the software giant’s stock after selling 18,114 shares during the period. Microsoft comprises approximately 4.7% of LM Advisors LLC’s holdings, making the stock its 5th biggest holding. LM Advisors LLC’s holdings in Microsoft were worth $8,231,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% in the 2nd 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 period. Bernzott Capital Advisors acquired a new position in Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft during the 4th quarter valued at about $36,000. Fairway Wealth LLC boosted its stake in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the period. Finally, Sellwood Investment Partners LLC bought a new stake in shares of Microsoft during the 3rd quarter worth about $49,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity

In other news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction 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 approximately $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research reports. UBS Group reiterated a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Cantor Fitzgerald restated an “overweight” rating and set a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Tigress Financial boosted their price objective on shares of Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. TD Cowen restated a “buy” rating and set a $540.00 price target on shares of Microsoft in a research note on Thursday, June 4th. Finally, Arete Research increased their price target on shares of Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Microsoft Stock Performance

Shares of MSFT stock opened at $390.74 on Monday. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The stock has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11. 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 firm has a fifty day moving average of $411.08 and a 200-day moving average of $428.64.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $81.44 billion. During the same quarter in the prior year, the company posted $3.46 EPS. The business’s revenue was up 18.3% on a year-over-year basis. On average, equities research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

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).