Microsoft Corporation $MSFT Shares Sold by Goodman Advisory Group LLC

Goodman Advisory Group LLC lowered its holdings in Microsoft Corporation (NASDAQ:MSFT) by 8.3% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 22,948 shares of the software giant’s stock after selling 2,082 shares during the period. Microsoft comprises 2.2% of Goodman Advisory Group LLC’s portfolio, making the stock its 14th largest position. Goodman Advisory Group LLC’s holdings in Microsoft were worth $8,495,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the business. Norges Bank acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $50,664,631,000. Auto Owners Insurance Co raised its holdings in Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares in the last quarter. Nuveen LLC bought a new position in Microsoft during the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its holdings in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after acquiring an additional 29,906,791 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and bullish commentators continue to argue that Microsoft’s AI and Azure businesses can offset near-term pain, with reports highlighting strong cloud spending, Azure market-share gains, and the company’s “orchestration” opportunity in enterprise AI. Article Title
• Positive Sentiment: DA Davidson reaffirmed a Buy rating and a $550 price target, reinforcing the view that MSFT still has meaningful upside if AI monetization and cloud growth continue. Article Title
• Neutral Sentiment: Microsoft is also getting attention for product-streamlining moves, including plans to consolidate Copilot into a unified app and strengthen enterprise AI workflows, which could improve focus but won’t move results immediately. Article Title
• Neutral Sentiment: There was also a separate report that a new federal bill could require AI-generated content to be labeled, which may affect Microsoft’s AI products in the future but does not appear to be an immediate earnings driver. Article Title
• Negative Sentiment: The biggest drag is the Xbox reset: Microsoft is cutting thousands of gaming jobs, spinning off studios, and acknowledging the business is “not healthy,” which raises concerns about execution and profitability in gaming. Article Title
• Negative Sentiment: Investors are also worrying that Microsoft’s aggressive AI infrastructure spending and higher memory costs could pressure margins, even as the company tries to show that the cuts improve efficiency. Article Title
• Negative Sentiment: Ongoing class-action and securities-fraud headlines are adding overhang, keeping some investors cautious while legal claims tied to prior AI disclosures work through the courts. Article Title

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent analyst reports. Stifel Nicolaus cut their target price on shares of Microsoft from $415.00 to $400.00 and set a “hold” rating on the stock in a research note on Thursday, June 25th. TD Cowen reiterated a “buy” rating and issued a $540.00 price target on shares of Microsoft in a research note on Thursday, June 4th. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price objective for the company in a report on Wednesday, May 13th. BMO Capital Markets cut their price objective on Microsoft from $575.00 to $505.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 28th. Finally, Bank of America initiated coverage on Microsoft in a report on Tuesday, March 24th. They set a “buy” rating and a $500.00 target price on the stock. Forty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $560.75.

Microsoft Trading Down 1.0%

Microsoft stock opened at $386.74 on Tuesday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The firm’s 50-day moving average is $406.14 and its 200-day moving average is $417.46. 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 cap of $2.87 trillion, a P/E ratio of 23.02, a PEG ratio of 1.22 and a beta of 1.13.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share 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 business had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the prior year, the firm earned $3.46 EPS. The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. On average, equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is 21.67%.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly 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 document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by company insiders.

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).