Fishman Jay A Ltd. MI Sells 1,439 Shares of Microsoft Corporation $MSFT

Fishman Jay A Ltd. MI lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 1.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 148,848 shares of the software giant’s stock after selling 1,439 shares during the quarter. Microsoft accounts for approximately 4.9% of Fishman Jay A Ltd. MI’s holdings, making the stock its 5th biggest holding. Fishman Jay A Ltd. MI’s holdings in Microsoft were worth $55,099,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in MSFT. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its position in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure
• Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings
• Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending
• Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Up 2.2%

Shares of NASDAQ MSFT opened at $402.29 on Tuesday. The stock has a market capitalization of $2.99 trillion, a PE ratio of 23.95, a P/E/G ratio of 1.19 and a beta of 1.13. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The firm has a fifty day moving average of $400.07 and a 200-day moving average of $410.17. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its 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 return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period last year, the company posted $3.46 EPS. The business’s quarterly revenue was up 18.3% on a year-over-year basis. On average, analysts anticipate that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Dividend Announcement

The company 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. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is currently 21.67%.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on MSFT. Robert W. Baird cut their price target on Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a report on Wednesday, April 15th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Microsoft in a report on Monday. Barclays reissued an “overweight” rating on shares of Microsoft in a research report on Wednesday, June 3rd. Bank of America began coverage on shares of Microsoft in a research report on Tuesday, March 24th. They set a “buy” rating and a $500.00 target price on the stock. Finally, Citizens Jmp began coverage on Microsoft in a report on Monday, June 1st. They set an “outperform” rating and a $550.00 price objective on the stock. Forty-two research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $557.46.

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).