Gerber LLC Sells 2,920 Shares of Microsoft Corporation $MSFT

Gerber LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 40.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,227 shares of the software giant’s stock after selling 2,920 shares during the period. Microsoft comprises 1.4% of Gerber LLC’s portfolio, making the stock its 14th largest position. Gerber LLC’s holdings in Microsoft were worth $2,189,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. AlphaQuest LLC increased its holdings in Microsoft by 5.9% in the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after acquiring an additional 19 shares in the last quarter. Level Financial Advisors increased its holdings in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after buying an additional 20 shares during the last quarter. Red Mountain Financial LLC lifted its stake in shares of Microsoft by 0.7% in the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after purchasing an additional 20 shares during the last quarter. Onyx Financial Advisors LLC boosted its stake in Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after buying an additional 20 shares during the period. Finally, Foundation Wealth Management LLC PA lifted its stake in Microsoft by 1.6% in the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Performance

Shares of MSFT stock opened at $393.67 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The stock has a market cap of $2.92 trillion, a PE ratio of 24.62, a price-to-earnings-growth ratio of 1.62 and a beta of 1.08. The business has a 50-day simple moving average of $470.24 and a 200-day simple moving average of $496.99.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period last year, the company earned $3.23 earnings per share. Microsoft’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th 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 is Thursday, February 19th. Microsoft’s payout ratio is currently 22.76%.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the sale, the executive vice president owned 55,782 shares in the company, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 12,750 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft beat Q2 expectations on Jan. 28 and reported a record cloud quarter, supporting the long-term growth case for Azure and Copilot adoption improvements. Read More.
• Positive Sentiment: Certain analysts remain bullish: TD Cowen and Piper Sandler reiterated Buy/Overweight views and high price targets (~$600+), arguing Microsoft remains a top AI hyperscaler play despite near-term noise. Read More.
• Neutral Sentiment: Microsoft is partnering with the UK government on deepfake detection — a credibility/PR positive but limited near-term revenue impact. Read More.
• Neutral Sentiment: Management changes in security leadership and commercial reorganization indicate ongoing operational adjustments; these are execution items investors should monitor. Read More.
• Negative Sentiment: Stifel issued a rare downgrade to Hold, flagging slower Azure growth, rising AI infrastructure and inference costs, and tougher cloud competition (Google, Anthropic). That downgrade catalyzed much of today’s selling. Read More.
• Negative Sentiment: Analysts and media highlight OpenAI-related liabilities, Copilot adoption slippage and product usability problems — these raise questions about near-term monetization of AI investments. Read More.
• Negative Sentiment: Price-target trims and broad software-sector rotation amplified the move; multiple outlets cited analyst cuts and hedge-fund positioning as technical selling pressure. Read More.
• Negative Sentiment: Market worry over AI capex and margin pressure: some notes point to heavy near-term GPU/inference spending that could compress margins before revenue from AI products scales. Read More.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on MSFT shares. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Guggenheim reaffirmed a “buy” rating and set a $586.00 target price on shares of Microsoft in a research report on Thursday, January 22nd. Evercore ISI lowered their price target on Microsoft from $640.00 to $580.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a report on Sunday, January 18th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and issued a $640.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $593.28.

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).