Microsoft Corporation $MSFT Shares Sold by BCS Wealth Management

BCS Wealth Management reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 58.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,452 shares of the software giant’s stock after selling 9,112 shares during the quarter. BCS Wealth Management’s holdings in Microsoft were worth $2,389,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the fourth quarter worth $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft during the fourth quarter valued at $36,000. Fairway Wealth LLC lifted its holdings in shares of Microsoft by 287.0% during the fourth 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 last quarter. Finally, LSV Asset Management acquired a new position in shares of Microsoft in the 4th quarter valued at $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Down 1.2%

Shares of NASDAQ:MSFT opened at $368.57 on Tuesday. The firm has a fifty day moving average of $409.33 and a two-hundred day moving average of $420.11. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The firm has a market capitalization of $2.74 trillion, a P/E ratio of 21.94, a price-to-earnings-growth ratio of 1.34 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the prior year, the business posted $3.46 earnings per share. On average, equities analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Insider Transactions at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the 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 transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last three months. 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: Some bullish voices argue the selloff has made Microsoft look oversold, with analysts and strategists like Dan Ives calling the pullback a buying opportunity and pointing to Microsoft’s long-term AI and cloud strength. Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
• Positive Sentiment: Michael Burry disclosed long-dated call options on Microsoft, a signal that at least one high-profile investor sees significant upside over the next several years. “Big Short” Legend Michael Burry Just Bet Big on Microsoft
• Positive Sentiment: Microsoft also announced new enterprise partnerships, including integrations that expand its cloud, AI, and cybersecurity ecosystem, which supports the long-term growth story. Microsoft (MSFT) Expands Operations With a New Strategic Partnership
• Neutral Sentiment: Several articles frame the stock’s recent weakness as a value-versus-trap debate, reflecting uncertainty rather than a clear new catalyst. Microsoft Stock: Value Trap or Buying Opportunity?
• Neutral Sentiment: Microsoft is also facing fresh regulatory and legal scrutiny, including an EU gatekeeper review, an Italy antitrust probe, and a copyright lawsuit tied to AI training data, which adds headline risk. Microsoft (MSFT) Faces EU Gatekeeper Move And Italy Antitrust Probe
• Negative Sentiment: Brokerage sentiment has also turned more cautious, with Stifel cutting its price target and keeping a Hold rating amid margin concerns. Stifel Lowers PT on Microsoft (MSFT), Maintains a Hold Rating
• Negative Sentiment: Investor lawsuits and class-action notices related to alleged securities fraud and Copilot deficiencies are adding to sentiment pressure around the stock. Deadline Alert: Microsoft Corporation (MSFT) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MSFT. Benchmark reissued a “buy” rating and issued a $525.00 price target (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Evercore decreased their target price on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a report on Thursday, April 30th. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Finally, Raymond James Financial downgraded shares of Microsoft from a “market perform” rating to a “market perform” rating in a research report on Tuesday, May 5th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $560.86.

About Microsoft

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).