Microsoft Corporation $MSFT is Burns J W & Co. Inc. NY’s 2nd Largest Position

Burns J W & Co. Inc. NY cut its holdings in Microsoft Corporation (NASDAQ:MSFT) by 6.4% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 120,322 shares of the software giant’s stock after selling 8,248 shares during the period. Microsoft comprises about 5.1% of Burns J W & Co. Inc. NY’s holdings, making the stock its 2nd largest position. Burns J W & Co. Inc. NY’s holdings in Microsoft were worth $44,540,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp grew its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its position 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 during the last quarter. Wealth Group Ltd. lifted its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its stake in Microsoft by 0.4% in 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 in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on MSFT shares. Oppenheimer reissued an “outperform” rating and set a $515.00 price target (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. DZ Bank restated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Raymond James Financial lowered Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Cantor Fitzgerald reiterated an “overweight” rating and set a $502.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. Finally, Barclays reissued an “overweight” rating on shares of Microsoft in a research note on Wednesday, June 3rd. Forty-one analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $560.86.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $368.57 on Tuesday. The company has a market cap of $2.74 trillion, a P/E ratio of 21.94, a P/E/G ratio of 1.34 and a beta of 1.11. The business has a fifty day simple moving average of $409.33 and a 200-day simple moving average of $420.11. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. 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 (NASDAQ:MSFT) last released 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. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm’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. Equities research analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently disclosed 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. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Microsoft News Roundup

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

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).