Geneva Partners LLC Reduces Position in Microsoft Corporation $MSFT

Posted by ABMN Staff on Jul 21st, 2026

Geneva Partners LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 70.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,460 shares of the software giant’s stock after selling 17,461 shares during the quarter. Microsoft comprises approximately 1.3% of Geneva Partners LLC’s portfolio, making the stock its 25th largest holding. Geneva Partners LLC’s holdings in Microsoft were worth $2,761,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC raised its holdings 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 during the period. Shepherd Kaplan Krochuk LLC boosted its holdings in Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC grew its stake in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after buying an additional 21 shares during the period. Pollock Investment Advisors LLC increased its holdings in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after buying an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC raised its position in shares of Microsoft by 0.6% during the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after buying an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

NASDAQ MSFT opened at $402.29 on Tuesday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company has a market cap of $2.99 trillion, a P/E ratio of 23.95, a P/E/G ratio of 1.19 and a beta of 1.13. The stock has a 50-day moving average of $400.07 and a two-hundred day moving average of $410.17. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The business had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter last year, the firm posted $3.46 earnings per share. As a group, analysts anticipate that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Announces Dividend

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

Insider Transactions at Microsoft

In other 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 sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction 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 directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Microsoft in a report on Monday. CLSA initiated coverage on Microsoft in a report on Monday. They set an “outperform” rating and a $535.00 price target for the company. Mizuho cut their price objective on Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a research report on Wednesday, July 15th. Dbs Bank lowered their target price on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $502.00 price target on shares of Microsoft in a research report on Thursday, June 4th. Forty-two equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $557.46.

Check Out Our Latest Stock Report on Microsoft

Key Microsoft News

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

Microsoft Profile

(Free Report)

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).