Microsoft Corporation $MSFT Shares Sold by CFS Investment Advisory Services LLC

CFS Investment Advisory Services LLC cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 13,936 shares of the software giant’s stock after selling 1,320 shares during the quarter. CFS Investment Advisory Services LLC’s holdings in Microsoft were worth $5,159,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Taylor Securities Services Inc. purchased a new stake in shares of Microsoft during the fourth quarter worth $2,616,000. Werba Rubin Papier Wealth Management grew its stake in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock valued at $6,041,000 after acquiring an additional 1,698 shares in the last quarter. SG Americas Securities LLC raised its holdings in Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after acquiring an additional 6,468,645 shares during the last quarter. World Investment Advisors lifted its stake in Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock worth $131,750,000 after purchasing an additional 49,371 shares in the last quarter. Finally, Overbrook Management Corp lifted its stake in Microsoft by 2.8% in the 4th quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock worth $42,334,000 after purchasing an additional 2,384 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of analyst reports. Guggenheim restated a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research report on Thursday, April 30th. New Street Research reduced their price objective on Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Wedbush reissued an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a research note on Wednesday, May 13th. HSBC dropped their target price on Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 target price on shares of Microsoft in a research note on Wednesday. Forty-three analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $556.37.

Microsoft Trading Down 1.9%

Shares of Microsoft stock opened at $390.34 on Thursday. The stock has a 50 day moving average of $399.57 and a 200 day moving average of $408.91. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market capitalization of $2.90 trillion, a price-to-earnings ratio of 23.23, a PEG ratio of 1.22 and a beta of 1.13. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the previous year, the business earned $3.46 earnings per share. The company’s revenue for the quarter was up 18.3% on a year-over-year basis. As a group, research analysts predict that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Dividend Announcement

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

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were 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 of the company’s stock, valued at $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 available through this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last 90 days. 0.03% of the stock is owned by insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts at Morgan Stanley, Bernstein, Truist, and CLSA remained constructive on Microsoft, with reports calling the stock deeply undervalued and setting price targets well above current levels. Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says
• Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI, adding another way to grow its cloud and AI ecosystem in Europe and regulated industries. Microsoft to fund Mistral’s European AI expansion in multibillion-dollar deal
• Positive Sentiment: Microsoft also deepened AI-related ties through new commitments to the DOE’s “Genesis Mission,” reinforcing its role in major public-sector AI infrastructure projects. Microsoft commits $60M to ‘Genesis Mission’ to help power Dept. of Energy’s AI-for-science push
• Positive Sentiment: Reports highlighted record data-center demand led by hyperscalers including Microsoft, suggesting its AI infrastructure buildout remains robust despite the selloff. Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand
• Neutral Sentiment: Microsoft’s upcoming July 29 earnings report is the next major catalyst, with Wall Street focused on Azure growth, AI margins, and whether heavy capex is starting to bite.
• Neutral Sentiment: Several articles noted strong buy-the-dip interest from retail investors, but this is sentiment-driven rather than a direct business update.
• Negative Sentiment: Investor concern is growing that Microsoft’s elevated AI spending is becoming an overhang, potentially pressuring near-term profitability and limiting upside. Microsoft Q4 Earnings Preview – Oppenheimer Says Demand Is Healthy, ‘But Elevated Capex Remains an Overhang’ on MSFT Stock
• Negative Sentiment: New securities-fraud class-action headlines tied to alleged AI/Copilot disclosure issues are adding another layer of uncertainty for Microsoft investors. MSFT Shareholder Alert: Microsoft Corporation Securities Class Action Lawsuit – Investors with Losses May Contact Levi & Korsinsky

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).