Activest Wealth Management Decreases Stake in Microsoft Corporation $MSFT

Activest Wealth Management trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 32.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 12,034 shares of the software giant's stock after selling 5,730 shares during the quarter. Microsoft accounts for about 0.9% of Activest Wealth Management's investment portfolio, making the stock its 16th biggest position. Activest Wealth Management's holdings in Microsoft were worth $4,489,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. 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 valued at $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft in the fourth quarter worth $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the fourth quarter worth $36,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares in the last quarter. Finally, Frankly Finances LLC acquired a new stake in Microsoft in the second quarter valued at $35,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company's stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 101,335 shares of company stock worth $50,655,795. 0.03% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent analyst reports. Bank of America raised their price objective on shares of Microsoft from $500.00 to $600.00 and gave the stock a "buy" rating in a report on Tuesday, September 1st. Barclays cut their target price on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. Stifel Nicolaus increased their price target on shares of Microsoft from $450.00 to $530.00 and gave the stock a "hold" rating in a research report on Friday, September 4th. Cantor Fitzgerald lifted their price target on Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a research note on Monday, July 27th. Finally, Citizens Jmp reissued a "market outperform" rating and issued a $550.00 price objective on shares of Microsoft in a report on Tuesday, July 28th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $564.27.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure has surpassed a $100 billion annualized revenue run rate and reorganized its reporting structure around AI agents and infrastructure. The disclosure improves visibility into the company’s fastest-growing business and reinforces the long-term AI investment case. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is supporting UpDoc’s team in an ARPA-H program developing autonomous clinical AI for cardiovascular care, alongside OpenAI and NVIDIA. The initiative offers potential strategic and reputational benefits in healthcare AI, although the immediate financial impact is likely limited. ARPA-H Selects UpDoc to Lead Development of Autonomous Clinical AI System
• Positive Sentiment: Pershing Square, managed by Bill Ackman, reportedly increased its Microsoft position by 6.2 million shares. The purchase may provide a sentiment boost by signaling confidence from a prominent activist investor. Pershing Square’s Bill Ackman Boosts Microsoft Stake
• Neutral Sentiment: Strong demand for high-bandwidth memory from Microsoft and other AI companies is benefiting suppliers such as SK Hynix. The report highlights Microsoft’s continued AI infrastructure spending, but also underscores dependence on costly hardware and supply-chain capacity. Nvidia and Meta Are Hungry for HBM
• Negative Sentiment: Microsoft’s latest Patch Tuesday addressed a record 974 vulnerabilities, including two Windows zero-days reportedly exploited in the wild. While the fixes reduce longer-term security risk, the scale of the release may raise concerns about software quality, cybersecurity costs and potential customer disruption. Microsoft Patches Record 974 Flaws
• Negative Sentiment: An analyst downgrade argues that Microsoft’s AI capital-expenditure rotation does not yet support an optimistic view, intensifying concerns that infrastructure spending could pressure returns and free cash flow before monetization catches up. Microsoft: CapEx Rotation Does Not Support an Optimistic View
• Negative Sentiment: Fresh lawsuits from news organizations over AI training and content usage add legal and regulatory uncertainty to Microsoft’s OpenAI relationship. Rising Treasury yields are an additional valuation headwind for large technology companies. Microsoft’s OpenAI Partnership Draws Fresh Legal Fire

Microsoft Stock Down 0.5%

Microsoft stock opened at $491.65 on Thursday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a 50-day simple moving average of $451.71 and a 200-day simple moving average of $417.95. The firm has a market capitalization of $3.65 trillion, a P/E ratio of 27.37, a P/E/G ratio of 1.59 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the firm posted $3.65 EPS. As a group, equities analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.