Alpha Family Trust Cuts Holdings in Microsoft Corporation $MSFT

Key Points

• Alpha Family Trust reduced its Microsoft stake by 3.1% in the first quarter, selling 1,035 shares and retaining 32,070 shares valued at approximately $11.9 million. Microsoft remains the trust’s fourth-largest holding, representing about 5.8% of its portfolio.
• Microsoft reported stronger-than-expected quarterly results, with EPS of $4.74 and revenue of $90.01 billion, up 17.7% year over year. Institutional investors own approximately 71.13% of the company.
• The company declared a quarterly dividend of $0.91 per share, equivalent to an annualized $3.64 and a 0.7% yield. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $558.87.

Alpha Family Trust lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 32,070 shares of the software giant's stock after selling 1,035 shares during the period. Microsoft makes up approximately 5.8% of Alpha Family Trust's holdings, making the stock its 4th largest holding. Alpha Family Trust's holdings in Microsoft were worth $11,871,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC boosted its holdings in shares of Microsoft by 4.9% in the third 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 period. Fischer Investment Strategies LLC boosted its holdings in shares of Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after purchasing an additional 21 shares during the period. Pollock Investment Advisors LLC grew its stake in Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after purchasing an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC increased its holdings in Microsoft by 0.6% during the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock worth $1,740,000 after purchasing an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Up 0.0%

Shares of NASDAQ MSFT opened at $499.99 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock has a market capitalization of $3.71 trillion, a P/E ratio of 27.84, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The business has a fifty day moving average price of $404.86 and a 200 day moving average price of $406.96.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm's quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.65 earnings per share. Equities research analysts expect that Microsoft Corporation will post 19.58 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. 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 0.7%. Microsoft's payout ratio is presently 20.27%.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on MSFT. DZ Bank reaffirmed a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. HSBC cut their price target on Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Arete Research lifted their price objective on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. China Renaissance lowered their price objective on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a research note on Monday, May 4th. Finally, Raymond James Financial cut shares of Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and an average price target of $558.87.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

Insider Buying and Selling

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction on Tuesday, August 4th. The stock was 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 directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 38,572 shares of company stock worth $17,775,330 in the last 90 days. 0.03% of the stock is owned by corporate insiders.

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).

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