Angeles Wealth Management LLC Cuts Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Angeles Wealth Management reduced its Microsoft stake by 1.1% in the first quarter, selling 1,107 shares and retaining 97,065 shares valued at approximately $35.9 million. Microsoft represents about 2.0% of the firm’s portfolio, while institutional investors and hedge funds own 71.13% of the stock.
• Microsoft reported a strong quarterly performance, with revenue of $90.01 billion and adjusted EPS of $4.74, exceeding analyst estimates. Azure revenue grew 43% year over year, supporting a consensus “Moderate Buy” rating and average analyst price target of $558.64.
• Despite bullish sentiment, Microsoft faces risks including data-center power constraints, rising AI investment and chip costs, regulatory scrutiny, a reported cloud-security flaw and potential legal overhang from a securities class-action lawsuit. The company also declared a quarterly dividend of $0.91 per share.

Angeles Wealth Management LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 97,065 shares of the software giant's stock after selling 1,107 shares during the period. Microsoft comprises about 2.0% of Angeles Wealth Management LLC's holdings, making the stock its 12th largest holding. Angeles Wealth Management LLC's holdings in Microsoft were worth $35,931,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. WFA Asset Management Corp grew its position in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its position in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its position in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 23,762 shares of company stock worth $10,508,361 over the last 90 days. Company insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on MSFT. Arete Research boosted their target price on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. President Capital lifted their price objective on shares of Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Dbs Bank dropped their price objective on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Wells Fargo & Company upped their price objective on shares of Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research report on Thursday. Finally, Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note on Thursday. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average target price of $558.64.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

Microsoft Stock Up 3.0%

Microsoft stock opened at $464.72 on Friday. The stock's 50 day moving average price is $397.99 and its 200 day moving average price is $405.96. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The company has a market cap of $3.45 trillion, a PE ratio of 25.88, a price-to-earnings-growth ratio of 1.41 and a beta of 1.13. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter in the prior year, the business posted $3.65 earnings per share. Microsoft's revenue was up 17.7% compared to the same quarter last year. On average, sell-side analysts predict that Microsoft Corporation will post 19.53 EPS for the current fiscal year.

Microsoft Announces Dividend

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 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 0.8%. Microsoft's dividend payout ratio (DPR) is 20.27%.

About Microsoft

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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