Asset Dedication LLC Sells 4,849 Shares of Microsoft Corporation $MSFT

Asset Dedication LLC cut its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 13.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,835 shares of the software giant's stock after selling 4,849 shares during the quarter. Microsoft accounts for 0.8% of Asset Dedication LLC's portfolio, making the stock its 17th biggest holding. Asset Dedication LLC's holdings in Microsoft were worth $11,785,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC lifted its position in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC boosted its position in shares of Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC increased its stake in 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 acquiring an additional 21 shares during the period. Pollock Investment Advisors LLC increased 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 valued at $1,453,000 after acquiring an additional 21 shares during the period. Finally, Better Money Decisions LLC raised its position in Microsoft by 0.6% in the second 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 in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Performance

NASDAQ MSFT opened at $495.40 on Monday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a 50 day moving average of $411.27 and a 200-day moving average of $408.06. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm has a market cap of $3.68 trillion, a price-to-earnings ratio of 27.58, a PEG ratio of 1.59 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft's revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.65 EPS. On average, equities analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's payout ratio is presently 20.27%.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of Microsoft in a report on Monday, July 20th. Benchmark restated a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Dbs Bank decreased their price target on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. BMO Capital Markets upped their price target on Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a research report on Thursday, July 30th. Finally, Raymond James Financial lowered Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $560.27.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts continue to highlight Microsoft’s Azure expansion, accelerating Microsoft 365 Copilot adoption, and the company’s ability to sustain double-digit earnings growth. Microsoft’s latest quarter also exceeded expectations, with revenue of approximately $90 billion and earnings growth supported by Azure. Microsoft’s Cloud Gains Can Sustain Double-Digit Earnings Growth
• Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing stronger Copilot demand and accelerating infrastructure investment. Other analysts remain bullish, with a six-month median target near $540, reinforcing investor confidence in Microsoft’s long-term AI positioning. JPMorgan Raises Microsoft Price Target
• Positive Sentiment: Microsoft is combining its consumer and enterprise Copilot applications into a unified platform, potentially improving distribution, user engagement, and monetization as it competes with ChatGPT, Gemini, and Claude. Microsoft Unifies Copilot Applications
• Neutral Sentiment: Microsoft approved the first AI data-center deployment under its $9.7 billion agreement with IREN, supporting Azure capacity expansion. The deal improves supply visibility but also underscores Microsoft’s substantial capital requirements. IREN Delivers First AI Cloud Deployment
• Negative Sentiment: Investors remain concerned that Microsoft’s roughly $175 billion AI infrastructure spending plan could pressure free cash flow and cloud margins. A reported decline in cloud gross margin and higher data-center, chip, electricity, and labor costs raise questions about how much of the company’s large AI backlog will translate into profit. Microsoft’s AI Backlog and Profitability Concerns
• Negative Sentiment: Reports that Microsoft has closed at least 15 China offices and joint ventures add geopolitical and operational uncertainty, although Azure reportedly provides a profitable reason to retain a limited China presence. Microsoft Retreats in China

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 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 sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 37,310 shares of company stock worth $17,256,219. Insiders own 0.03% of the company's stock.

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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