Bellevue Asset Management LLC Reduces Holdings in Microsoft Corporation $MSFT

Key Points

• Bellevue Asset Management trimmed its Microsoft stake by 1.0% in Q4, selling 1,318 shares and now holding 135,538 shares worth $65.545 million; Microsoft represents 30.2% of Bellevue's portfolio and is its largest position.
• Microsoft beat quarterly expectations with $4.27 EPS and $82.9 billion in revenue (up 18.3% year‑over‑year) and remains a $3.07 trillion company with a P/E of about 24.6.
• Analyst sentiment is broadly positive (consensus Moderate Buy, $556 target), but several firms trimmed price targets and investors are cautious over rising AI capex and post‑earnings weakness.

Bellevue Asset Management LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 135,538 shares of the software giant's stock after selling 1,318 shares during the quarter. Microsoft makes up 30.2% of Bellevue Asset Management LLC's holdings, making the stock its largest position. Bellevue Asset Management LLC's holdings in Microsoft were worth $65,545,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of MSFT. IRON Financial LLC grew its holdings in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after buying an additional 1,225 shares in the last quarter. PMG Family Office LLC bought a new position in shares of Microsoft during the third quarter worth about $828,000. Trifecta Capital Advisors LLC grew its holdings in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock worth $36,347,000 after buying an additional 1,572 shares in the last quarter. TD Waterhouse Canada Inc. grew its holdings in shares of Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock worth $493,860,000 after buying an additional 9,700 shares in the last quarter. Finally, Weaver Capital Management LLC grew its holdings in shares of Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock worth $9,499,000 after buying an additional 2,247 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms recently issued reports on MSFT. Wedbush reiterated an "outperform" rating and set a $575.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Oppenheimer restated an "outperform" rating and issued a $515.00 price target (down from $630.00) on shares of Microsoft in a research note on Monday, April 27th. BMO Capital Markets decreased their price target on Microsoft from $575.00 to $505.00 and set an "outperform" rating for the company in a research note on Tuesday, April 28th. President Capital raised their price target on Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. Finally, HSBC decreased their price target on Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price of $556.00.

Microsoft Stock Performance

NASDAQ:MSFT opened at $413.62 on Tuesday. The stock has a market cap of $3.07 trillion, a P/E ratio of 24.62, a PEG ratio of 1.55 and a beta of 1.10. The stock has a 50 day simple moving average of $395.28 and a 200 day simple moving average of $447.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company's quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.46 EPS. Research analysts anticipate that Microsoft Corporation will post 16.68 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's payout ratio is currently 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft moved Agent 365 out of preview to general availability, positioning itself as a leader in governance and security for enterprise AI agents — this improves MSFT's enterprise stickiness and could accelerate cloud/Copilot adoption. Microsoft takes Agent 365 out of preview
• Positive Sentiment: A small OpenClaw team is building "Project Lobster," an always-on assistant for knowledge workers inside Microsoft 365 — a product-led initiative that could expand Copilot-like monetization across Office workloads. Microsoft's OpenClaw team takes on the personal assistant challenge
• Positive Sentiment: Street support remains: Bernstein recently lifted its price objective and other analysts highlight large backlog growth and long-run upside, reinforcing a constructive view on MSFT's AI/cloud runway. Microsoft (MSFT): Most Promising AI Stock to Invest In
• Neutral Sentiment: Partner ecosystem traction: Microsoft is showing up in industry implementations (e.g., Medline’s Mpower supply‑chain solution built with Microsoft, and strong MSP adoption via Nerdio), which signals steady commercial demand but not immediate margin impact. Medline officially launches Mpower
• Negative Sentiment: Capital spending worries: analysts and commentators are flagging sharply higher AI capex (guidance for large GPU/infra spend and multiyear capex) and concerns about near-term capex ROI — a primary driver behind recent investor selling. Microsoft: Reasons To Be Concerned About Capex ROI
• Negative Sentiment: Post‑earnings weakness persists: the stock dropped after last week’s results as some investors parsed the spending outlook and backlog/momentum nuances, and commentators note the market reaction remains cautious. What can power Microsoft stock higher after earnings stumble?
• Negative Sentiment: Wider tech headwinds: hedge‑fund de‑risking of big tech and local data‑center/energy constraints (e.g., Denmark connection pauses) add macro and operational risk to MSFT’s hyperscale buildout. Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the company's stock in a transaction on Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

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).

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