Berman McAleer LLC Lowers Position in Microsoft Corporation $MSFT

Key Points

• Berman McAleer LLC reduced its Microsoft stake by 10.3% in the first quarter, selling 1,452 shares and leaving it with 12,610 shares valued at about $4.67 million.
• Microsoft has seen mixed sentiment from investors and analysts: some see the recent pullback as a buying opportunity, while others are becoming more cautious due to margin concerns and a lower price target from Stifel.
• The company’s latest earnings were strong, with EPS of $4.27 and revenue of $82.89 billion both beating estimates, and Microsoft also announced a quarterly dividend of $0.91 per share.

Berman McAleer LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,610 shares of the software giant's stock after selling 1,452 shares during the quarter. Microsoft accounts for approximately 0.6% of Berman McAleer LLC's portfolio, making the stock its 28th largest holding. Berman McAleer LLC's holdings in Microsoft were worth $4,668,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in MSFT. Rochester Wealth Strategies LLC lifted its holdings in shares of Microsoft by 2.9% in the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after buying an additional 20 shares during the period. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC raised its position in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC raised its position in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after acquiring an additional 21 shares in the last quarter. Finally, Pollock Investment Advisors LLC lifted its holdings 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. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Some bullish voices argue the selloff has made Microsoft look oversold, with analysts and strategists like Dan Ives calling the pullback a buying opportunity and pointing to Microsoft’s long-term AI and cloud strength. Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
• Positive Sentiment: Michael Burry disclosed long-dated call options on Microsoft, a signal that at least one high-profile investor sees significant upside over the next several years. “Big Short” Legend Michael Burry Just Bet Big on Microsoft
• Positive Sentiment: Microsoft also announced new enterprise partnerships, including integrations that expand its cloud, AI, and cybersecurity ecosystem, which supports the long-term growth story. Microsoft (MSFT) Expands Operations With a New Strategic Partnership
• Neutral Sentiment: Several articles frame the stock’s recent weakness as a value-versus-trap debate, reflecting uncertainty rather than a clear new catalyst. Microsoft Stock: Value Trap or Buying Opportunity?
• Neutral Sentiment: Microsoft is also facing fresh regulatory and legal scrutiny, including an EU gatekeeper review, an Italy antitrust probe, and a copyright lawsuit tied to AI training data, which adds headline risk. Microsoft (MSFT) Faces EU Gatekeeper Move And Italy Antitrust Probe
• Negative Sentiment: Brokerage sentiment has also turned more cautious, with Stifel cutting its price target and keeping a Hold rating amid margin concerns. Stifel Lowers PT on Microsoft (MSFT), Maintains a Hold Rating
• Negative Sentiment: Investor lawsuits and class-action notices related to alleged securities fraud and Copilot deficiencies are adding to sentiment pressure around the stock. Deadline Alert: Microsoft Corporation (MSFT) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last ninety days. 0.03% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of recent analyst reports. BNP Paribas Exane lowered their price target on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research note on Friday, May 1st. Bank of America assumed coverage on shares of Microsoft in a research note on Tuesday, March 24th. They issued a "buy" rating and a $500.00 price objective for the company. BMO Capital Markets decreased their price objective on shares of Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a report on Tuesday, April 28th. Wedbush restated an "outperform" rating and set a $575.00 target price on shares of Microsoft in a research report on Wednesday, May 13th. Finally, Oppenheimer reaffirmed an "outperform" rating and issued a $515.00 target price (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $560.86.

Microsoft Trading Down 1.2%

NASDAQ:MSFT opened at $368.57 on Tuesday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock has a fifty day simple moving average of $409.33 and a 200-day simple moving average of $420.11. The company has a market capitalization of $2.74 trillion, a PE ratio of 21.94, a price-to-earnings-growth ratio of 1.34 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. During the same period in the prior year, the company earned $3.46 EPS. The firm's revenue was up 18.3% on a year-over-year basis. On average, equities research analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared 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 is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft's dividend payout ratio is currently 21.67%.

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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