Breachway Investments LLC Lowers Stock Position in Microsoft Corporation $MSFT

Key Points

• Breachway Investments reduced its Microsoft position by 34.9% in the second quarter, selling 999 shares and retaining 1,865 shares valued at approximately $696,000. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft insiders sold 37,310 shares worth about $17.3 million during the last quarter, including significant sales by executives Takeshi Numoto and Judson Althoff.
• Despite the selling, Wall Street remains positive: 42 analysts rate Microsoft a Buy and five rate it Hold, producing a “Moderate Buy” consensus and an average price target of $560.27. The company also exceeded quarterly earnings and revenue expectations.

Breachway Investments LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 34.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,865 shares of the software giant's stock after selling 999 shares during the period. Microsoft accounts for approximately 1.0% of Breachway Investments LLC's holdings, making the stock its 14th biggest position. Breachway Investments LLC's holdings in Microsoft were worth $696,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. WFA Asset Management Corp lifted its holdings in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its position 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 buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased 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 valued at $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its stake in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In related news, 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 transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated Monday, June 1st. The shares were 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 of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,310 shares of company stock worth $17,256,219 in the last quarter. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Benchmark reissued a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Phillip Securities downgraded shares of Microsoft from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Piper Sandler lifted their price target on shares of Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a research note on Tuesday, July 28th. Raymond James Financial cut shares of Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. Finally, Citizens Jmp restated a "market outperform" rating and set a $550.00 price objective on shares of Microsoft in a research report on Tuesday, July 28th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and an average target price of $560.27.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
• Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
• Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
• Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
• Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
• Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now

Microsoft Trading Up 1.7%

Microsoft stock opened at $513.53 on Friday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The company has a market cap of $3.81 trillion, a P/E ratio of 28.59, a P/E/G ratio of 1.65 and a beta of 1.11. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The business has a 50-day simple moving average of $430.87 and a two-hundred day simple moving average of $412.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm's revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the firm posted $3.65 earnings per share. Analysts predict that Microsoft Corporation will post 19.59 EPS for the current 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 paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

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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