Collaborative Wealth Managment Inc. Sells 2,582 Shares of Microsoft Corporation $MSFT

Collaborative Wealth Managment Inc. cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 63.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,483 shares of the software giant's stock after selling 2,582 shares during the period. Collaborative Wealth Managment Inc.'s holdings in Microsoft were worth $549,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of 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 buying an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC increased its holdings in Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after buying an additional 20 shares during the last quarter. 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 acquiring an additional 21 shares during the period. Endowment Wealth Management Inc. raised its position in Microsoft by 0.4% in the third quarter. Endowment Wealth Management Inc. now owns 5,251 shares of the software giant's stock worth $2,720,000 after acquiring an additional 21 shares during the period. Finally, Pollock Investment Advisors LLC boosted its stake in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after acquiring an additional 21 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations: Azure revenue increased 43%, ahead of roughly 40% analyst expectations, and annual Azure revenue surpassed $100 billion for the first time. The performance eased concerns that demand for AI infrastructure might be slowing. Microsoft tops quarterly cloud growth estimates
• Positive Sentiment: Strong earnings beat: Microsoft reported $4.74 in adjusted EPS versus a $4.24 consensus estimate and $90.01 billion in revenue versus expectations of $87.62 billion. Revenue rose 17.7% year over year, while profit increased about 31%. Microsoft fourth-quarter earnings
• Positive Sentiment: AI monetization is accelerating: Microsoft 365 Copilot surpassed 30 million paid seats, while management described the next growth phase as a “per seat plus consumption” model. Investors viewed Azure and Copilot adoption as evidence that AI investments are translating into commercial demand.
• Positive Sentiment: Spending concerns moderated: Microsoft held its capital-expenditure outlook broadly steady and said it expects continued cash generation in fiscal 2027. Management also said GPU spending could be adjusted if demand weakens, helping counter fears of unchecked AI-related cash burn. Microsoft keeps capex forecast unchanged
• Positive Sentiment: Backlog and analyst support improved: Commercial remaining performance obligations reached a record $678 billion, up 84% year over year. RBC, Goldman Sachs, BMO, TD Cowen and DA Davidson were among firms maintaining positive ratings or raising targets.
• Neutral Sentiment: Xbox strategy: New gaming chief Asha Sharma aims to exceed peers’ margins by 2030 through Minecraft investment and partnerships, including in China. The plan could support longer-term profitability but remains execution-dependent. Microsoft Xbox margin plan
• Negative Sentiment: Risks remain: Wiz reported a cloud vulnerability that could have exposed Microsoft customers, while U.K. regulators are investigating Microsoft 365 subscription marketing. Several securities-fraud law firms also publicized shareholder lawsuits. These developments are potential overhangs, although they did not offset the earnings-driven optimism.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated 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 approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on MSFT. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note on Thursday. DA Davidson reissued a "buy" rating and set a $550.00 price target on shares of Microsoft in a report on Thursday. Truist Financial restated a "buy" rating and issued a $575.00 price target on shares of Microsoft in a research report on Wednesday, July 22nd. New Street Research decreased their price objective on Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Finally, Citigroup reaffirmed a "buy" rating and set a $600.00 price objective (up from $570.00) on shares of Microsoft in a research report on Tuesday. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $558.64.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $451.10 on Friday. The firm has a market cap of $3.35 trillion, a price-to-earnings ratio of 25.12, a P/E/G ratio of 1.20 and a beta of 1.13. The firm has a fifty day moving average price of $397.07 and a 200 day moving average price of $405.54. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating 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 33.07%. Microsoft's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.65 EPS. As a group, sell-side analysts expect that Microsoft Corporation will post 19.28 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's payout ratio is 21.67%.

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.