Concorde Asset Management LLC Sells 2,075 Shares of Microsoft Corporation $MSFT

Key Points

• Concorde Asset Management reduced its Microsoft stake by 36.8%, selling 2,075 shares and retaining 3,565 shares valued at approximately $1.32 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported stronger-than-expected quarterly results, with $4.74 in earnings per share and $90.01 billion in revenue, representing 17.7% year-over-year revenue growth. The company also declared a quarterly dividend of $0.91 per share.
• Analyst sentiment remains broadly positive, with a “Moderate Buy” consensus and an average price target of $560.27, though investors remain concerned that heavy AI infrastructure spending could pressure free cash flow and cloud margins.

Concorde Asset Management LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 36.8% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,565 shares of the software giant's stock after selling 2,075 shares during the period. Concorde Asset Management LLC's holdings in Microsoft were worth $1,320,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after purchasing an additional 15,955,898 shares during the last quarter. State Street Corp boosted its position in Microsoft by 2.1% during the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock valued at $148,060,557,000 after buying an additional 6,388,930 shares during the period. Geode Capital Management LLC grew its stake in shares of Microsoft by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock valued at $88,056,019,000 after buying an additional 1,911,142 shares during the last quarter. Morgan Stanley increased its holdings in shares of Microsoft by 0.8% in the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock worth $58,624,690,000 after buying an additional 980,439 shares during the period. Finally, Norges Bank purchased a new position in shares of Microsoft in the fourth quarter worth about $50,664,631,000. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

Shares of 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 debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company's 50-day moving average is $411.27 and its 200 day moving average is $408.06. The stock has a market capitalization of $3.68 trillion, a P/E ratio of 27.58, a P/E/G ratio of 1.59 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data 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 during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the business posted $3.65 earnings per share. On average, sell-side analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current 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 paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Key Stories Impacting Microsoft

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

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on MSFT shares. CLSA restated an "outperform" rating on shares of Microsoft in a report on Thursday, July 30th. Tigress Financial lifted their price target on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Guggenheim reiterated a "buy" rating and issued a $586.00 price objective on shares of Microsoft in a research report on Monday, July 27th. Argus dropped their price objective on Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research note on Friday, July 10th. Finally, China Renaissance cut their target price on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a report on Monday, May 4th. Forty-two research analysts have rated the stock with a Buy rating and five have given 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 $560.27.

Insider Buying and Selling

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on 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 completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the 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 completion of the transaction, the executive vice president 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 SEC filing for this sale provides additional information. In the last 90 days, insiders sold 37,310 shares of company stock valued at $17,256,219. 0.03% of the stock is currently owned by company insiders.

About Microsoft

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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