Forum Financial Management LP Sells 45,095 Shares of Microsoft Corporation $MSFT

Key Points

• Forum Financial Management LP reduced its Microsoft stake by 48.5% in the first quarter, selling 45,095 shares and leaving it with 47,850 shares worth about $17.7 million.
• Microsoft continues to draw attention for its AI strategy, including a new Frontier Company unit and major enterprise deals like Haleon’s five-year AI agreement, even as some analysts worry about rising AI infrastructure spending.
• The company recently beat earnings expectations with $4.27 EPS and $82.89 billion in revenue, and it also announced a quarterly dividend of $0.91 per share payable on September 10.

Forum Financial Management LP cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 48.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 47,850 shares of the software giant's stock after selling 45,095 shares during the quarter. Microsoft accounts for about 0.3% of Forum Financial Management LP's investment portfolio, making the stock its 25th largest holding. Forum Financial Management LP's holdings in Microsoft were worth $17,713,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Longfellow Investment Management Co. LLC increased its position 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 valued at $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors purchased a new stake in shares of Microsoft during the fourth quarter worth about $34,000. Timmons Wealth Management LLC purchased a new stake in shares of Microsoft during the fourth quarter worth about $36,000. Fairway Wealth LLC grew its stake in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter worth about $44,000. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by company insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to expand its AI strategy, including a new “Microsoft Frontier Company” unit backed by a $2.5 billion investment and staffed with thousands of industry and engineering experts to help customers adopt AI faster.
• Positive Sentiment: Haleon signed a five-year agreement with Microsoft to deploy agentic AI across global operations, showing that enterprise demand for Microsoft’s cloud and AI tools remains strong.
• Positive Sentiment: Microsoft’s recent earnings beat and revenue growth continue to support the long-term bull case, with the company still viewed as a key beneficiary of enterprise AI adoption.
• Neutral Sentiment: Microsoft announced its fiscal Q4 2026 earnings date for July 29, which keeps investor focus on upcoming results and guidance.
• Neutral Sentiment: Analysts and commentators remain split on the stock, with some arguing Microsoft is trading at a rare discount after a steep pullback, while others say heavy AI capital spending is clouding the near-term outlook.
• Negative Sentiment: Reports that Microsoft is replacing some OpenAI and Anthropic models with its own in-house AI tools have stirred debate, with investors interpreting it as both a cost-saving move and a sign that Microsoft is trying to control AI expenses more tightly.
• Negative Sentiment: Multiple articles highlighted rising AI infrastructure spending, including concerns that capex is growing faster than margin benefits, which is pressuring sentiment toward MSFT and other hyperscalers.
• Negative Sentiment: Microsoft disclosed a 25%–27% jump in greenhouse gas emissions as data center buildout accelerated, adding ESG and execution concerns to the AI expansion story.
• Negative Sentiment: Class-action lawsuit headlines and deadline reminders tied to alleged AI/Copilot misrepresentations are adding legal overhang and investor uncertainty.
• Negative Sentiment: Starbucks’ plan to use its own AI tools to cut software costs from vendors like Microsoft is feeding a broader narrative that large enterprises may eventually reduce third-party software spending.

Analyst Ratings Changes

A number of research firms have commented on MSFT. Dbs Bank lowered their price target on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Scotiabank upgraded Microsoft from an "outperform" rating to an "outperform" rating in a research report on Monday. DA Davidson reissued a "buy" rating and set a $550.00 target price on shares of Microsoft in a research note on Monday. Royal Bank Of Canada restated a "buy" rating on shares of Microsoft in a report on Friday, May 22nd. Finally, New Street Research dropped their price target on Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Forty investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $560.98.

Microsoft Stock Up 0.3%

MSFT stock opened at $384.36 on Friday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The business's 50 day moving average price is $403.12 and its two-hundred day moving average price is $414.79. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a market capitalization of $2.86 trillion, a price-to-earnings ratio of 22.88, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results 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 return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter last year, the business posted $3.46 EPS. The firm's revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's dividend payout ratio is 21.67%.

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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