FSC Wealth Advisors LLC Sells 2,946 Shares of Microsoft Corporation $MSFT

Key Points

• FSC Wealth Advisors cut its Microsoft stake by 78.2%, selling 2,946 shares and leaving it with 819 shares worth about $396,000 (≈0.6% of the fund and its 25th largest holding).
• Key company developments are mixed: Accenture will roll out Copilot to ~743,000 employees (boosting Copilot monetization and Azure demand), while changes to the Microsoft–OpenAI pact (no revenue share, non‑exclusive license) and OpenAI models appearing on Amazon Bedrock heighten competitive and regulatory uncertainty.
• Insider and market signals diverge — Director John W. Stanton bought 5,000 shares while EVP Kathleen Hogan sold 12,321 shares — and analysts show a consensus of "Moderate Buy" with an average target of $563.72; Microsoft also declared a quarterly dividend of $0.91.

FSC Wealth Advisors LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 78.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 819 shares of the software giant's stock after selling 2,946 shares during the period. Microsoft makes up approximately 0.6% of FSC Wealth Advisors LLC's portfolio, making the stock its 25th biggest holding. FSC Wealth Advisors LLC's holdings in Microsoft were worth $396,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. WFA Asset Management Corp grew its position in 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 acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its position in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its position in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its position 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 acquiring an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will roll Copilot out to all ~743,000 employees, a large enterprise deployment that should accelerate Copilot monetization and Azure consumption. Accenture to roll out Copilot
• Positive Sentiment: Several brokerages and analysts reiterated buy/outperform ratings or raised targets (TD Cowen, HSBC, RBC, Barclays, Benchmark among them), signaling continued Wall Street support that helps limit downside after recent volatility. Analyst ratings update
• Positive Sentiment: Notable value buyer Michael Burry disclosed a new MSFT stake, a high‑profile contrarian buy that can attract other bargain hunters and provide technical support. Michael Burry buys MSFT
• Neutral Sentiment: Microsoft reports fiscal Q3 results after the close Wednesday; previews highlight Azure growth and Copilot monetization as the key levers — earnings could spark a sharp intraday move either way. Earnings preview
• Neutral Sentiment: Market commentary urges a “reset” narrative: some strategists say the cloud / AI story remains intact but investors need clearer evidence of durable margin and revenue inflection from Copilot/Azure. MarketWatch reset note
• Negative Sentiment: Microsoft agreed to stop paying OpenAI a revenue share and to make its IP license non‑exclusive — the change removes some strategic advantages, triggered an earlier share pullback and raises long‑term competitive uncertainty for Azure. Seeking Alpha on revenue share end
• Negative Sentiment: OpenAI models began appearing on Amazon Bedrock and the updated pact allows hosting on rival clouds, increasing competition for AI workloads and data‑center demand away from Microsoft. OpenAI on Amazon Bedrock
• Negative Sentiment: Regulatory and legal risks are rising — the Musk v. Altman/OpenAI trial and EU moves to target cloud/AI competition could create headline risk and potential business constraints for Microsoft. EU rules on cloud/AI

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on MSFT shares. Rothschild & Co Redburn reduced their price target on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research report on Thursday, April 23rd. Barclays reiterated a "buy" rating on shares of Microsoft in a research report on Tuesday. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research note on Thursday, January 29th. Mizuho dropped their price objective on Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a research note on Tuesday, April 14th. Finally, Cantor Fitzgerald dropped their price objective on Microsoft from $590.00 to $502.00 and set an "overweight" rating for the company in a research note on Monday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $563.72.

Microsoft Stock Performance

NASDAQ:MSFT opened at $429.25 on Wednesday. The firm has a market cap of $3.19 trillion, a PE ratio of 26.84, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The business has a 50 day moving average price of $394.60 and a 200-day moving average price of $448.82.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same quarter last year, the firm posted $3.23 earnings per share. The firm's revenue was up 16.7% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 16.54 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio (DPR) is presently 22.76%.

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).

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