Genesis Private Wealth LLC Sells 1,214 Shares of Microsoft Corporation $MSFT

Key Points

• Genesis Private Wealth LLC reduced its Microsoft position by 18.2%, selling 1,214 shares and retaining 5,449 shares valued at approximately $2.03 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with EPS of $4.74 and revenue of $90.01 billion, exceeding analyst estimates and representing 17.7% year-over-year revenue growth.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and a $560.27 price target, while investors continue to weigh AI-driven Azure growth against rising data-center costs and service-reliability concerns.

Genesis Private Wealth LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 18.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,449 shares of the software giant's stock after selling 1,214 shares during the quarter. Genesis Private Wealth LLC's holdings in Microsoft were worth $2,033,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. Vanguard Group Inc. raised its stake in shares of Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after acquiring an additional 15,955,898 shares during the last quarter. State Street Corp increased its holdings in Microsoft by 2.1% in 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 purchasing an additional 6,388,930 shares during the period. Geode Capital Management LLC increased its holdings in Microsoft by 1.1% in 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 purchasing an additional 1,911,142 shares during the period. Morgan Stanley raised its position in Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock worth $58,624,690,000 after purchasing an additional 980,439 shares during the last quarter. Finally, Norges Bank acquired a new position in Microsoft during the 4th quarter worth about $50,664,631,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Saudi Arabia’s HUMAIN expanded their strategic partnership, introducing enterprise AI offerings and an AI-enabled PC. The agreement supports Microsoft’s effort to expand Azure and Copilot-related AI adoption internationally. Microsoft and HUMAIN Expand Strategic Collaboration at LEAP 2026 with New Enterprise AI Offering and AI PC
• Positive Sentiment: Goldman Sachs expects elevated AI capital spending to continue into 2027. Sustained demand for cloud computing, data-center capacity and AI infrastructure could benefit Microsoft’s Azure business, although it also implies significant ongoing investment. Here comes the AI capex shocker, Goldman Sachs says
• Positive Sentiment: Analyst commentary remains constructive, with Citizens analyst Patrick Walravens anticipating that Microsoft could retest its record high over the next 12 months. Erste Group also raised its fiscal 2027 EPS estimate, reinforcing the bullish view on earnings growth. Wall Street analyst sets Microsoft stock price target for next 12 months
• Neutral Sentiment: Microsoft is expected to announce its annual dividend increase in September. Its last six increases were between 9% and 11%, but the size of the upcoming raise remains uncertain; the news offers income support rather than an immediate earnings catalyst. Microsoft Has Raised Its Dividend Every Year for More Than a Decade
• Negative Sentiment: Microsoft Outlook experienced an outage that disrupted email access, while OpenAI’s ChatGPT Work reported elevated errors and latency. Although likely temporary, the incidents raise concerns about service reliability across productivity and AI products. Microsoft Outlook and OpenAI's ChatGPT Work are experiencing user outages
• Negative Sentiment: Investors are also focused on the power, water and electricity demands associated with Microsoft’s expanding data-center footprint. Infrastructure bottlenecks and rising AI-related capital requirements could pressure margins and increase execution risk. Microsoft Stock Slips as Its Magic Word for Data Centers Emerges
• Negative Sentiment: Microsoft acknowledged that a Windows 11 update can cause broken mouse cursors and black desktop wallpapers. The issue is unlikely to materially affect financial results, but it adds to near-term product-reliability concerns. Microsoft Admits Windows 11 Update Breaks Mouse Cursors

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 21,810 shares of company stock worth $10,110,874. 0.03% of the stock is owned by insiders.

Microsoft Trading Down 1.2%

Shares of MSFT stock opened at $507.29 on Tuesday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock has a 50 day simple moving average of $433.67 and a two-hundred day simple moving average of $413.10. The company has a market cap of $3.77 trillion, a P/E ratio of 28.25, a PEG ratio of 1.65 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results 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 firm had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the prior year, the business earned $3.65 EPS. Research analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio is currently 20.27%.

Analyst Upgrades and Downgrades

A number of research firms have commented on MSFT. Stifel Nicolaus upped their price target on Microsoft from $400.00 to $450.00 and gave the company a "hold" rating in a research report on Thursday, July 30th. Truist Financial reaffirmed a "buy" rating and issued a $575.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Mizuho reduced their target price on Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a report on Wednesday, July 15th. Royal Bank Of Canada restated an "outperform" rating and set a $640.00 price target on shares of Microsoft in a report on Thursday, July 30th. Finally, Barclays dropped their price target on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. Forty-two investment 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 currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.27.

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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