GM Advisory Group LLC Has $36.78 Million Holdings in Microsoft Corporation $MSFT

Key Points

• GM Advisory Group LLC increased its Microsoft stake by 15.9% in the first quarter, buying 13,621 more shares and bringing its total holding to 99,371 shares worth about $36.78 million.
• Microsoft continues to see generally positive fundamental and analyst sentiment, with strong interest tied to Azure demand, Copilot adoption, and enterprise AI expansion, including a new multi-year AI infrastructure partnership with 3M.
• The stock is still under some pressure from market concerns about heavy AI spending and legal overhangs, even as Microsoft reported better-than-expected quarterly earnings and announced a quarterly dividend of $0.91 per share.

GM Advisory Group LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 15.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 99,371 shares of the software giant's stock after buying an additional 13,621 shares during the quarter. Microsoft comprises approximately 1.4% of GM Advisory Group LLC's holdings, making the stock its 19th biggest position. GM Advisory Group LLC's holdings in Microsoft were worth $36,784,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC lifted its stake in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC increased its position in Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after buying an additional 20 shares during the last quarter. Fischer Investment Strategies LLC increased its position in Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after buying an additional 21 shares during the last quarter. Pollock Investment Advisors LLC raised its stake in Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock valued at $1,453,000 after buying an additional 21 shares during the period. Finally, Better Money Decisions LLC lifted its position in shares of Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock valued at $1,740,000 after buying an additional 21 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is still getting support from Wall Street, with some analysts and portfolio managers reiterating buy ratings and arguing that Azure demand, Copilot adoption, and Microsoft 365 tailwinds can support long-term earnings power. Article: Josh Baer Reiterates Buy on Microsoft, Citing AI Leadership, Azure/M365 Budget Tailwinds and Underappreciated Earnings Power
• Positive Sentiment: A CIO survey and other commentary pointed to strong Azure demand at multi-year highs, reinforcing the view that Microsoft’s cloud and AI platform remains a core beneficiary of enterprise spending. Article: Microsoft (MSFT) Stock Surges on Strong Azure Demand in Latest CIO Survey
• Positive Sentiment: Microsoft also announced a multi-year AI infrastructure partnership with 3M, which investors viewed as another sign that its Azure ecosystem is expanding into real-world enterprise use cases. Article: Microsoft Stock Rebounds on 3M Optical Infrastructure Alliance
• Neutral Sentiment: Microsoft CEO Satya Nadella criticized Anthropic’s Fable restrictions and pushed for Microsoft to promote its own AI models more aggressively, highlighting the company’s effort to reduce reliance on outside AI vendors. Article: Microsoft's Nadella rips Anthropic's Fable restrictions in staff meeting: 'Doesn't make sense'
• Neutral Sentiment: Reports that Microsoft is training its sales force to push in-house AI models over OpenAI, Google, and Anthropic suggest a strategic shift toward better control over costs and monetization, but the market is still waiting for proof that this approach boosts returns. Article: Microsoft is reportedly training salespeople to talk down OpenAI and Anthropic
• Negative Sentiment: Several reports said analysts trimmed price targets ahead of earnings, and commentary stressed that investors are increasingly worried Microsoft’s AI spending spree could pressure margins before the payoff becomes visible. Article: Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test
• Negative Sentiment: Microsoft is facing added overhang from securities class-action deadlines and allegations tied to Copilot and Azure disclosures, which can keep pressure on sentiment even though these developments are not operational. Article: MSFT UPCOMING DEADLINE : The Gross Law Firm Alerts Microsoft Corporation Stockholders of Securities Class Action

Insider Buying and Selling

In other news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last 90 days. 0.03% of the stock is owned by corporate insiders.

Microsoft Trading Down 1.8%

Shares of Microsoft stock opened at $393.82 on Friday. 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 firm has a 50-day moving average of $400.28 and a 200-day moving average of $411.30. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The stock has a market cap of $2.93 trillion, a PE ratio of 23.44, a PEG ratio of 1.22 and a beta of 1.13.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the previous year, the company earned $3.46 EPS. The business's revenue was up 18.3% on a year-over-year basis. As a group, sell-side analysts forecast that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend 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 currently 21.67%.

Analyst Ratings Changes

Several brokerages have recently commented on MSFT. BNP Paribas Exane reduced their target price on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research note on Friday, May 1st. President Capital raised their price target on Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $502.00 price objective on shares of Microsoft in a research report on Thursday, June 4th. China Renaissance decreased their price objective 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. Finally, DZ Bank reissued a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $557.96.

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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