Hoffman Alan N Investment Management Reduces Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Hoffman Alan N Investment Management reduced its Microsoft stake by 29.8% in Q4, selling 22,191 shares and ending the quarter with 52,194 shares valued at $25.242 million, about 14.2% of the firm's portfolio and its third-largest holding.
• Microsoft topped quarterly estimates (EPS $4.14 vs. $3.86; revenue $81.27B vs. $80.28B) with revenue up 16.7% YoY, and announced a $0.91 quarterly dividend (ex-dividend May 21, yield ~1.0%).
• Analyst sentiment is broadly positive but mixed, with a MarketBeat consensus of "Moderate Buy" and an average price target of $591.87 amid several recent target revisions.

Hoffman Alan N Investment Management cut its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 29.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,194 shares of the software giant's stock after selling 22,191 shares during the quarter. Microsoft makes up about 14.2% of Hoffman Alan N Investment Management's holdings, making the stock its 3rd biggest holding. Hoffman Alan N Investment Management's holdings in Microsoft were worth $25,242,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. AlphaQuest LLC raised its stake in Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant's stock valued at $170,000 after buying an additional 19 shares during the last quarter. BLVD Private Wealth LLC grew its stake in shares of Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock worth $1,641,000 after acquiring an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA increased its holdings in shares of Microsoft by 1.6% during the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant's stock valued at $635,000 after acquiring an additional 20 shares in the last quarter. Magnolia Capital Management Ltd. increased its holdings in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock valued at $3,371,000 after acquiring an additional 20 shares in the last quarter. Finally, ARK & TLK Investments LLC boosted its stake in Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after purchasing an additional 20 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Up 0.3%

Shares of Microsoft stock opened at $383.04 on Tuesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company's 50 day moving average is $416.96 and its 200 day moving average is $470.91. The company has a market cap of $2.84 trillion, a price-to-earnings ratio of 23.95, a price-to-earnings-growth ratio of 1.49 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts' consensus estimates of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company's quarterly revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.23 EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is 22.76%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The shares were purchased 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 owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of analyst reports. Scotiabank reduced their price objective on shares of Microsoft from $650.00 to $600.00 and set a "sector outperform" rating for the company in a research note on Thursday, January 29th. Bank of America dropped their target price on shares of Microsoft from $640.00 to $520.00 and set a "buy" rating on the stock in a research note on Monday, January 26th. Stifel Nicolaus reissued a "hold" rating and set a $392.00 price target (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a report on Thursday, January 29th. Finally, BNP Paribas Exane upped their price objective on Microsoft from $632.00 to $659.00 and gave the company an "outperform" rating in a research report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $591.87.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Evercore flags upside to Azure revenue and highlights monetization levers (365 E7, Copilot pricing) that could lift cloud revenue and margins if adoption accelerates. Evercore highlights potential upside to Microsoft's Azure revenue, discusses 365 E7, Copilot
• Positive Sentiment: Microsoft hired top AI researchers (Ali Farhadi, Hanna Hajishirzi, Ranjay Krishna) into Mustafa Suleyman’s team — a clear signal the company is doubling down on advanced AI R&D that could sustain long‑term product leadership. Microsoft hires former Ai2 CEO Ali Farhadi and key researchers for Suleyman's AI team
• Positive Sentiment: Microsoft-backed Lace raised $40M to advance helium atom-beam lithography — a potential long-term strategic edge in chip tooling and supply for AI infrastructure. This is a small but strategic bet on semiconductor innovation that complements Azure/NV investment. Microsoft-backed startup raises $40 million for advanced chipmaking equipment tech
• Positive Sentiment: Microsoft is expanding AI-security and automation partnerships across Azure and Copilot workflows (Accenture, UiPath, others), which supports enterprise stickiness and cross-sell opportunities. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Neutral Sentiment: Active ETFs and some dividend/AI ETFs continue to hold MSFT as a core position, providing steady institutional demand but not a near‑term catalyst. Active ETFs Surge Past Passive, and These Are in the Lead
• Neutral Sentiment: Specialized YieldMax ETFs that reference Microsoft carry embedded VIX/option risks — relevant to ETF holders but not a direct MSFT-company operational issue. YieldMax ETFs Tied to Berkshire and Microsoft Carry a Hidden ‘Vix Risk’ Most Holders Never See
• Negative Sentiment: Analysts warn the Copilot reorganization is a red flag — consolidation of teams and tighter gating of premium Copilot features raises short‑term execution risk and questions about monetization speed. Reorganization suggests Microsoft issues are mounting, analyst says
• Negative Sentiment: Melius Research reiterated concerns calling the Copilot shake‑up a “red flag,” contributing to cautious sentiment and pressuring the stock amid an already weak YTD performance. Melius analyst: Microsoft's Copilot reorganization is a ‘red flag'
• Negative Sentiment: Broader tech/headline pressure (shares of MSFT, NVDA, MU moved sharply in recent sessions) and Windows emergency‑update reports add short‑term volatility risk as investors reassess AI capex and monetization timelines. Microsoft (MSFT), Nvidia (NVDA), and Micron (MU) Crash 10% Collectively. What is Going on?

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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