Jacobson & Schmitt Advisors LLC Sells 9,453 Shares of Microsoft Corporation $MSFT

Jacobson & Schmitt Advisors LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 21.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 33,766 shares of the software giant's stock after selling 9,453 shares during the period. Microsoft makes up 2.1% of Jacobson & Schmitt Advisors LLC's holdings, making the stock its 19th largest position. Jacobson & Schmitt Advisors LLC's holdings in Microsoft were worth $12,595,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the second 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 period. Shepherd Kaplan Krochuk LLC grew its holdings in shares of Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after buying an additional 20 shares during the period. Fischer Investment Strategies LLC increased its position in shares of Microsoft by 3.1% in the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after buying an additional 21 shares in the last quarter. Pollock Investment Advisors LLC grew 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 acquiring an additional 21 shares during the period. Finally, Better Money Decisions LLC increased its holdings 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 worth $1,740,000 after acquiring an additional 21 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction dated 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 owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 108,335 shares of company stock valued at $53,499,700 over the last quarter. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin disclosing quarterly Azure revenue in fiscal 2027 and consolidate its reporting structure from three segments to two. The added transparency should allow investors to compare Azure more directly with Amazon Web Services and Google Cloud and could highlight the scale of AI-driven demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Bank of America raised its Microsoft price target to $600 from $500, citing accelerating Azure growth, improving AI efficiency and more than 30 million paid Microsoft 365 Copilot seats. The bullish view reinforces expectations that Microsoft can convert AI infrastructure spending into higher revenue and earnings. Microsoft's AI strategy accelerates cloud growth and efficiency: analysts
• Positive Sentiment: Microsoft is expanding its AI ecosystem through a 20-year power agreement supporting a planned West Texas data center, a HUMAIN partnership targeting up to one million enterprise users in the Middle East and Africa, and new Microsoft 365 Copilot integrations. These agreements support long-term cloud, infrastructure and productivity growth, although near-term profitability depends on execution. Microsoft Signed a 20-Year AI Power Deal With Chevron
• Neutral Sentiment: An EU court rejected Opera’s challenge to Microsoft Edge’s exemption from certain Digital Markets Act obligations. The ruling reduces an immediate regulatory burden for Edge, but its direct financial effect is likely limited. EU court rejects Opera challenge against Microsoft's Edge exemption
• Negative Sentiment: CEO Satya Nadella sold 86,525 MSFT shares worth approximately $43.4 million under a pre-arranged Rule 10b5-1 plan. Although scheduled sales generally do not signal a change in business outlook, the transaction reduced his position by 15.09%; broader insider activity has also consisted entirely of sales over the past six months. Microsoft CEO Satya Nadella Form 4 filing
• Negative Sentiment: Investors remain concerned about Microsoft’s roughly $116 billion in annual property and equipment spending. The AI buildout could drive substantial growth, but depreciation, power constraints and uncertain returns may pressure margins if demand fails to keep pace. Big Tech Spent Over $1 Trillion on AI
• Negative Sentiment: Additional pressure came from reports of a controversial Windows 11 feature, continuing concerns about a Microsoft 365 outage, and criticism surrounding 3,200 Xbox job cuts. These issues may weigh on user sentiment and highlight risks in Microsoft’s consumer and gaming businesses. Xbox layoffs

Microsoft Stock Down 0.8%

MSFT opened at $496.82 on Thursday. The stock's fifty day simple moving average is $438.84 and its 200 day simple moving average is $414.45. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The stock has a market cap of $3.69 trillion, a PE ratio of 27.66, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company's quarterly revenue was up 17.7% on a year-over-year basis. During the same period in the previous year, the company earned $3.65 earnings per share. As a group, research analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend

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

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Cantor Fitzgerald raised their price objective on shares of Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a report on Monday, July 27th. TD Cowen restated a "buy" rating and issued a $540.00 price target on shares of Microsoft in a report on Thursday, July 30th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Weiss Ratings raised shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research note on Thursday, August 27th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and issued a $640.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $562.49.

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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