J.P. Marvel Investment Advisors LLC Sells 2,191 Shares of Microsoft Corporation $MSFT

Key Points

• J.P. Marvel Investment Advisors reduced its Microsoft stake by 5.0% in the fourth quarter, selling 2,191 shares and leaving it with 41,694 shares worth about $20.2 million.
• Microsoft’s fundamentals remain strong: the company recently beat quarterly earnings and revenue expectations, reporting $4.27 EPS on $82.89 billion in revenue, with revenue up 18.3% year over year.
• Wall Street remains upbeat on MSFT overall, with 39 analysts rating it a Buy, a consensus “Moderate Buy” rating, and an average price target of $560.88 despite some mixed views on AI spending and regulatory risks.

J.P. Marvel Investment Advisors LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,694 shares of the software giant's stock after selling 2,191 shares during the period. Microsoft accounts for about 2.8% of J.P. Marvel Investment Advisors LLC's investment portfolio, making the stock its 12th largest position. J.P. Marvel Investment Advisors LLC's holdings in Microsoft were worth $20,164,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. BLVD Private Wealth LLC raised its position in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after buying an additional 19 shares during the last quarter. Magnolia Capital Management Ltd. raised its position 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 buying an additional 20 shares during the last quarter. ARK & TLK Investments LLC raised its position in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock valued at $1,002,000 after buying an additional 20 shares during the last quarter. Rochester Wealth Strategies LLC raised its position in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after buying an additional 20 shares during the last quarter. Finally, Longfellow Investment Management Co. LLC raised its position in shares of 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 buying an additional 20 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on MSFT. JPMorgan Chase & Co. reduced their price objective on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating on the stock in a research report on Thursday, January 29th. Wells Fargo & Company boosted their price target on shares of Microsoft from $615.00 to $625.00 and gave the stock an "overweight" rating in a research report on Thursday, April 30th. Citigroup boosted their price target on shares of Microsoft from $600.00 to $620.00 and gave the stock a "buy" rating in a research report on Thursday, April 30th. 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. Finally, UBS Group restated a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Thirty-nine investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $560.88.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction 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 approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Microsoft Stock Down 0.5%

NASDAQ MSFT opened at $419.09 on Friday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The company has a fifty day moving average of $399.10 and a two-hundred day moving average of $437.61. The firm has a market capitalization of $3.11 trillion, a price-to-earnings ratio of 24.95, a PEG ratio of 1.52 and a beta of 1.10. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft's quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.46 earnings per share. On average, analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is presently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to help enterprises launch and scale AI projects, which could support future Azure usage and Copilot adoption. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Reports said Anthropic is in talks to rent servers powered by Microsoft’s Maia AI chips, a sign Microsoft’s in-house silicon strategy may be gaining traction with major AI customers. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI opportunity, with commentary that AI compute demand is becoming a major growth engine for the company. Microsoft, Oracle Stand To Benefit As AI Compute Becomes The New Oil
• Neutral Sentiment: Microsoft’s largest data center in India is still on track to open by mid-2026, reinforcing the company’s ongoing global cloud expansion. Microsoft (MSFT)’s Largest Data Center In India Is On Track To Open By Mid-2026
• Negative Sentiment: Some market coverage focused on concerns that Microsoft’s aggressive AI capex could be weighing on sentiment, with investors questioning whether spending is outrunning near-term returns. Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
• Negative Sentiment: The UK CMA also opened a probe into Microsoft’s software practices, adding a regulatory overhang to the stock. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

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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