Lockerman Financial Group Inc. Cuts Stock Position in Microsoft Corporation $MSFT

Key Points

• Lockerman Financial Group cut its Microsoft stake by 69.6% in Q4, selling 3,234 shares and retaining 1,410 shares worth $682,000, with MSFT now making up 1.3% of its portfolio (its 18th largest holding).
• Broader context: institutional ownership remains high at 71.13% and analysts view MSFT as a "Moderate Buy" with an average price target of $577.58; Microsoft recently reported an EPS beat ($4.14 vs. $3.86), revenue up 16.7% year‑over‑year, and announced a quarterly dividend of $0.91.

Lockerman Financial Group Inc. lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 69.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,410 shares of the software giant's stock after selling 3,234 shares during the quarter. Microsoft makes up 1.3% of Lockerman Financial Group Inc.'s investment portfolio, making the stock its 18th largest holding. Lockerman Financial Group Inc.'s holdings in Microsoft were worth $682,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. WFA Asset Management Corp grew its stake in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its stake in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its stake in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its stake in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft brought its Fairwater AI data center online ahead of schedule, a flagship facility Nadella called “the world’s most powerful” — supports MSFT’s edge in AI infrastructure and capacity expansion. Satya Nadella Praises 'World's Most Powerful' AI Datacenter Going Live Early
• Positive Sentiment: Microsoft is partnering with Accenture on an “agentic factory” AI system and appears to be deepening enterprise AI partnerships — this should drive cloud/AI services demand and long-term ARR expansion. Accenture's New Agentic Factory System Debuts With Microsoft
• Positive Sentiment: Adobe expanded its AI ecosystem and signed integrations with Microsoft, Anthropic, OpenAI and Nvidia — a vote of confidence in MSFT’s platform relevance and partner momentum. Adobe (ADBE) Inks Partnership with Microsoft (MSFT), Anthropic, OpenAI, and Nvidia (NVDA)
• Neutral Sentiment: Analysts and investors are focused on Microsoft’s April 29 fiscal Q3 report; Evercore reiterates Buy and frames the quarter as “survive and advance,” so near-term volatility may hinge on guidance. Here’s What Evercore Expects from Microsoft’s Q3 Earnings
• Neutral Sentiment: Macro/sector theme: massive corporate capex into AI data centers is boosting infrastructure spending but not hiring — positive for hyperscalers’ capex-driven revenue opportunities, though it raises scrutiny on margin mix. AI data center spending is booming. Jobs aren't. Here's why
• Neutral Sentiment: Market commentary highlights both downside pressure (YTD drawdown) and contrarian buy cases; Zacks and other outlets flag MSFT as a hyperscaler to watch for AI-quantum upside. Top 2 AI-Quantum Hyperscalers to Watch in April With 20%+ Price Upside
• Negative Sentiment: Microsoft’s stock has underperformed the broader market today and this week as investors price in increased competition from new AI tools (e.g., Anthropic/Claude variants, xAI Grok plugins) that could pressure software volumes or product mix. Here's Why Microsoft (MSFT) Fell More Than Broader Market
• Negative Sentiment: Analyst target cuts and caution: TD Cowen and others have trimmed targets, and Bank of America reset forecasts ahead of earnings — sentiment and lower targets add near-term selling pressure. Bank of America resets Microsoft stock forecast ahead of earnings
• Negative Sentiment: Regulatory/sovereign risk: reports that Switzerland is reconsidering reliance on Microsoft raised headlines about potential contract/market risks in Europe. “Reduce Its Dependency on Microsoft”: Microsoft Stock NASDAQ: MSFT Slips as Switzerland Reconsiders
• Negative Sentiment: Investor concern about AI disruption to legacy products persists — several outlets debate whether new agentic AI offerings will cannibalize Microsoft’s traditional software revenue. Should You Sell Microsoft (MSFT) on AI Disruption Fears?

Wall Street Analyst Weigh In

Several research analysts recently commented on MSFT shares. UBS Group lowered their target price on Microsoft from $600.00 to $510.00 and set a "buy" rating for the company in a research note on Wednesday, March 25th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Microsoft in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft lowered their price objective on Microsoft from $630.00 to $575.00 and set a "buy" rating for the company in a research report on Thursday, January 29th. William Blair reaffirmed an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and set a $590.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and an average price target of $577.58.

Microsoft Stock Down 1.1%

Microsoft stock opened at $418.07 on Tuesday. The stock has a 50-day simple moving average of $391.95 and a 200-day simple moving average of $452.88. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The company has a market capitalization of $3.10 trillion, a P/E ratio of 26.15, a PEG ratio of 1.60 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $355.67 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company had revenue of $81.27 billion for the quarter, compared to analysts' expectations of $80.28 billion. During the same period in the previous year, the company posted $3.23 EPS. Microsoft's revenue was up 16.7% compared to the same quarter last year. Equities research analysts expect that Microsoft Corporation will post 16.54 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio is 22.76%.

Insider Buying and Selling

In other news, Director John W. Stanton purchased 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company's stock.

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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