Microsoft Corporation $MSFT is Sather Financial Group Inc's 4th Largest Position

Key Points

• Sather Financial Group trimmed its stake in Microsoft by 0.7% to 228,525 shares (about $110.52M), leaving MSFT as roughly 5.9% of the firm's holdings and its 4th-largest position.
• Microsoft reported strong results (Q revenue $82.89B, +18.3% YoY; EPS $4.27, above estimates) with AI/cloud momentum underpinning growth, and analysts carry a consensus "Moderate Buy" rating with a $562.44 target amid mixed price‑target revisions.
• Notable insider moves: EVP Kathleen T. Hogan sold 12,321 shares for ~$5.05M (an 8.2% reduction in her holdings) while Director John W. Stanton purchased 5,000 shares for ~$1.99M.

Sather Financial Group Inc trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 228,525 shares of the software giant's stock after selling 1,518 shares during the quarter. Microsoft accounts for approximately 5.9% of Sather Financial Group Inc's holdings, making the stock its 4th biggest holding. Sather Financial Group Inc's holdings in Microsoft were worth $110,519,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Diversified Management Inc. purchased a new position in Microsoft in the fourth quarter worth about $6,357,000. Childress Capital Advisors LLC raised its position in Microsoft by 8.9% during the fourth quarter. Childress Capital Advisors LLC now owns 35,806 shares of the software giant's stock valued at $17,316,000 after purchasing an additional 2,916 shares during the period. KBC Group NV raised its position in Microsoft by 2.9% during the fourth quarter. KBC Group NV now owns 5,625,098 shares of the software giant's stock valued at $2,720,410,000 after purchasing an additional 156,016 shares during the period. Second Half Financial Partners LLC lifted its stake in shares of Microsoft by 0.9% in the 4th quarter. Second Half Financial Partners LLC now owns 2,913 shares of the software giant's stock valued at $1,409,000 after purchasing an additional 26 shares during the last quarter. Finally, Generali Investments Towarzystwo Funduszy Inwestycyjnych boosted its holdings in shares of Microsoft by 34.0% in the 4th quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 24,650 shares of the software giant's stock worth $11,921,000 after purchasing an additional 6,250 shares during the period. Institutional investors own 71.13% of the company's stock.

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction that occurred 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 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 transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director John W. Stanton purchased 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities analysts have recently weighed in on MSFT shares. Mizuho cut their target price on Microsoft from $620.00 to $515.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 14th. JPMorgan Chase & Co. lowered their price target on Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. Rothschild & Co Redburn cut their price objective 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. Citigroup increased their target price on shares of Microsoft from $600.00 to $620.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. Finally, Sanford C. Bernstein raised their target price on shares of Microsoft from $641.00 to $646.00 and gave the stock an "outperform" rating in a report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $562.44.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Recent results and AI/cloud momentum: Microsoft reported another quarter of strong cloud and AI-driven revenue growth (Q3 revenue up ~18%) and continued order‑book strength — underpinning the bull case for durable top-line expansion. Read More.
• Positive Sentiment: Analyst lift: Some firms have raised targets (Arete bumped its target sharply), signaling that a portion of Wall Street sees upside from MSFT’s AI investments despite the pullback. Read More.
• Positive Sentiment: Xbox cost/strategy move: Xbox leadership stopped development of the console Copilot project — a move investors interpreted as removing a costly distraction and focusing resources on higher‑return AI/cloud work. Read More.
• Neutral Sentiment: Government AI oversight: Microsoft agreed to give U.S. agencies early access to new models for national‑security testing — reduces regulatory uncertainty but also adds compliance scrutiny. Read More.
• Neutral Sentiment: Workforce buyouts announced: The company launched a major voluntary buyout program — lowers near‑term opex but risks losing institutional knowledge that could matter for complex AI projects. Read More.
• Negative Sentiment: Clean‑energy target under review: Reports say Microsoft may delay or abandon its hourly 2030 clean‑energy matching goal because rapid AI data‑center growth is increasing power demand — this raises potential operating costs, reputational risk and regulatory scrutiny. Read More.
• Negative Sentiment: Higher capex and margin pressure: Microsoft’s 2026 capex plan has risen sharply (reports ~23% above expectations, large multiyear AI/data‑center spending) — supports growth but increases near‑term cash outflows and could compress margins. Read More.
• Negative Sentiment: Competitive/regulatory headwinds: Pentagon awarded a $500M AI contract to a Meta‑backed Scale AI, and other competitors are landing meaningful deals — reminders that Microsoft faces fast‑moving competition for AI infrastructure and government business. Read More.
• Negative Sentiment: Mixed analyst notes and trims: Some boutiques trimmed price targets despite beats, reflecting concerns that the market is pricing in AI costs rather than returns; this keeps downward pressure from more cautious investors. Read More.

Microsoft Stock Performance

Shares of Microsoft stock opened at $414.10 on Thursday. 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 stock's fifty day moving average is $396.15 and its two-hundred day moving average is $446.04. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company has a market capitalization of $3.08 trillion, a PE ratio of 24.65, a price-to-earnings-growth ratio of 1.48 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The firm 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%. The business's revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the firm earned $3.46 earnings per share. As a group, analysts expect that Microsoft Corporation will post 16.72 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a $0.91 dividend. 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 21.67%.

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.