Microsoft Corporation $MSFT is waypoint wealth counsel's 9th Largest Position

Key Points

• Waypoint Wealth Counsel cut its Microsoft stake by 17.9% in the first quarter, leaving it with 14,902 shares worth about $5.5 million and making MSFT its 9th-largest holding.
• Microsoft insiders have been selling shares recently, including CEO Judson Althoff and EVP Takeshi Numoto, with insiders selling 23,762 shares total over the last 90 days.
• Microsoft remains under pressure from mixed headlines: it is trading down and facing layoffs and legal overhangs, but analysts still broadly rate the stock a Moderate Buy and the company just posted stronger-than-expected quarterly earnings.

waypoint wealth counsel reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,902 shares of the software giant's stock after selling 3,257 shares during the period. Microsoft accounts for about 2.9% of waypoint wealth counsel's holdings, making the stock its 9th biggest position. waypoint wealth counsel's holdings in Microsoft were worth $5,516,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC lifted 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 worth $29,000 after acquiring an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC grew its stake in 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 purchasing an additional 20 shares during the period. Fischer Investment Strategies LLC increased its position in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after purchasing an additional 21 shares during the last quarter. Pollock Investment Advisors LLC increased its position in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock valued at $1,453,000 after purchasing an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC raised its stake in shares of Microsoft by 0.6% during the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock worth $1,740,000 after purchasing an additional 21 shares during the period. 71.13% of the stock is owned by institutional investors.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is shifting more Excel and Outlook AI prompts to its own MAI models instead of relying on OpenAI and Anthropic, a move that could reduce AI costs and improve long-term profitability. Microsoft joins AI cost-cutting trend by relying more on its own models
• Positive Sentiment: Several analysts and market commentators argue Microsoft is trading at a rare discount after its recent pullback, suggesting some investors see the sell-off as a buying opportunity ahead of earnings later this month. Microsoft (MSFT) Is Trading at a Rare Discount. I See a Buying Opportunity
• Neutral Sentiment: Microsoft announced it will report fiscal fourth-quarter 2026 results on July 29, keeping attention on cloud growth, AI spending, and whether margin pressure is easing. Microsoft announces quarterly earnings release date
• Neutral Sentiment: Microsoft continues to get positive attention from some market voices, including CNBC’s “Final Trades,” but this is more sentiment support than a direct fundamental catalyst. Nvidia, Microsoft, ServiceNow And More On CNBC’s ‘Final Trades’
• Negative Sentiment: Microsoft’s Xbox unit is facing a deep reset, including roughly 3,200 job cuts and studio divestitures, reinforcing concerns that parts of the business are struggling and that layoffs may not be done yet. Microsoft’s Xbox to Cut 3200 Jobs, Divest Five Studios in Major Overhaul
• Negative Sentiment: Microsoft is also dealing with multiple shareholder lawsuits and deadline reminders tied to alleged securities fraud and Copilot-related disclosures, which adds an overhang on sentiment. MSFT Investment Loss: Microsoft Investors that Lost Money after Copilot Functionality Issues Disclosed are Notified to Contact BFA Law about the Filed Securities Fraud Class Action

Microsoft Trading Down 1.4%

Shares of Microsoft stock opened at $383.34 on Thursday. The stock has a market capitalization of $2.85 trillion, a P/E ratio of 22.82, a P/E/G ratio of 1.22 and a beta of 1.13. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The stock's 50-day simple moving average is $404.01 and its 200 day simple moving average is $415.50.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping 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 company's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the business earned $3.46 earnings per share. As a group, research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on MSFT. China Renaissance reduced their price target on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a research report on Monday, May 4th. Piper Sandler reaffirmed an "overweight" rating on shares of Microsoft in a research report on Tuesday, May 26th. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 target price on the stock in a research note on Wednesday, May 13th. New Street Research reduced their target price on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Finally, Royal Bank Of Canada restated a "buy" rating on shares of Microsoft in a research note on Friday, May 22nd. Forty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus target price of $560.98.

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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