Microsoft Corporation $MSFT Position Decreased by Banque Transatlantique SA

Key Points

• Banque Transatlantique SA cut its Microsoft stake by 3.3% in the fourth quarter, selling 36,457 shares but still holding 1,074,212 shares worth about $519 million. Microsoft remains its largest holding, making up 12.6% of the portfolio.
• Microsoft reported better-than-expected quarterly results with EPS of $4.27 on revenue of $82.89 billion, driven by 18.3% year-over-year revenue growth. Analysts remain mostly upbeat, with 41 Buy ratings and a consensus target price of $561.20.
• Despite strong fundamentals and AI-related demand, Microsoft faces mixed sentiment from legal headlines and concerns around Copilot execution, while insiders have also been selling shares recently. The stock traded at $379.40, below both its 50-day and 200-day moving averages.

Banque Transatlantique SA decreased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,074,212 shares of the software giant's stock after selling 36,457 shares during the quarter. Microsoft accounts for about 12.6% of Banque Transatlantique SA's holdings, making the stock its biggest holding. Banque Transatlantique SA's holdings in Microsoft were worth $518,975,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new position in shares of Microsoft in the 4th quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC raised its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares in the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft during the 4th quarter worth about $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on MSFT. China Renaissance lowered their price target on Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a report on Monday, May 4th. Bank of America assumed coverage on shares of Microsoft in a report on Tuesday, March 24th. They set a "buy" rating and a $500.00 price objective on the stock. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 price objective for the company in a research report on Wednesday, May 13th. William Blair restated an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Finally, Tigress Financial increased their target price on shares of Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $561.20.

Microsoft Stock Performance

Shares of MSFT opened at $379.40 on Friday. The company's 50 day simple moving average is $412.37 and its 200-day simple moving average is $425.58. The firm has a market cap of $2.82 trillion, a PE ratio of 22.58, a price-to-earnings-growth ratio of 1.37 and a beta of 1.11. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft's revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.46 EPS. As a group, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The firm 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 $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is presently 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: New reporting suggests Microsoft is still benefiting from strong AI demand, including ByteDance spending more than $1 billion annually on Azure AI services and broader commentary that Azure growth and AI run-rate remain major drivers of investor interest. Microsoft Builds $1 Billion-Plus AI Business With ByteDance
• Positive Sentiment: Several pieces argued Microsoft’s pullback may be creating a buying opportunity because the company still has strong cash flow, dividend growth, and discounted valuation relative to its AI prospects. Microsoft's Boring Stock Story May Be Its Biggest Strength
• Neutral Sentiment: Microsoft also drew attention for product and ecosystem updates, including a possible PayPal integration for Xbox buy-now-pay-later checkout and new Teams features, but these are not likely near-term stock movers. Microsoft Sizes Up PayPal as Xbox Leak Exposes Buy Now Pay Later Plans
• Negative Sentiment: Multiple law firms announced or promoted securities class actions tied to Microsoft, alleging investors were harmed by misleading AI/Copilot-related statements during the May 2025 to January 2026 period. These legal headlines can weigh on sentiment. Portnoy Law Firm Announces Class Action on Behalf of Microsoft Corporation Investors
• Negative Sentiment: Another negative overhang is the claim that Copilot functionality issues contributed to a sharp stock drop, reinforcing investor concerns about execution risk and AI spending efficiency. Investor Rights Alert: Microsoft Faces Securities Fraud Class Action after Copilot Issues
• Negative Sentiment: There is also renewed concern that Microsoft’s gaming strategy is under pressure, with coverage pointing to the Steam Machine and broader cost-cutting in gaming as threats to growth in that segment. The Biggest Threat to Microsoft’s Gaming Ambitions is the Steam Machine

Insider Transactions at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company's stock.

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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