Microsoft Corporation $MSFT Shares Sold by Drucker Wealth 3.0 LLC

Key Points

• Drucker Wealth 3.0 LLC reduced its Microsoft stake by 5.9% in the first quarter, selling 1,524 shares and leaving it with 24,291 shares valued at about $8.99 million.
• Microsoft’s fundamentals remain solid: the company recently beat quarterly EPS and revenue estimates, with revenue up 18.3% year over year and analysts still assigning a “Moderate Buy” rating on average.
• Insider selling and ongoing AI/capex concerns are in focus, with executives selling shares in recent months even as Microsoft continues to expand its AI strategy and face scrutiny over rising infrastructure spending.

Drucker Wealth 3.0 LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 24,291 shares of the software giant's stock after selling 1,524 shares during the period. Microsoft accounts for approximately 1.6% of Drucker Wealth 3.0 LLC's holdings, making the stock its 13th biggest position. Drucker Wealth 3.0 LLC's holdings in Microsoft were worth $8,992,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors acquired a new position in Microsoft during the 4th quarter worth $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the fourth quarter worth $36,000. Fairway Wealth LLC grew its stake in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares in the last quarter. Finally, University of Illinois Foundation acquired a new position in shares of Microsoft during the second quarter valued at $50,000. Institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction on 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 of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. 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 stock in a transaction 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 owned 47,468 shares of the company's stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last ninety days. Insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on MSFT. TD Cowen reaffirmed a "buy" rating and issued a $540.00 price objective on shares of Microsoft in a report on Thursday, June 4th. Scotiabank raised shares of Microsoft from an "outperform" rating to an "outperform" rating in a research note on Monday. New Street Research dropped their price target on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Wells Fargo & Company upped their price target on shares of Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research note on Monday, June 1st. Finally, Benchmark reiterated a "buy" rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Forty research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $560.98.

Microsoft Price Performance

NASDAQ:MSFT opened at $384.36 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 business's 50-day moving average price is $403.12 and its 200 day moving average price is $414.79. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45. The firm has a market cap of $2.86 trillion, a P/E ratio of 22.88, a PEG ratio of 1.20 and a beta of 1.13.

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

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. 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 is currently 21.67%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to expand its AI strategy, including a new “Microsoft Frontier Company” unit backed by a $2.5 billion investment and staffed with thousands of industry and engineering experts to help customers adopt AI faster.
• Positive Sentiment: Haleon signed a five-year agreement with Microsoft to deploy agentic AI across global operations, showing that enterprise demand for Microsoft’s cloud and AI tools remains strong.
• Positive Sentiment: Microsoft’s recent earnings beat and revenue growth continue to support the long-term bull case, with the company still viewed as a key beneficiary of enterprise AI adoption.
• Neutral Sentiment: Microsoft announced its fiscal Q4 2026 earnings date for July 29, which keeps investor focus on upcoming results and guidance.
• Neutral Sentiment: Analysts and commentators remain split on the stock, with some arguing Microsoft is trading at a rare discount after a steep pullback, while others say heavy AI capital spending is clouding the near-term outlook.
• Negative Sentiment: Reports that Microsoft is replacing some OpenAI and Anthropic models with its own in-house AI tools have stirred debate, with investors interpreting it as both a cost-saving move and a sign that Microsoft is trying to control AI expenses more tightly.
• Negative Sentiment: Multiple articles highlighted rising AI infrastructure spending, including concerns that capex is growing faster than margin benefits, which is pressuring sentiment toward MSFT and other hyperscalers.
• Negative Sentiment: Microsoft disclosed a 25%–27% jump in greenhouse gas emissions as data center buildout accelerated, adding ESG and execution concerns to the AI expansion story.
• Negative Sentiment: Class-action lawsuit headlines and deadline reminders tied to alleged AI/Copilot misrepresentations are adding legal overhang and investor uncertainty.
• Negative Sentiment: Starbucks’ plan to use its own AI tools to cut software costs from vendors like Microsoft is feeding a broader narrative that large enterprises may eventually reduce third-party software spending.

Microsoft 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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