Microsoft Corporation $MSFT Shares Sold by Everhart Financial Group Inc.

Everhart Financial Group Inc. reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,855 shares of the software giant's stock after selling 4,647 shares during the quarter. Microsoft comprises approximately 1.4% of Everhart Financial Group Inc.'s holdings, making the stock its 13th largest position. Everhart Financial Group Inc.'s holdings in Microsoft were worth $21,581,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. WFA Asset Management Corp increased its position in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its stake in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its stake in shares of 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 acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC boosted its position in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the stock. Cantor Fitzgerald lifted their price objective on shares of Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a research report on Monday, July 27th. Mizuho reduced their target price on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research note on Wednesday, July 15th. Wolfe Research reiterated an "outperform" rating and set a $550.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Piper Sandler raised their target price on shares of Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a research note on Tuesday, July 28th. Finally, Wedbush reaffirmed an "outperform" rating and issued a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $560.27.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 37,310 shares of company stock valued at $17,256,219 in the last ninety days. Insiders own 0.03% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s data-center expansion is becoming central to the bullish case. Analysts argue that demand is already supported by booked orders, with the company’s commercial backlog reportedly reaching approximately $678 billion. The opportunity depends on how quickly Microsoft can add capacity and deliver Azure AI services. Microsoft Stock's Upside Now Runs Through Its Data Center Build
• Positive Sentiment: Multiple market commentaries remain constructive on Microsoft’s enterprise AI platform, citing Azure, Office and the company’s broader software ecosystem as sources of a durable competitive moat. Recent earnings also showed strong momentum, with revenue growth of 17.7% and earnings exceeding expectations. Microsoft Stock in 2027: My Prediction Is That It Still Beats the Market
• Positive Sentiment: Microsoft’s upcoming Xbox release schedule could help stabilize or revive gaming revenue after a recent sales slowdown, although the impact depends on the performance of the new titles. Can Xbox's Upcoming Gaming Roster Lift MSFT's Gaming Revenues?
• Neutral Sentiment: Reports that employees shared compensation details and monthly AI usage costs in internal spreadsheets provide transparency but have limited direct earnings implications. They may nevertheless draw attention to Microsoft’s workforce costs and the scale of internal AI adoption. Microsoft employees reveal how much cash they're burning on AI
• Negative Sentiment: Investors remain concerned that heavy AI infrastructure spending is outpacing shareholder distributions and could weigh on free cash flow, margins and future dividend growth. Related commentary also highlights the broader debt burden associated with the AI buildout. Microsoft's AI spending and dividend costs
• Negative Sentiment: Australia’s new rules requiring large digital platforms to compensate local news publishers create additional obligations for LinkedIn and could modestly increase regulatory and operating costs. Microsoft Gets New Australia News Rules

Microsoft Stock Up 0.8%

Shares of NASDAQ MSFT opened at $487.31 on Tuesday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The firm's 50-day simple moving average is $421.37 and its 200 day simple moving average is $409.73. The company has a market cap of $3.62 trillion, a price-to-earnings ratio of 27.13, a price-to-earnings-growth ratio of 1.56 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same period in the previous year, the business posted $3.65 EPS. The company's quarterly revenue was up 17.7% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio is 20.27%.

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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