Microsoft Corporation $MSFT Shares Sold by Everpar Advisors LLC

Everpar Advisors LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 23,898 shares of the software giant's stock after selling 1,498 shares during the period. Microsoft accounts for approximately 2.5% of Everpar Advisors LLC's investment portfolio, making the stock its 5th biggest position. Everpar Advisors LLC's holdings in Microsoft were worth $8,914,000 as of its most recent SEC filing.

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

Key Microsoft News

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

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on MSFT shares. Arete Research boosted their price objective on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a research note on Tuesday, May 5th. China Renaissance lowered their target price on Microsoft from $630.00 to $550.00 and set a "buy" rating for the company in a report on Monday, May 4th. DZ Bank reissued a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Truist Financial restated a "buy" rating and set a $575.00 price target on shares of Microsoft in a report on Wednesday, July 22nd. Finally, Oppenheimer reaffirmed an "outperform" rating and set a $515.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $560.27.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,310 shares of company stock worth $17,256,219 over the last three months. 0.03% of the stock is owned by insiders.

Microsoft Stock Up 0.8%

MSFT stock opened at $487.31 on Tuesday. The stock's 50 day moving average is $421.37 and its 200-day moving average is $409.73. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The firm has a market capitalization of $3.62 trillion, a PE ratio of 27.13, a P/E/G ratio of 1.56 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the firm posted $3.65 EPS. Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. Sell-side analysts expect that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Announces Dividend

The company 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. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio is currently 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).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source