Microsoft Corporation $MSFT Shares Sold by FRG Family Wealth Advisors LLC

Key Points

• FRG Family Wealth Advisors LLC trimmed its Microsoft stake by 1.1%, selling 1,531 shares and now holding 141,302 shares worth $68,336,000, which equals about 10.6% of the firm's portfolio and is its largest holding.
• Major institutions made sizable moves in MSFT this period — notably Norges Bank opened a new position worth ~$50.49 billion, Nuveen added ~$18.73 billion, and UBS AM increased holdings 500% to 59,543,261 shares, leaving institutional investors with roughly 71.13% ownership.

FRG Family Wealth Advisors LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 141,302 shares of the software giant's stock after selling 1,531 shares during the period. Microsoft makes up approximately 10.6% of FRG Family Wealth Advisors LLC's investment portfolio, making the stock its largest holding. FRG Family Wealth Advisors LLC's holdings in Microsoft were worth $68,336,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Norges Bank acquired a new position in shares of Microsoft in the 2nd quarter valued at $50,493,678,000. Nuveen LLC acquired a new position in shares of Microsoft in the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after buying an additional 49,618,571 shares during the period. Laurel Wealth Advisors LLC grew its holdings in shares of Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after buying an additional 29,906,791 shares during the period. Finally, Northern Trust Corp grew its holdings in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a roughly $18B investment in Australia to expand Azure AI supercomputing, cloud capacity, cybersecurity and upskilling — a major long‑term revenue and capacity commitment that supports the AI growth narrative. Microsoft to invest $18B in Australia to expand AI, cloud and digital infrastructure
• Positive Sentiment: High‑profile investor Michael Burry disclosed a new long position in MSFT, signaling conviction from a value‑oriented, headline‑driving buyer — this can attract other investors looking for a contrarian entry. Big Short Investor Michael Burry Opens New Position in Microsoft Stock (MSFT)
• Positive Sentiment: Analysts remain upbeat: Jefferies reaffirmed a Buy and other firms (Guggenheim, TD Cowen) have high price targets or bullish notes citing Copilot/Azure monetization, supporting upside sentiment into earnings. Jefferies gives a buy rating on Microsoft
• Positive Sentiment: Gaming/product signals: Xbox branding returned and leaked details of a cheaper Xbox Game Pass Starter Edition have lifted expectations for consumer engagement and subscription growth. Microsoft Gaming reverts to Xbox branding as part of new mission statement
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q3 results on April 29 — earnings will likely drive larger intraday moves as investors look for Azure growth, Copilot adoption and AI capex conversion. Microsoft Will Report Q3 Earnings on April 29
• Neutral Sentiment: Market context: Tech sector strength and broader AI‑led optimism are supporting MSFT alongside peers; short‑interest data in the feed is not meaningful (reported 0 shares). Sector Update: Tech Stocks Gain Late Afternoon
• Negative Sentiment: Cost/structure concerns: Microsoft launched its first‑ever voluntary buyout program (~7% of U.S. workforce) as it reshapes for AI — while aimed at efficiency, the move and public discussion of heavy AI capex have pressured sentiment and raised near‑term uncertainty. Microsoft plans first voluntary employee buyout in company's 51-year history
• Negative Sentiment: Investor worry over AI capital intensity and OpenAI dependence persists in commentary and some sell‑side notes, which could keep volatility elevated into earnings despite long‑term upside. Microsoft Is A Value Trap, OpenAI Dependence Could Backfire

Microsoft Trading Up 2.1%

MSFT opened at $424.54 on Friday. The stock has a market capitalization of $3.15 trillion, a P/E ratio of 26.55, a P/E/G ratio of 1.57 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 firm's fifty day simple moving average is $393.48 and its 200 day simple moving average is $451.12. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion for the quarter, compared to analysts' expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm's revenue was up 16.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.23 EPS. As a group, research analysts anticipate that Microsoft Corporation will post 16.54 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is currently 22.76%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.03% of the company's stock.

Analyst Ratings Changes

MSFT has been the subject of several research analyst reports. Daiwa Securities Group decreased their price target on shares of Microsoft from $630.00 to $600.00 and set a "buy" rating for the company in a report on Wednesday, February 4th. BMO Capital Markets decreased their price target on shares of Microsoft from $625.00 to $575.00 and set an "outperform" rating for the company in a report on Thursday, January 29th. JPMorgan Chase & Co. decreased their price target on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Royal Bank Of Canada reissued an "outperform" rating on shares of Microsoft in a report on Monday, March 2nd. Finally, Rothschild & Co Redburn decreased their price target on shares of Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average price target of $575.34.

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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