Microsoft Corporation $MSFT Shares Sold by GC Wealth Management RIA LLC

Key Points

• GC Wealth Management RIA LLC reduced its Microsoft stake by 30.6% in the fourth quarter, selling 74,311 shares and leaving it with 168,730 shares worth about $81.6 million.
• Microsoft reported stronger-than-expected quarterly results, posting EPS of $4.27 on revenue of $82.89 billion, both ahead of analyst estimates. Revenue rose 18.3% year over year.
• Analyst sentiment remains broadly positive, with 39 Buy ratings and an average target price of $560.88, even as some firms trimmed their price targets. The stock also recently announced a quarterly dividend of $0.91 per share.

GC Wealth Management RIA LLC decreased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 30.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 168,730 shares of the software giant's stock after selling 74,311 shares during the period. Microsoft makes up approximately 3.0% of GC Wealth Management RIA LLC's investment portfolio, making the stock its 7th largest position. GC Wealth Management RIA LLC's holdings in Microsoft were worth $81,601,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its holdings 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 last quarter. Bayforest Capital Ltd acquired a new stake in Microsoft in the 3rd quarter valued at about $38,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. Sellwood Investment Partners LLC acquired a new stake in Microsoft in the 3rd quarter valued at about $49,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft in the 2nd quarter valued at about $50,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Down 0.6%

Shares of NASDAQ MSFT opened at $416.03 on Wednesday. The company has a 50 day simple moving average of $400.12 and a 200-day simple moving average of $435.60. The company has a market capitalization of $3.09 trillion, a P/E ratio of 24.76, a P/E/G ratio of 1.51 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the company posted $3.46 EPS. On average, equities research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current 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 dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. HSBC cut their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Tigress Financial raised their price target on shares of Microsoft from $595.00 to $680.00 and gave the stock a "buy" rating in a report on Wednesday, May 6th. JPMorgan Chase & Co. cut 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 restated a "buy" rating on shares of Microsoft in a report on Friday, May 22nd. Finally, Scotiabank cut their price target on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating for the company in a report on Thursday, April 30th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $560.88.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas sees significant upside potential for Microsoft, citing strong AI demand, more than 25 million expected paid Copilot seats, and Azure growth that could stay above 40%. Article Title
• Positive Sentiment: Bill Ackman’s Pershing Square has taken a large Microsoft position, which some investors view as a vote of confidence in the long-term AI thesis. Article Title
• Positive Sentiment: Analysts and market commentators continue to argue Microsoft remains a strong long-term AI beneficiary, with some saying recent weakness may be creating an attractive entry point. Article Title
• Neutral Sentiment: Microsoft’s recent earnings beat was solid, but the stock has remained weak since the post-earnings sell-off, suggesting investors are focused more on forward guidance and AI spending than last quarter’s results. Article Title
• Neutral Sentiment: Microsoft is also benefiting from broader AI ecosystem news, including new products and governance tools built around Microsoft Foundry, which supports the company’s enterprise AI platform narrative. Article Title
• Negative Sentiment: Several pieces question whether Microsoft’s AI infrastructure spending is becoming too costly, with criticism centered on “compute” expenses and possible margin pressure. Article Title
• Negative Sentiment: Microsoft was also the subject of a bearish Seeking Alpha note warning that its planned AI infrastructure spending could weigh on returns and valuation. Article Title
• Negative Sentiment: Some headlines highlight that major holders such as the Gates Foundation have exited Microsoft, adding to investor concern about shifting sentiment among large shareholders. Article Title

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. 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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