Microsoft Corporation $MSFT Shares Sold by Greenleaf Trust

Key Points

• Greenleaf Trust trimmed its stake in Microsoft by 0.4%, selling 1,200 shares in Q4 and leaving 291,611 shares worth $141,029,000 — about 1.3% of the firm's portfolio and its 6th-largest holding.
• Microsoft beat quarterly estimates with EPS of $4.14 versus $3.86 and revenue of $81.27 billion (+16.7% YoY), and declared a quarterly dividend of $0.91 per share payable June 11 (ex-dividend date May 21).
• The company announced a roughly $18B investment in Australia to expand Azure AI/cloud capacity and attracted a new high‑profile investor (Michael Burry), though a voluntary buyout program and AI capex concerns have added near‑term uncertainty; analysts maintain a "Moderate Buy" consensus with a $575.34 average target.

Greenleaf Trust cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 291,611 shares of the software giant's stock after selling 1,200 shares during the quarter. Microsoft makes up approximately 1.3% of Greenleaf Trust's investment portfolio, making the stock its 6th largest position. Greenleaf Trust's holdings in Microsoft were worth $141,029,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of MSFT. IRON Financial LLC increased its position in shares of Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after buying an additional 1,225 shares in the last quarter. PMG Family Office LLC purchased a new stake in shares of Microsoft in the third quarter valued at approximately $828,000. Trifecta Capital Advisors LLC increased its position in shares of Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after buying an additional 1,572 shares in the last quarter. Weaver Capital Management LLC increased its position in shares of Microsoft by 14.0% in the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock valued at $9,499,000 after buying an additional 2,247 shares in the last quarter. Finally, TD Waterhouse Canada Inc. increased its position in shares of Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after buying an additional 9,700 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Up 2.1%

Shares of MSFT opened at $424.54 on Friday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The stock has a market capitalization of $3.15 trillion, a price-to-earnings ratio of 26.55, a PEG ratio of 1.57 and a beta of 1.11. The stock has a 50 day moving average price of $393.48 and a 200 day moving average price of $451.12.

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

Microsoft Announces Dividend

The company also recently declared 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. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's payout ratio is presently 22.76%.

Key Stories Impacting Microsoft

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

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. cut their price objective on Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. Citigroup cut their price objective on Microsoft from $635.00 to $600.00 and set a "buy" rating for the company in a research report on Tuesday. Guggenheim restated a "buy" rating and issued a $586.00 price objective on shares of Microsoft in a research report on Thursday. Barclays restated an "overweight" rating on shares of Microsoft in a research report on Monday, March 9th. Finally, Benchmark began coverage on Microsoft in a research report on Wednesday, April 1st. They issued a "buy" rating for the company. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $575.34.

Insider Activity at Microsoft

In related news, Director John W. Stanton bought 5,000 shares of the company's stock in a transaction on Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

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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