Microsoft Corporation $MSFT Shares Sold by Henrickson Nauta Wealth Advisors Inc.

Key Points

• Henrickson Nauta Wealth Advisors reduced its Microsoft stake by 35.7% in the first quarter, selling 2,159 shares and leaving it with 3,897 shares valued at about $1.44 million.
• Microsoft’s latest quarter beat expectations, with $4.27 EPS on $82.89 billion in revenue, and revenue rose 18.3% year over year. The company also announced a quarterly dividend of $0.91 per share.
• Despite strong analyst support overall, sentiment is mixed due to concerns about AI spending, cloud-margin pressure, and regulatory/legal risks. Microsoft still has a “Moderate Buy” consensus rating, with 41 Buy ratings and six Hold ratings.

Henrickson Nauta Wealth Advisors Inc. lessened its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 35.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,897 shares of the software giant's stock after selling 2,159 shares during the quarter. Microsoft makes up about 0.4% of Henrickson Nauta Wealth Advisors Inc.'s holdings, making the stock its 21st largest position. Henrickson Nauta Wealth Advisors Inc.'s holdings in Microsoft were worth $1,443,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. boosted its holdings in shares of Microsoft by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after buying an additional 15,955,898 shares in the last quarter. State Street Corp raised its stake in Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock worth $148,060,557,000 after acquiring an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC lifted its position in Microsoft by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley lifted its position in Microsoft by 0.8% in the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after acquiring an additional 980,439 shares during the last quarter. Finally, Norges Bank acquired a new position in Microsoft in the fourth quarter valued at $50,664,631,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to secure new enterprise AI and cloud partnerships, including expanded collaborations around Microsoft 365 Copilot and Azure, which support its long-term AI monetization story.
• Positive Sentiment: Microsoft’s 20-year power agreement tied to its Texas data-center buildout helps de-risk AI infrastructure expansion and supports cloud capacity growth.
• Positive Sentiment: ICON plc selected Microsoft as a preferred technology partner, reinforcing demand for Microsoft’s AI and productivity tools in healthcare and enterprise workflows.
• Neutral Sentiment: Analysts and market commentators remain split: some still view Microsoft as a high-quality AI platform with strong long-term upside, while others say the stock has been oversold and may be approaching a valuation reset.
• Neutral Sentiment: Microsoft was also named in multiple new or ongoing lawsuits and class-action notices tied to alleged securities issues and copyright claims involving AI training data, adding headline risk but no immediate operating impact yet.
• Negative Sentiment: Stifel cut its price target on Microsoft and said Wall Street’s gross-margin expectations may be too high as Azure growth and AI capex pressure cloud profitability.
• Negative Sentiment: Microsoft’s Xbox price hikes and repeated gaming price increases suggest hardware cost inflation is squeezing a business line that had already been weakening.
• Negative Sentiment: Investor concern over heavy AI spending, shrinking free cash flow, and lower cloud-margin expectations is weighing on sentiment and helping explain why MSFT is falling.
• Negative Sentiment: EU regulators said Microsoft Azure may face stricter “gatekeeper” rules under the Digital Markets Act, raising the possibility of more compliance burden and oversight in Europe.
• Negative Sentiment: Microsoft’s quantum-computing claims also came under renewed criticism, which adds to skepticism around some of its more speculative AI-related initiatives.

Analyst Ratings Changes

A number of research firms have recently commented on MSFT. TD Cowen reiterated a "buy" rating and set a $540.00 target price on shares of Microsoft in a research report on Thursday, June 4th. DA Davidson decreased their target price on Microsoft from $650.00 to $550.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. Wells Fargo & Company raised their price target on Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research note on Monday, June 1st. Truist Financial cut their price target on Microsoft from $675.00 to $575.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Finally, 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. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $560.86.

Microsoft Stock Performance

Shares of MSFT opened at $352.83 on Friday. The stock has a market capitalization of $2.62 trillion, a P/E ratio of 21.00, a P/E/G ratio of 1.32 and a beta of 1.11. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company's fifty day moving average is $411.13 and its two-hundred day moving average is $421.81.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company 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 business's revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the business earned $3.46 EPS. On average, sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is currently 21.67%.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last 90 days. Company insiders own 0.03% of the company's stock.

Microsoft 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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