Microsoft Corporation $MSFT Shares Sold by Inman Jager Wealth Management LLC

Key Points

• Inman Jager Wealth Management LLC trimmed its Microsoft stake by 3.4% in the fourth quarter, selling 1,582 shares. Microsoft remained its largest holding, representing 13.5% of the portfolio.
• Microsoft reported a strong quarterly beat, posting $4.27 EPS on revenue of $82.89 billion, ahead of analyst expectations. Revenue rose 18.3% year over year, and the company also raised confidence with its AI and Azure momentum.
• The company announced a quarterly dividend of $0.91 per share, payable June 11, implying an annualized yield of 0.9%. Despite some analyst target cuts, Wall Street still views the stock as a Moderate Buy.

Inman Jager Wealth Management LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 45,424 shares of the software giant's stock after selling 1,582 shares during the period. Microsoft comprises 13.5% of Inman Jager Wealth Management LLC's holdings, making the stock its largest position. Inman Jager Wealth Management LLC's holdings in Microsoft were worth $21,968,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. lifted its stake in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. State Street Corp lifted its stake in Microsoft by 1.1% in the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC lifted its position in Microsoft by 2.0% during the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock worth $88,714,256,000 after acquiring an additional 3,532,054 shares during the last quarter. Norges Bank acquired a new stake in Microsoft during the second quarter worth approximately $50,493,678,000. Finally, Northern Trust Corp lifted its position in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $415.00 on Friday. The company's 50 day simple moving average is $396.79 and its 200 day simple moving average is $445.39. The stock has a market capitalization of $3.08 trillion, a price-to-earnings ratio of 24.70, a price-to-earnings-growth ratio of 1.52 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 announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for 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% compared to the same quarter last year. During the same period last year, the firm posted $3.46 earnings per share. As a group, research analysts predict that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. New Street Research cut their price objective on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research report on Thursday, April 30th. HSBC cut their price objective on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. UBS Group restated a "buy" rating on shares of Microsoft in a research report on Friday, April 24th. Guggenheim restated a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. Finally, BNP Paribas Exane cut their price objective on shares of Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $562.69.

Insider Buying and Selling

In related news, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction 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 owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 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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