Microsoft Corporation $MSFT Shares Sold by Jaffetilchin Investment Partners LLC

Key Points

• Jaffetilchin Investment Partners trimmed its Microsoft stake by 2.6% in Q4, selling 2,095 shares and now owning 78,804 shares worth $38.11 million (2.2% of its portfolio, the fund's 11th largest holding).
• Analyst sentiment remains broadly positive with an average MarketBeat rating of "Moderate Buy" and an average target price of $588.97, though several firms have recently cut their price targets.
• Insider activity was mixed: Director John W. Stanton bought 5,000 shares (~$1.99M) while EVP Kathleen T. Hogan sold 12,321 shares (~$5.05M); Microsoft also beat quarterly EPS expectations and announced a $0.91 quarterly dividend (ex-dividend May 21).

Jaffetilchin Investment Partners LLC decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 78,804 shares of the software giant's stock after selling 2,095 shares during the period. Microsoft accounts for 2.2% of Jaffetilchin Investment Partners LLC's portfolio, making the stock its 11th largest position. Jaffetilchin Investment Partners LLC's holdings in Microsoft were worth $38,111,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the period. Bayforest Capital Ltd purchased a new stake in Microsoft during the third quarter worth approximately $38,000. Sellwood Investment Partners LLC purchased a new stake in Microsoft during the third quarter worth approximately $49,000. University of Illinois Foundation purchased a new stake in Microsoft during the second quarter worth approximately $50,000. Finally, Stance Capital LLC purchased a new stake in Microsoft during the third quarter worth approximately $54,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Ratings Changes

Several research firms have issued reports on MSFT. Benchmark began coverage on shares of Microsoft in a research note on Wednesday, April 1st. They set a "buy" rating for the company. DA Davidson restated a "buy" rating and issued a $650.00 target price on shares of Microsoft in a research note on Thursday, January 29th. HSBC decreased their target price on shares of Microsoft from $667.00 to $588.00 and set a "buy" rating for the company in a research note on Thursday, January 29th. KeyCorp decreased their target price on shares of Microsoft from $630.00 to $600.00 and set an "overweight" rating for the company in a research note on Thursday, January 29th. Finally, Citigroup decreased their target price on shares of Microsoft from $660.00 to $635.00 and set a "buy" rating for the company in a research note on Thursday, January 29th. Two research 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. According to MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and an average target price of $588.97.

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the 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 sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents 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 corporate insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Expanded marketing tie-up with Publicis strengthens Microsoft’s positioning in AI-driven advertising and marketing workflows, supporting revenue potential outside core cloud products. Read More.
• Positive Sentiment: Microsoft is rolling out enterprise AI infrastructure and governance (Agent 365 launch partners like Reply), which helps convert enterprise demand for managed AI agents into repeatable revenue. This is a strategic enterprise sales lever for Azure and services. Read More.
• Positive Sentiment: M12-backed RAAPID investment (healthcare AI) highlights Microsoft’s ecosystem play and could widen Azure/Microsoft Health adoption in a regulated vertical. Read More.
• Neutral Sentiment: Microsoft’s large backlog / remaining performance obligations (RPO) — cited above $625B in coverage — gives revenue visibility that could offset short-term margin pressure from capex. Read More.
• Neutral Sentiment: Upcoming April earnings release date (Q3 FY26) focuses investors on guidance and capex cadence — a scheduled catalyst that could swing sentiment either way. Read More.
• Negative Sentiment: Market concerns about sharply higher capital expenditures for AI infrastructure and faster-than-expected competition (Google/Anthropic) are pressuring margins and valuation multiples. Coverage highlights a “Copilot code red” overhaul and investor fear that AI buildout costs will persist. Read More.
• Negative Sentiment: Wave of senior departures raises execution and talent-retention concerns at a sensitive time for product rollouts. Investor nervousness on leadership stability amplifies sell-pressure. Read More.
• Negative Sentiment: Broader tech sell-off, geopolitical risk (Middle East) and headlines about developer/service disruptions (e.g., VeraCrypt account lock) are worsening sentiment and liquidity for big-cap tech stocks like MSFT. Read More. • Read More.

Microsoft Trading Down 0.3%

MSFT opened at $373.07 on Friday. The stock has a market capitalization of $2.77 trillion, a PE ratio of 23.33, a P/E/G ratio of 1.42 and a beta of 1.11. The firm's fifty day moving average price is $393.29 and its 200 day moving average price is $459.09. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. Microsoft Corporation has a 12-month low of $355.67 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. The firm 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 quarterly revenue was up 16.7% on a year-over-year basis. During the same period in the prior year, the company posted $3.23 earnings per share. As a group, research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio is 22.76%.

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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