Microsoft Corporation $MSFT Shares Sold by Monograph Wealth Advisors LLC

Monograph Wealth Advisors LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 40.2% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,266 shares of the software giant's stock after selling 10,276 shares during the quarter. Microsoft makes up approximately 0.5% of Monograph Wealth Advisors LLC's investment portfolio, making the stock its 26th largest position. Monograph Wealth Advisors LLC's holdings in Microsoft were worth $5,651,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC lifted its position 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 in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft in the 4th quarter worth $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft during the 4th quarter worth $36,000. Fairway Wealth LLC boosted its position in shares of Microsoft by 287.0% during 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. Finally, LSV Asset Management acquired a new stake in Microsoft during the fourth quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on the stock. Barclays decreased their target price on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $640.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Dbs Bank decreased their price objective on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Mizuho lowered their price objective on Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research report on Wednesday, July 15th. Finally, Tigress Financial raised their target price on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $558.87.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft 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 $18,922,874.02. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 38,572 shares of company stock valued at $17,775,330 in the last three months. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Microsoft stock opened at $499.99 on Friday. The company's 50 day simple moving average is $404.86 and its 200-day simple moving average is $406.96. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The company has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 27.84, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter last year, the company posted $3.65 EPS. The firm's quarterly revenue was up 17.7% on a year-over-year basis. As a group, equities research analysts expect that Microsoft Corporation will post 19.58 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio is presently 20.27%.

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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