Microsoft Corporation $MSFT Shares Sold by Octavia Wealth Advisors LLC

Key Points

• Octavia Wealth Advisors LLC reduced its stake in Microsoft by 11.5%, selling 2,490 shares and leaving 19,079 shares valued at $9.227 million (about 0.9% of its portfolio and its 24th largest holding).
• Microsoft beat quarterly expectations, reporting $4.27 EPS versus $4.06 expected and revenue of $82.89 billion versus $81.44 billion, with revenue up 18.3% year‑over‑year.
• Dividend and insider activity: Microsoft declared a $0.91 quarterly dividend (ex‑dividend May 21, payable June 11), while Director John W. Stanton bought 5,000 shares and EVP Kathleen T. Hogan sold 12,321 shares.

Octavia Wealth Advisors LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,079 shares of the software giant's stock after selling 2,490 shares during the period. Microsoft makes up approximately 0.9% of Octavia Wealth Advisors LLC's portfolio, making the stock its 24th biggest position. Octavia Wealth Advisors LLC's holdings in Microsoft were worth $9,227,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also made changes to their positions in the company. BLVD Private Wealth LLC raised its stake in Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after acquiring an additional 19 shares during the last quarter. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the period. Magnolia Capital Management Ltd. increased its holdings in shares of Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock valued at $3,371,000 after purchasing an additional 20 shares during the period. ARK & TLK Investments LLC raised its stake in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after purchasing an additional 20 shares during the last quarter. Finally, Rochester Wealth Strategies LLC raised its stake in shares of Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after purchasing an additional 20 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Trading Down 0.2%

Shares of MSFT opened at $413.62 on Tuesday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm's 50-day moving average is $395.28 and its two-hundred day moving average is $447.45. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The firm has a market capitalization of $3.07 trillion, a P/E ratio of 24.62, a PEG ratio of 1.55 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results 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 company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's revenue for the quarter was up 18.3% on a year-over-year basis. During the same period last year, the firm earned $3.46 EPS. On average, research analysts predict that Microsoft Corporation will post 16.68 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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 issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's payout ratio is currently 21.67%.

Analyst Upgrades and Downgrades

MSFT has been the topic of several recent research reports. HSBC dropped their price objective on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a report on Thursday, January 29th. Piper Sandler raised their price objective on shares of Microsoft from $500.00 to $540.00 and gave the company an "overweight" rating in a research report on Thursday, April 30th. Barclays lowered their price objective on Microsoft from $600.00 to $545.00 and set an "overweight" rating on the stock in a report on Thursday. Finally, Rothschild & Co Redburn cut their target price on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $556.00.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft moved Agent 365 out of preview to general availability, positioning itself as a leader in governance and security for enterprise AI agents — this improves MSFT's enterprise stickiness and could accelerate cloud/Copilot adoption. Microsoft takes Agent 365 out of preview
• Positive Sentiment: A small OpenClaw team is building "Project Lobster," an always-on assistant for knowledge workers inside Microsoft 365 — a product-led initiative that could expand Copilot-like monetization across Office workloads. Microsoft's OpenClaw team takes on the personal assistant challenge
• Positive Sentiment: Street support remains: Bernstein recently lifted its price objective and other analysts highlight large backlog growth and long-run upside, reinforcing a constructive view on MSFT's AI/cloud runway. Microsoft (MSFT): Most Promising AI Stock to Invest In
• Neutral Sentiment: Partner ecosystem traction: Microsoft is showing up in industry implementations (e.g., Medline’s Mpower supply‑chain solution built with Microsoft, and strong MSP adoption via Nerdio), which signals steady commercial demand but not immediate margin impact. Medline officially launches Mpower
• Negative Sentiment: Capital spending worries: analysts and commentators are flagging sharply higher AI capex (guidance for large GPU/infra spend and multiyear capex) and concerns about near-term capex ROI — a primary driver behind recent investor selling. Microsoft: Reasons To Be Concerned About Capex ROI
• Negative Sentiment: Post‑earnings weakness persists: the stock dropped after last week’s results as some investors parsed the spending outlook and backlog/momentum nuances, and commentators note the market reaction remains cautious. What can power Microsoft stock higher after earnings stumble?
• Negative Sentiment: Wider tech headwinds: hedge‑fund de‑risking of big tech and local data‑center/energy constraints (e.g., Denmark connection pauses) add macro and operational risk to MSFT’s hyperscale buildout. Hedge Funds Launch Biggest Tech Stock Pullback In Over 10 Years

Insider Buying and Selling at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of the company's stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly 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 filing 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 value of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company's stock.

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.