Microsoft Corporation $MSFT Shares Sold by Rede Wealth LLC

Key Points

• Rede Wealth LLC cut its stake in Microsoft by 21.0% in Q4, selling 2,195 shares to finish with 8,270 shares valued at $3.999 million (MSFT is 1.4% of the fund and its 7th largest holding).
• Microsoft beat Q3 expectations (EPS $4.27 vs. $4.06; revenue $82.89B, +18.3% YoY) with >40% Azure/cloud growth and accelerating AI monetization, though investors worry about record capex (~$190B guidance) pressuring near‑term free cash flow.
• Large institutions materially increased positions (notably Norges Bank, Nuveen, UBS, Northern Trust), institutional investors own about 71.13% of MSFT, and analysts remain broadly bullish with a consensus "Moderate Buy" and an average price target near $556.

Rede Wealth LLC decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 21.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,270 shares of the software giant's stock after selling 2,195 shares during the period. Microsoft accounts for 1.4% of Rede Wealth LLC's portfolio, making the stock its 7th largest position. Rede Wealth LLC's holdings in Microsoft were worth $3,999,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of MSFT. Norges Bank purchased a new stake in shares of Microsoft during the 2nd quarter worth about $50,493,678,000. Nuveen LLC purchased a new stake in shares of Microsoft during the 1st quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock worth $30,840,432,000 after purchasing an additional 49,618,571 shares during the period. Laurel Wealth Advisors LLC grew its holdings in shares of Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. Finally, Northern Trust Corp grew its holdings in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 results and the earnings call highlighted 40%+ Azure/cloud growth and accelerating AI monetization, giving investors confidence in the company’s long-term AI revenue runway. Microsoft Earnings Call: AI Growth Surges, Margins Squeezed
• Positive Sentiment: The U.S. Pentagon signed agreements allowing Microsoft’s AI tech on classified networks — a credibility and contract win that can translate into long-term, high‑value government revenue. Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
• Positive Sentiment: Analyst actions include several price‑target raises and reaffirmations (Benchmark raised to $525, others keep buy ratings), signaling continued bullish conviction among some buy‑side firms. Microsoft Corp. (MSFT) Price Target Increased to $525 by Benchmark
• Positive Sentiment: Product catalyst: rollout of Windows 11’s new Xbox Mode supports consumer engagement and adds a near‑term, tangible product story for the stock. Microsoft Stock (MSFT) Jumps on Windows 11 Xbox Mode Rollout
• Neutral Sentiment: The revised Microsoft–OpenAI relationship (ending exclusivity) is being parsed by markets: it reduces some exclusivity upside but clarifies commercial terms that could be neutral-to-positive longer term depending on monetization. Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock
• Neutral Sentiment: Commentary from TV/hosts (e.g., Jim Cramer) describes MSFT as attractively valued but notes limited new messaging on the call — this shapes retail sentiment but isn’t new fundamental data. Jim Cramer on Microsoft: “Maybe You Can Consider It Cheap, But It’s Software”
• Negative Sentiment: Investors remain focused on record capex (roughly $190B guidance) and the near‑term hit to free cash flow — that spending narrative caused the post‑earnings pullback and continues to cap the multiple. Beat meets bill: MSFT stock slips on AI expenditure concerns despite strong Q3
• Negative Sentiment: Goldman’s note flagging extreme cloud cash burn and other outlets highlighting the industry’s rising AI capex raises concern that spending could pressure margins and returns if monetization lags. Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
• Negative Sentiment: Some brokers trimmed price targets or cut upside on valuation as they bake in capex risk (HSBC cut its target), keeping a portion of the market cautious. HSBC Cuts Microsoft Price Target to $571 From $593

Insider Buying and Selling

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the business'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 transaction, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. President Capital boosted their target price on Microsoft from $500.00 to $520.00 and gave the stock a "buy" rating in a report on Thursday. Citigroup boosted their target price on Microsoft from $600.00 to $620.00 and gave the stock a "buy" rating in a report on Thursday. Wells Fargo & Company boosted their price target on Microsoft from $615.00 to $625.00 and gave the stock an "overweight" rating in a research report on Thursday. Cantor Fitzgerald reduced their price target on Microsoft to $502.00 and set an "overweight" rating on the stock in a research report on Monday, April 27th. Finally, Barclays reduced their price target on Microsoft from $600.00 to $545.00 and set an "overweight" rating on the stock in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $556.15.

Microsoft Stock Performance

Microsoft stock opened at $414.41 on Monday. The stock's 50 day moving average price is $395.28 and its 200 day moving average price is $447.45. The firm has a market capitalization of $3.08 trillion, a PE ratio of 24.67, a price-to-earnings-growth ratio of 1.55 and a beta of 1.10. 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 one year low of $356.28 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly 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. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the company posted $3.46 EPS. Microsoft's revenue for the quarter was up 18.3% on a year-over-year basis. As a group, sell-side analysts expect that Microsoft Corporation will post 16.68 EPS for the current fiscal year.

Microsoft Announces Dividend

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 given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio is presently 21.67%.

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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