Microsoft Corporation $MSFT Stake Lessened by 1834 Investment Advisors Co.

Key Points

• 1834 Investment Advisors Co. cut its Microsoft stake by 4.1% in the fourth quarter, selling 2,082 shares and ending with 48,814 shares worth about $23.6 million.
• Microsoft reported stronger-than-expected quarterly results, with EPS of $4.27 versus estimates of $4.06 and revenue of $82.89 billion, up 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, payable June 11, and analysts remain broadly positive with a Moderate Buy consensus rating and an average target price of $560.88.

1834 Investment Advisors Co. lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 48,814 shares of the software giant's stock after selling 2,082 shares during the quarter. Microsoft comprises 3.0% of 1834 Investment Advisors Co.'s portfolio, making the stock its 7th largest position. 1834 Investment Advisors Co.'s holdings in Microsoft were worth $23,607,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. 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 valued at $29,000 after purchasing an additional 20 shares during the period. Bayforest Capital Ltd bought a new position in Microsoft during the third quarter valued at approximately $38,000. Fairway Wealth LLC lifted its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares during the period. Sellwood Investment Partners LLC bought a new position in Microsoft during the third quarter valued at approximately $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft in the second quarter worth approximately $50,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction 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 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 SEC filing for this sale provides additional information. 0.03% of the stock is owned by company insiders.

Microsoft Stock Performance

MSFT opened at $418.57 on Monday. The stock has a market capitalization of $3.11 trillion, a price-to-earnings ratio of 24.91, a PEG ratio of 1.51 and a beta of 1.10. The company has a fifty day moving average of $399.38 and a 200 day moving average of $436.92. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. 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 (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during 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%. Microsoft's quarterly revenue was up 18.3% on a year-over-year basis. During the same period last year, the company posted $3.46 earnings per share. As a group, sell-side analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly deepening its AI strategy through talks with Anthropic over use of its Maia AI chips, which could expand demand for Microsoft’s custom silicon and strengthen its position in AI infrastructure. Anthropic in talks to use Microsoft's AI chips, The Information reports
• Positive Sentiment: OpenAI’s reported integration of ChatGPT into Microsoft PowerPoint highlights tighter product tie-ins that could boost adoption of Microsoft 365 Copilot and broader enterprise AI usage. ChatGPT Lands in Microsoft PowerPoint
• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to accelerate corporate AI adoption, reinforcing expectations that Microsoft can monetize AI across large enterprise customers. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Several articles and analyst notes framed MSFT as an undervalued momentum name with AI catalysts building, including RBC reiterating a buy rating, which may be supporting shares. Microsoft had its "buy" rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Microsoft is undergoing an internal AI-era leadership reset, including the planned departure of longtime executive Yusuf Mehdi, which signals strategic change but also adds some organizational uncertainty. Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year
• Negative Sentiment: Some coverage focused on Microsoft’s GitHub outages and higher AI operating costs, raising questions about execution, infrastructure strain, and whether AI usage is becoming too expensive to scale smoothly. Microsoft's GitHub was positioned to win the AI coding race. Outages got in the way
• Negative Sentiment: The Gates Foundation’s sale of its remaining Microsoft stake was a headline overhang, though it appears more like portfolio rebalancing than a direct read on Microsoft’s fundamentals. The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?

Analyst Upgrades and Downgrades

Several research firms have weighed in on MSFT. Phillip Securities upgraded shares of Microsoft to a "buy" rating and set a $485.00 price target on the stock in a research report on Wednesday, May 13th. Royal Bank Of Canada restated a "buy" rating on shares of Microsoft in a research report on Friday. New Street Research lowered their target price on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. Barclays restated a "buy" rating on shares of Microsoft in a research note on Thursday, May 7th. Finally, BMO Capital Markets lowered their target price on shares of Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a research note on Tuesday, April 28th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and a consensus target price of $560.88.

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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