Microsoft Corporation $MSFT Stake Lessened by Ramsay Stattman Vela & Price Inc.

Key Points

• Ramsay Stattman Vela & Price Inc. reduced its stake in Microsoft by 2.1%, selling 2,264 shares to hold 105,822 shares worth about $54.81 million, with Microsoft comprising roughly 9.8% of the firm's portfolio (its largest position).
• Microsoft director John W. Stanton purchased 5,000 shares at $397.35 on Feb. 18, increasing his holdings to 83,905 shares (a 6.34% rise) valued at roughly $33.34 million.
• Microsoft recently beat estimates with EPS $4.14 (vs. $3.86) and $81.27 billion in revenue (+16.7% YoY); analysts remain broadly positive (consensus "Moderate Buy") but note valuation concerns, some downgrades, and competitive/regulatory risks amid AI-driven tailwinds for cloud demand.

Ramsay Stattman Vela & Price Inc. cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 105,822 shares of the software giant's stock after selling 2,264 shares during the period. Microsoft accounts for approximately 9.8% of Ramsay Stattman Vela & Price Inc.'s portfolio, making the stock its largest position. Ramsay Stattman Vela & Price Inc.'s holdings in Microsoft were worth $54,811,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. AlphaQuest LLC raised its holdings in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant's stock worth $170,000 after purchasing an additional 19 shares in the last quarter. BLVD Private Wealth LLC lifted its holdings in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after purchasing an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA lifted its holdings in shares of Microsoft by 1.6% during the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant's stock valued at $635,000 after purchasing an additional 20 shares during the last quarter. Magnolia Capital Management Ltd. boosted its position in shares of Microsoft by 0.3% in the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock worth $3,371,000 after purchasing an additional 20 shares in the last quarter. Finally, ARK & TLK Investments LLC grew its stake in shares of Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock worth $1,002,000 after buying an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity

In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average price 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 in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.03% of the stock is currently owned by corporate insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Broadcom’s strong revenue outlook and commentary that AI semiconductor demand is accelerating reinforces the view that hyperscalers (including Microsoft) will keep investing heavily in data centers — a direct tailwind for Azure and MSFT’s cloud AI monetization. Broadcom sees revenue above estimates as AI fuels custom chip demand
• Positive Sentiment: Industry analysis pointing to a ~$650B AI capex cycle (chips, servers, networking) supports durable demand for Microsoft’s cloud, AI services, and enterprise partnerships — a structural revenue driver. The $650 Billion AI Surge Is Here—2 Semiconductor ETFs to Play It
• Positive Sentiment: Big Tech’s White House pledge to fund new power generation/infrastructure for AI data centers reduces regulatory/political risk and potential utility bill backlash for operators like Microsoft, easing a possible operational headwind. Tech Bosses Tell Trump They’ll Pay Up for Electricity
• Neutral Sentiment: Executive reshuffle at Microsoft Gaming (Asha Sharma named CEO) focuses integration and growth post‑Acquisition; strategic but longer‑dated for material revenue effects. Microsoft Gaming Leadership Reset Puts Integration And Growth In Focus
• Neutral Sentiment: CEO Satya Nadella’s public comments acknowledging AI‑driven job displacement underline Microsoft’s narrative that AI is transformative — useful for strategic positioning but neutral for immediate cash flow. Satya Nadella Says AI Will Displace Workers—'Best Protection...Transform Yourself'
• Negative Sentiment: Valuation and AI profitability concerns resurfaced after recent share‑price pullbacks; analysts and investors are reassessing whether current multiples properly reflect execution risk and long‑term AI margins. Assessing Microsoft (MSFT) Valuation After Recent Share Price Pullback And AI Profitability Questions
• Negative Sentiment: Broker downgrades (Melius Research, Stifel) to Hold and public commentator concern (Jim Cramer) add selling pressure and reinforce short‑term skepticism. Melius Research and Stifel Downgrade Microsoft Corporation (MSFT) to Hold
• Negative Sentiment: Reputational/operational risk after reports of widespread Outlook email blocking drew user ire — this can draw regulatory scrutiny or customer friction if persistent. Microsoft Draws Internet Ire Over Wave of Email Blocking
• Negative Sentiment: Reports that OpenAI is developing a GitHub alternative highlight competitive risk in developer tools — a potential threat to parts of Microsoft’s developer ecosystem over time. OpenAI is developing alternative to Microsoft's GitHub, The Information reports

Microsoft Trading Up 0.3%

NASDAQ:MSFT opened at $405.20 on Thursday. The company has a market cap of $3.01 trillion, a PE ratio of 25.34, a price-to-earnings-growth ratio of 1.58 and a beta of 1.10. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The company has a 50 day simple moving average of $438.52 and a two-hundred day simple moving average of $481.02. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same period last year, the business posted $3.23 EPS. The company's revenue for the quarter was up 16.7% on a year-over-year basis. Research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research note on Thursday, January 22nd. Bank of America lowered their price target on Microsoft from $640.00 to $520.00 and set a "buy" rating for the company in a research report on Monday, January 26th. TD Cowen reiterated a "buy" rating on shares of Microsoft in a research note on Thursday, January 29th. Weiss Ratings restated a "buy (b)" rating on shares of Microsoft in a research note on Thursday, January 22nd. Finally, Stifel Nicolaus reaffirmed a "hold" rating and issued a $392.00 target price (down from $540.00) on shares of Microsoft in a report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $591.95.

Microsoft 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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