Microsoft Corporation $MSFT Stock Holdings Trimmed by SVB Wealth LLC

Key Points

• SVB Wealth LLC trimmed its Microsoft stake by 2.9% in the first quarter, selling 4,468 shares and leaving it with 149,691 shares valued at about $55.4 million. Microsoft remained its third-largest holding and represented roughly 3.7% of its portfolio.
• Microsoft’s latest results beat expectations, with quarterly EPS of $4.27 on revenue of $82.89 billion, both above analyst estimates. Revenue rose 18.3% year over year, and analysts now expect full-year EPS of 16.76.
• Wall Street remains broadly bullish despite some caution around AI-related spending and margin pressure. The stock has a consensus rating of “Moderate Buy,” with 41 Buy ratings, 6 Hold ratings, and an average price target of $560.86.

SVB Wealth LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 149,691 shares of the software giant's stock after selling 4,468 shares during the quarter. Microsoft accounts for about 3.7% of SVB Wealth LLC's holdings, making the stock its 3rd largest holding. SVB Wealth LLC's holdings in Microsoft were worth $55,411,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% in the 2nd 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 in the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft in the 4th quarter worth $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft in the fourth quarter worth $36,000. Fairway Wealth LLC lifted its stake in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new stake in Microsoft during the fourth quarter valued at about $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Up 5.7%

Shares of Microsoft stock opened at $372.97 on Friday. 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 company's fifty day simple moving average is $410.37 and its two-hundred day simple moving average is $421.47. The company has a market cap of $2.77 trillion, a P/E ratio of 22.20, a PEG ratio of 1.34 and a beta of 1.11. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its 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. The firm 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%. The company's quarterly revenue was up 18.3% compared to the same quarter last year. During the same period last year, the company posted $3.46 EPS. Research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MSFT. Wedbush reiterated an "outperform" rating and issued a $575.00 price objective on shares of Microsoft in a research report on Wednesday, May 13th. Piper Sandler reaffirmed an "overweight" rating on shares of Microsoft in a research note on Tuesday, May 26th. Truist Financial lowered their price target on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating for the company in a report on Thursday, April 30th. Dbs Bank dropped their price target on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $560.86.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
• Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like 'Bear Market' Stocks
• Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
• Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
• Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
• Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
• Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
• Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction that occurred on Thursday, May 14th. The stock was 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 in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

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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