Nadler Financial Group Inc. Has $10.54 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• Nadler Financial Group reduced its Microsoft stake by 9.2% in the first quarter, selling 2,901 shares and retaining 28,469 shares valued at approximately $10.54 million. Microsoft represents about 1% of the firm’s portfolio, while institutional investors collectively own 71.13% of the stock.
• Microsoft unveiled new cybersecurity AI offerings, including MAI-Cyber-1-Flash and Project Perception, supporting its enterprise security and Azure growth strategy. Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $554.73.
• The company’s latest quarterly results exceeded expectations, with adjusted EPS of $4.27 and revenue of $82.89 billion, up 18.3% year over year. Microsoft also declared a quarterly dividend of $0.91 per share, while insiders have sold $10.5 million worth of stock over the past 90 days.

Nadler Financial Group Inc. cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,469 shares of the software giant's stock after selling 2,901 shares during the period. Microsoft makes up approximately 1.0% of Nadler Financial Group Inc.'s holdings, making the stock its 18th biggest position. Nadler Financial Group Inc.'s holdings in Microsoft were worth $10,538,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC raised 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 buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC bought a new stake in Microsoft in the fourth quarter valued at about $36,000. Fairway Wealth LLC increased its stake in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management acquired a new position in Microsoft in the fourth quarter worth about $44,000. Institutional investors own 71.13% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its first in-house cybersecurity AI model, MAI-Cyber-1-Flash, along with Project Perception, an agentic platform designed to detect and respond to AI-powered attacks. The products could strengthen Microsoft’s enterprise security position and create additional demand for Azure and security services. Microsoft launches AI cybersecurity model and defense platform
• Positive Sentiment: Analysts remained bullish ahead of earnings. Citizens JMP reaffirmed a Market Outperform rating with a $550 target, while Piper Sandler maintained an Overweight rating and a $540 target—well above Microsoft’s recent trading range. Microsoft stock moves higher
• Positive Sentiment: Microsoft’s expanding partnerships and integrations across Azure, Dynamics 365 and Microsoft 365 Copilot support the argument that its broad enterprise ecosystem can monetize AI spending over time. Morgan Stanley estimates major technology companies could achieve 25%–50% returns on AI investments. AI capital expenditure plans

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock valued at $10,508,361 over the last ninety days. 0.03% of the stock is owned by insiders.

Microsoft Stock Up 1.1%

NASDAQ MSFT opened at $393.35 on Wednesday. The stock's 50 day simple moving average is $397.04 and its 200 day simple moving average is $406.36. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The firm has a market cap of $2.92 trillion, a PE ratio of 23.41, a price-to-earnings-growth ratio of 1.19 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business's revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.46 EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Rothschild & Co Redburn lowered their price objective on Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research note on Thursday, April 23rd. HSBC decreased their price target on Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. DA Davidson reiterated a "buy" rating and set a $550.00 price objective on shares of Microsoft in a research note on Monday, July 6th. Dbs Bank cut their price objective on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Finally, Scotiabank upgraded shares of Microsoft from an "outperform" rating to an "outperform" rating in a research note on Monday, July 6th. Forty-two investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $554.73.

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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