New Age Alpha Advisors LLC Sells 44,740 Shares of Microsoft Corporation $MSFT

Key Points

• New Age Alpha Advisors LLC cut its Microsoft stake by 26.5% in the fourth quarter, selling 44,740 shares and leaving it with 123,829 shares worth about $59.9 million.
• Microsoft continues to attract heavy institutional ownership, with major funds like Vanguard, State Street, and Geode increasing positions; overall, institutional investors and hedge funds own 71.13% of the stock.
• The company reported strong quarterly results, with EPS of $4.27 beating estimates and revenue rising 18.3% year over year, while analysts still largely rate the stock a Moderate Buy with an average price target of $561.20.

New Age Alpha Advisors LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 26.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 123,829 shares of the software giant's stock after selling 44,740 shares during the period. Microsoft comprises about 2.6% of New Age Alpha Advisors LLC's holdings, making the stock its 4th largest position. New Age Alpha Advisors LLC's holdings in Microsoft were worth $59,886,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after acquiring an additional 15,955,898 shares in the last quarter. State Street Corp boosted its stake in shares of Microsoft by 1.1% during the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock worth $148,823,341,000 after acquiring an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Microsoft by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock worth $88,714,256,000 after acquiring an additional 3,532,054 shares in the last quarter. Norges Bank bought a new stake in shares of Microsoft during the 2nd quarter worth about $50,493,678,000. Finally, Northern Trust Corp boosted its stake 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 acquiring an additional 11,600,470 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $416.67 on Monday. The business has a 50 day moving average price of $407.63 and a 200 day moving average price of $431.54. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a market cap of $3.10 trillion, a price-to-earnings ratio of 24.80, a PEG ratio of 1.50 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the company earned $3.46 EPS. The company's quarterly revenue was up 18.3% on a year-over-year basis. Research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

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

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent analyst reports. Truist Financial decreased their price target on Microsoft from $675.00 to $575.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Rothschild & Co Redburn decreased their price target on Microsoft from $450.00 to $400.00 and set a "neutral" rating for the company in a research note on Thursday, April 23rd. Wells Fargo & Company upped their price target on Microsoft from $625.00 to $650.00 and gave the stock an "overweight" rating in a research note on Monday, June 1st. Phillip Securities upgraded Microsoft to a "buy" rating and set a $485.00 price target for the company in a research note on Wednesday, May 13th. Finally, Citigroup assumed coverage on Microsoft in a research note on Monday, June 1st. They set a "market outperform" rating for the company. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $561.20.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm'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 value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build 2026 announcements and related coverage continued to reinforce the company’s AI growth story, including new in-house models, agent tools, Windows upgrades, and enterprise AI infrastructure that could deepen its competitive position. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Multiple articles highlighted Microsoft’s AI revenue run rate crossing $37 billion, suggesting strong monetization from Azure, Copilot, and enterprise AI offerings. Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Positive Sentiment: Wall Street sentiment remains supportive, with TD Cowen reiterating a buy rating and a $540 target, while other analysts and investors continue to frame Microsoft as a durable long-term AI and cloud leader. The Market Is Undervaluing Microsoft, Says Analyst
• Positive Sentiment: Bill Ackman’s bullish comments comparing Microsoft, Meta, and Amazon to long-term compounding opportunities also added to the constructive investment narrative around MSFT. Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett's Berkshire Hathaway 25 Years Ago
• Neutral Sentiment: Microsoft announced Reid Hoffman will leave its board after nearly a decade; the move appears planned, though it removes a board member closely associated with the LinkedIn/OpenAI relationship. LinkedIn co-founder Reid Hoffman to step down from Microsoft's board
• Neutral Sentiment: Microsoft is also attracting attention for broader AI ecosystem developments, including fusion power support from Helion and network-security integration for AI agents, which are positive long-term but not immediate stock catalysts. Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
• Negative Sentiment: Several pieces flagged technical weakness in Microsoft’s chart and said the stock’s recent rejection at resistance could weigh on the broader software trade. Microsoft Stock Charts Look Vulnerable. Software Stocks Could Follow.
• Negative Sentiment: Commentary around Satya Nadella rebuking an internal “make people addicted” AI memo and renewed concern over Microsoft’s relationship with OpenAI may be creating some short-term reputational and partnership noise. Reid Hoffman to Leave Microsoft's Board of Directors

About Microsoft

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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