Patrick Mauro Investment Advisor INC. Sells 1,504 Shares of Microsoft Corporation $MSFT

Key Points

• Patrick Mauro Investment Advisor INC. reduced its Microsoft stake by 7.0%, selling 1,504 shares and now holds 19,977 shares worth $10.347 million, about 5.4% of its portfolio and its sixth-largest holding.
• Microsoft beat quarterly estimates with $4.14 EPS and revenue up 16.7%, and announced a $0.91 quarterly dividend (annualized $3.64, ~0.9% yield).
• Market backdrop is mixed: AI product launches and healthcare Copilot are potential catalysts, but concerns over AI data‑center capex, a new Authenticator vulnerability, and executive turnover have weighed on the stock; analysts hold a consensus "Moderate Buy" with a $591.95 target and institutional ownership around 71%.

Patrick Mauro Investment Advisor INC. reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,977 shares of the software giant's stock after selling 1,504 shares during the period. Microsoft accounts for approximately 5.4% of Patrick Mauro Investment Advisor INC.'s portfolio, making the stock its 6th biggest holding. Patrick Mauro Investment Advisor INC.'s holdings in Microsoft were worth $10,347,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Regal Investment Advisors LLC boosted its stake in shares of Microsoft by 2.6% during the 3rd quarter. Regal Investment Advisors LLC now owns 52,890 shares of the software giant's stock worth $27,394,000 after acquiring an additional 1,317 shares in the last quarter. Benchmark Investment Advisors LLC acquired a new position in shares of Microsoft during the 3rd quarter valued at about $5,650,000. Chesapeake Capital Corp IL bought a new position in shares of Microsoft in the 3rd quarter valued at approximately $796,000. Capital Wealth Planning LLC raised its stake in shares of Microsoft by 6.2% in the 3rd quarter. Capital Wealth Planning LLC now owns 1,434,490 shares of the software giant's stock valued at $742,994,000 after acquiring an additional 83,627 shares in the last quarter. Finally, EHP Funds Inc. acquired a new stake in Microsoft in the 3rd quarter worth approximately $2,228,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft has a near-term product catalyst: a $99/month AI tools bundle (includes Copilot capabilities) with a May 1 launch that could drive commercial adoption and recurring ARR growth. Microsoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.
• Positive Sentiment: Microsoft is expanding into healthcare AI with Copilot Health (can read medical records and provide personalized insights) and partner integrations, opening a large vertical market and cross‑sell opportunities for Azure and Copilot. Microsoft launched a new healthcare chatbot
• Positive Sentiment: Microsoft 365 E7 bundles Copilot, Anthropic’s Claude Cowork and security tools — a premium enterprise offering that can lift average revenue per user for large customers. Analysts continue to highlight AI-driven revenue upside. Microsoft’s New E7 AI Suite And Healthcare Push Shape Long-Term Outlook
• Neutral Sentiment: Xbox/product cycle news: Microsoft is advancing Project Helix (next‑gen Xbox) but prototypes won’t reach developers until 2027 — positive for long-term console moat but not an immediate revenue driver. Microsoft’s Next Xbox Moves Closer to Reality: What It Means for MSFT Stock
• Neutral Sentiment: Gaming/graphics tech progress (DirectX/advanced shader delivery with NVIDIA/Intel) reduces frictions for PC gaming and helps Xbox/Windows gaming competitiveness but is a more gradual, longer-term tailwind. DirectX Gears Up For ML Era On Windows
• Negative Sentiment: Investor concern about huge AI data‑center capex and public pushback over electricity/costs is weighing on the stock; large lease and buildouts boost growth but increase near‑term cash burn. Who is really footing the AI energy bill? Inside the debate about data center electricity costs
• Negative Sentiment: Security scare: reports of a new vulnerability in Microsoft Authenticator have spooked investors and triggered selling pressure tied to identity/security risk. New Vulnerability in Microsoft Authenticator Sends Microsoft Stock Sliding
• Negative Sentiment: Leadership change: Rajesh Jha, a long‑time head of experiences and devices (Office/Copilot products), announced retirement — creates short‑term execution/transition uncertainty. Microsoft's Rajesh Jha, head of experiences and devices unit, to retire
• Negative Sentiment: Options and flows show increased demand for downside protection (put-call skew steepening), reflecting trader caution after the pullback. Option traders moderately bearish in Microsoft with shareslittle changed

Microsoft Stock Down 1.6%

MSFT opened at $395.55 on Friday. The business has a 50 day moving average of $427.46 and a 200-day moving average of $476.21. The stock has a market capitalization of $2.94 trillion, a price-to-earnings ratio of 24.74, a P/E/G ratio of 1.57 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. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its 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. The business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft's revenue was up 16.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.23 earnings per share. As a group, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently declared 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. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction dated 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 of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on MSFT shares. Stifel Nicolaus reaffirmed a "hold" rating and set a $392.00 target price (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. BNP Paribas Exane lifted their price target on shares of Microsoft from $632.00 to $659.00 and gave the company an "outperform" rating in a research report on Tuesday, January 27th. Evercore decreased their price objective on shares of Microsoft from $640.00 to $580.00 and set an "outperform" rating for the company in a report on Thursday, January 29th. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, BMO Capital Markets dropped their target price on shares of Microsoft from $625.00 to $575.00 and set an "outperform" rating on the stock in a report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $591.95.

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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