Penbrook Management LLC Sells 1,555 Shares of Microsoft Corporation $MSFT

Key Points

• Penbrook Management LLC reduced its Microsoft stake by 6.4%, selling 1,555 shares in Q4 and now holds 22,750 shares worth about $11.0 million, making MSFT its third-largest position at 7.6% of holdings.
• Microsoft beat quarterly expectations with $4.14 EPS and $81.27 billion in revenue (up 16.7% YoY), has a $2.84 trillion market cap, and recently declared a $0.91 quarterly dividend (1.0% yield).
• Insider activity was mixed—EVP Kathleen Hogan sold 12,321 shares while a director bought 5,000—and institutional investors own roughly 71.13% of MSFT; analysts' consensus is a "Moderate Buy" with a $591.87 price target amid varied near-term sentiment.

Penbrook Management LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,750 shares of the software giant's stock after selling 1,555 shares during the quarter. Microsoft accounts for 7.6% of Penbrook Management LLC's holdings, making the stock its 3rd largest position. Penbrook Management LLC's holdings in Microsoft were worth $11,002,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Lpwm LLC grew its stake in shares of Microsoft by 35.5% during the 4th quarter. Lpwm LLC now owns 1,775 shares of the software giant's stock worth $858,000 after purchasing an additional 465 shares during the period. Fulcrum Equity Management increased its holdings in shares of Microsoft by 272.4% during the 4th quarter. Fulcrum Equity Management now owns 3,568 shares of the software giant's stock valued at $1,726,000 after purchasing an additional 2,610 shares in the last quarter. OMC Financial Services LTD lifted its stake in shares of Microsoft by 0.9% in the 4th quarter. OMC Financial Services LTD now owns 24,334 shares of the software giant's stock valued at $11,768,000 after purchasing an additional 222 shares during the period. Attessa Capital LLC boosted its holdings in Microsoft by 20.0% during the fourth quarter. Attessa Capital LLC now owns 511 shares of the software giant's stock worth $247,000 after buying an additional 85 shares in the last quarter. Finally, Doliver Advisors LP boosted its holdings in Microsoft by 30.8% during the fourth quarter. Doliver Advisors LP now owns 6,815 shares of the software giant's stock worth $3,296,000 after buying an additional 1,603 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Evercore flags upside to Azure revenue and highlights monetization levers (365 E7, Copilot pricing) that could lift cloud revenue and margins if adoption accelerates. Evercore highlights potential upside to Microsoft's Azure revenue, discusses 365 E7, Copilot
• Positive Sentiment: Microsoft hired top AI researchers (Ali Farhadi, Hanna Hajishirzi, Ranjay Krishna) into Mustafa Suleyman’s team — a clear signal the company is doubling down on advanced AI R&D that could sustain long‑term product leadership. Microsoft hires former Ai2 CEO Ali Farhadi and key researchers for Suleyman's AI team
• Positive Sentiment: Microsoft-backed Lace raised $40M to advance helium atom-beam lithography — a potential long-term strategic edge in chip tooling and supply for AI infrastructure. This is a small but strategic bet on semiconductor innovation that complements Azure/NV investment. Microsoft-backed startup raises $40 million for advanced chipmaking equipment tech
• Positive Sentiment: Microsoft is expanding AI-security and automation partnerships across Azure and Copilot workflows (Accenture, UiPath, others), which supports enterprise stickiness and cross-sell opportunities. Microsoft’s Expanding AI Security Partnerships Deepen Azure And Copilot Workflows
• Neutral Sentiment: Active ETFs and some dividend/AI ETFs continue to hold MSFT as a core position, providing steady institutional demand but not a near‑term catalyst. Active ETFs Surge Past Passive, and These Are in the Lead
• Neutral Sentiment: Specialized YieldMax ETFs that reference Microsoft carry embedded VIX/option risks — relevant to ETF holders but not a direct MSFT-company operational issue. YieldMax ETFs Tied to Berkshire and Microsoft Carry a Hidden ‘Vix Risk’ Most Holders Never See
• Negative Sentiment: Analysts warn the Copilot reorganization is a red flag — consolidation of teams and tighter gating of premium Copilot features raises short‑term execution risk and questions about monetization speed. Reorganization suggests Microsoft issues are mounting, analyst says
• Negative Sentiment: Melius Research reiterated concerns calling the Copilot shake‑up a “red flag,” contributing to cautious sentiment and pressuring the stock amid an already weak YTD performance. Melius analyst: Microsoft's Copilot reorganization is a ‘red flag'
• Negative Sentiment: Broader tech/headline pressure (shares of MSFT, NVDA, MU moved sharply in recent sessions) and Windows emergency‑update reports add short‑term volatility risk as investors reassess AI capex and monetization timelines. Microsoft (MSFT), Nvidia (NVDA), and Micron (MU) Crash 10% Collectively. What is Going on?

Microsoft Stock Up 0.3%

MSFT stock opened at $383.04 on Tuesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The firm has a 50-day simple moving average of $416.96 and a 200-day simple moving average of $470.91. The stock has a market capitalization of $2.84 trillion, a P/E ratio of 23.95, a P/E/G ratio of 1.49 and a beta of 1.10.

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

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is 22.76%.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent analyst reports. Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a report on Thursday, March 5th. Citigroup lowered their target price on shares of Microsoft from $660.00 to $635.00 and set a "buy" rating on the stock in a research note on Thursday, January 29th. Mizuho dropped their target price on Microsoft from $640.00 to $620.00 and set an "outperform" rating on the stock in a research report on Wednesday, January 21st. KeyCorp cut their price target on Microsoft from $630.00 to $600.00 and set an "overweight" rating for the company in a research note on Thursday, January 29th. Finally, Scotiabank reduced their price target on Microsoft from $650.00 to $600.00 and set a "sector outperform" rating for the company in a report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $591.87.

Insider Buying and Selling

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton acquired 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.03% of the company's stock.

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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