Petredis Investment Advisors LLC Sells 1,594 Shares of Microsoft Corporation $MSFT

Key Points

• Petredis Investment Advisors LLC trimmed its stake in Microsoft by 1.3%, selling 1,594 shares and leaving it with 123,631 shares valued at about $59.79 million (≈4.7% of the firm's portfolio), making MSFT its fourth-largest holding.
• Microsoft beat quarterly estimates, reporting $4.14 EPS (vs. $3.86 est.) and $81.27 billion revenue (+16.7% YoY), and announced a quarterly dividend of $0.91 ($3.64 annual, ex-dividend May 21) with a 1.0% yield.
• Institutional investors own roughly 71.13% of MSFT, with large positions added by Vanguard, UBS and Norges Bank; analysts’ consensus is a "Moderate Buy" with an average target near $589 and the company valued at about $2.77 trillion.

Petredis Investment Advisors LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 123,631 shares of the software giant's stock after selling 1,594 shares during the period. Microsoft accounts for approximately 4.7% of Petredis Investment Advisors LLC's portfolio, making the stock its 4th biggest holding. Petredis Investment Advisors LLC's holdings in Microsoft were worth $59,790,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in MSFT. Norges Bank acquired a new position in Microsoft during the second quarter worth approximately $50,493,678,000. Nuveen LLC acquired a new position in Microsoft during the first quarter worth approximately $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Microsoft by 500.0% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock worth $30,840,432,000 after buying an additional 49,618,571 shares during the period. Laurel Wealth Advisors LLC increased its position in Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after buying an additional 29,906,791 shares during the period. Finally, Vanguard Group Inc. increased its holdings in shares of Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock valued at $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Trading Down 0.2%

Shares of MSFT stock opened at $372.88 on Tuesday. The business's fifty day moving average price is $398.81 and its 200 day moving average price is $461.32. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market capitalization of $2.77 trillion, a PE ratio of 23.32, a P/E/G ratio of 1.42 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38.

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

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio is currently 22.76%.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a report on Thursday, January 29th. HSBC dropped their target price on Microsoft from $667.00 to $588.00 and set a "buy" rating on the stock in a report on Thursday, January 29th. Evercore dropped their target price on Microsoft from $640.00 to $580.00 and set an "outperform" rating on the stock in a report on Thursday, January 29th. Guggenheim reissued a "buy" rating and issued a $586.00 target price on shares of Microsoft in a report on Thursday, January 22nd. Finally, Wall Street Zen lowered Microsoft from a "buy" rating to a "hold" rating in a report on Sunday, January 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $588.97.

Insiders Place Their Bets

In other Microsoft news, Director John W. Stanton acquired 5,000 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's 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 transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Reworked OpenAI relationship and strategic AI positioning that could accelerate MSFT’s cloud/AI roadmap — a Barron’s write-up frames the company as entering a new AI phase, supporting revenue and long-term growth expectations. Microsoft Is on a New AI Journey After Reworked OpenAI Deal
• Positive Sentiment: Strategic ESG purchase: Microsoft agreed to buy 626,000 tonnes of BECCS carbon removal credits from a Meadow Lake Tribal Council–Svante project — helps corporate net-zero profile and reduces regulatory/PR risk on climate commitments. Svante & Meadow Lake Tribal Council Partnership Agrees to Sell Microsoft 626,000 Tonnes of Carbon Removal Credits
• Positive Sentiment: Valuation/long-term buy case: Several analysts and investors highlight MSFT as attractively priced after a sizable pullback — Seeking Alpha and other outlets argue the company’s double-digit growth and margins make it a buy on the dip. Microsoft: Double-Digit Growth At A Rare Discount
• Neutral Sentiment: Comparative AI positioning: Coverage comparing Oracle vs Microsoft as AI/cloud plays underscores MSFT’s strengths but also highlights competitive dynamics and execution trade-offs — useful context but not an immediate catalyst. Oracle vs. Microsoft: Which Cloud Giant is the Better AI Play for 2026?
• Neutral Sentiment: Macro/sector flow: MSFT features in bullish ETF/QQQ narratives — institutional buying and rotation into beaten-down tech names could support shares if macro volatility subsides. 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally
• Negative Sentiment: Copilot safety/TOS headlines and security research have dented confidence — viral terms-of-service language and reports about AI-agent “trap” exploits targeting Copilot/M365 raise legal, reputational and product-risk questions. “For Entertainment Purposes Only”: Microsoft Stock NASDAQ: MSFT Slips as Copilot Warnings Emerge
• Negative Sentiment: Independent research (DeepMind framework) highlights potential ways AI agents can be weaponized, with examples noting M365 Copilot vulnerabilities — raises short-term security scrutiny and potential remediation costs. Deepmind’s ‘AI Agent Traps’ Paper Maps How Hackers Could Weaponize AI Agents Against Users
• Negative Sentiment: Geopolitical/physical-risk headlines: Iran’s IRGC threats to large AI hubs (projects backed by Microsoft/OpenAI/NVIDIA) and investor pressure over data-center water/power use add geopolitical and ESG risk layers that could increase costs or slow builds. Iran’s IRGC Targets $30 Billion Stargate Project Backed by OpenAI, Microsoft, and Nvidia Investors press Amazon, Microsoft and Google on water, power use in US data centers

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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