Petros Family Wealth LLC Has $3.59 Million Position in Microsoft Corporation $MSFT

Key Points

• Petros Family Wealth LLC reduced its Microsoft stake by 11.7% in the first quarter, selling 1,280 shares and ending with 9,703 shares valued at about $3.59 million. Microsoft remains its 7th-largest holding and makes up roughly 2.6% of the portfolio.
• Microsoft continues to draw bullish attention for its AI and Azure growth story, with analysts and recent market commentary pointing to enterprise AI adoption, strong cloud demand, and the company’s ability to turn AI spending into longer-term revenue growth.
• The stock remains supported by solid fundamentals and shareholder returns: Microsoft beat its latest quarterly EPS and revenue estimates, and it recently declared a quarterly dividend of $0.91 per share payable in September.

Petros Family Wealth LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,703 shares of the software giant's stock after selling 1,280 shares during the quarter. Microsoft comprises approximately 2.6% of Petros Family Wealth LLC's portfolio, making the stock its 7th biggest position. Petros Family Wealth LLC's holdings in Microsoft were worth $3,592,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Taylor Securities Services Inc. purchased a new position in shares of Microsoft during the 4th quarter worth $2,616,000. PMG Family Office LLC purchased a new stake in shares of Microsoft in the 3rd quarter worth $828,000. Werba Rubin Papier Wealth Management increased its stake in shares of Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after purchasing an additional 1,698 shares in the last quarter. SG Americas Securities LLC raised its holdings in Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant's stock worth $3,262,509,000 after purchasing an additional 6,468,645 shares during the period. Finally, World Investment Advisors lifted its position in Microsoft by 22.1% during the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant's stock valued at $131,750,000 after purchasing an additional 49,371 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several recent articles highlighted Microsoft’s AI strategy as a growth driver, including comments from CEO Satya Nadella about “the next massive AI trade” and enterprise customers integrating more partner AI tools into Microsoft’s ecosystem. Article Title
• Positive Sentiment: Analyst commentary remained constructive ahead of Microsoft’s late-July earnings report, with bullish notes pointing to strong Azure growth, large commercial backlog, and expectations that AI spending can support longer-term revenue growth. Article Title
• Positive Sentiment: Multiple market write-ups argued Microsoft may be undervalued after this year’s pullback, with some firms seeing meaningful upside if the company converts AI and Azure demand into earnings growth. Article Title
• Neutral Sentiment: Microsoft continues to draw long-term investor support from institutional buying, government contract wins, and favorable analyst ratings, which helps reinforce confidence but is not a fresh catalyst by itself. Article Title
• Negative Sentiment: Shares are also being weighed by class-action lawsuit headlines tied to alleged Copilot-related misrepresentations and securities fraud claims, which add legal overhang and headline risk for investors. Article Title
• Negative Sentiment: Investor concern also remains centered on Microsoft’s heavy AI capital spending and environmental impact, with some commentary questioning whether rising capex and emissions can eventually pressure margins or sentiment. Article Title

Microsoft Price Performance

NASDAQ:MSFT opened at $390.99 on Tuesday. The business's 50-day moving average is $401.99 and its 200 day moving average is $413.41. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The company has a market capitalization of $2.90 trillion, a P/E ratio of 23.27, a P/E/G ratio of 1.21 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for 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 company's revenue 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. On average, equities research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th 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, August 20th. Microsoft's payout ratio is currently 21.67%.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on MSFT shares. Arete Research boosted their price target on Microsoft from $730.00 to $870.00 and gave the company a "buy" rating in a report on Tuesday, May 5th. Phillip Securities raised Microsoft to a "buy" rating and set a $485.00 price objective on the stock in a research note on Wednesday, May 13th. Guggenheim reaffirmed a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. TD Cowen reiterated a "buy" rating and set a $540.00 price objective on shares of Microsoft in a research note on Thursday, June 4th. Finally, Dbs Bank reduced their target price on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Forty-one equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $559.84.

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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