Pure Financial Advisors LLC Cuts Stake in Microsoft Corporation $MSFT

Key Points

• Pure Financial Advisors LLC reduced its Microsoft stake by 3.5% in the fourth quarter, selling 2,811 shares and leaving it with 77,205 shares valued at about $37.3 million.
• Microsoft recently reported better-than-expected quarterly results, posting EPS of $4.27 on revenue of $82.89 billion, with revenue up 18.3% year over year.
• The company also declared a quarterly dividend of $0.91 per share and continues to receive broadly positive analyst coverage, with a consensus rating of Moderate Buy and a price target of $561.20.

Pure Financial Advisors LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 77,205 shares of the software giant's stock after selling 2,811 shares during the period. Microsoft comprises approximately 0.6% of Pure Financial Advisors LLC's holdings, making the stock its 28th largest holding. Pure Financial Advisors LLC's holdings in Microsoft were worth $37,338,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in MSFT. WFA Asset Management Corp increased its stake in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. increased its stake in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its stake in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the firm'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 completion of the transaction, the executive vice president owned 46,003 shares of the company's stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 29,083 shares of company stock valued at $12,710,152 over the last 90 days. Insiders own 0.03% of the company's stock.

Microsoft Stock Down 3.2%

Shares of MSFT stock opened at $427.34 on Thursday. The stock's 50-day simple moving average is $405.61 and its 200-day simple moving average is $432.76. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market capitalization of $3.17 trillion, a PE ratio of 25.44, a P/E/G ratio of 1.59 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period in the prior year, the company earned $3.46 earnings per share. Equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced 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 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is 21.67%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on MSFT. Piper Sandler restated an "overweight" rating on shares of Microsoft in a research note on Tuesday, May 26th. Citizens Jmp assumed coverage on Microsoft in a research note on Monday. They set an "outperform" rating and a $550.00 price target on the stock. Sanford C. Bernstein raised their price objective on Microsoft from $641.00 to $646.00 and gave the company an "outperform" rating in a research report on Thursday, April 30th. New Street Research dropped their price objective on Microsoft from $675.00 to $600.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. Finally, Melius Research set a $430.00 price objective on Microsoft in a research report on Monday, February 9th. Forty equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $561.20.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
• Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
• Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
• Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
• Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
• Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

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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