Spinnaker Investment Group LLC Sells 9,263 Shares of Microsoft Corporation $MSFT

Key Points

• Spinnaker Investment Group cut its Microsoft stake by 14.2%, selling 9,263 shares in Q4 and now holds 55,858 shares worth $27.01M, about 4.9% of its portfolio (its 7th largest position).
• Several analysts have lowered price targets (e.g., Deutsche Bank to $575, HSBC to $588, JPMorgan to $550), but the MarketBeat consensus remains a Moderate Buy with an average target of $588.97.
• Insider activity and company developments: Director John W. Stanton bought 5,000 shares at $397.35 while EVP Kathleen Hogan sold 12,321 shares at $409.52; Microsoft also rolled out AI upgrades and a ~$1B Thailand cloud investment but faces a UK antitrust probe and recent steep quarterly share weakness.

Spinnaker Investment Group LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 55,858 shares of the software giant's stock after selling 9,263 shares during the quarter. Microsoft makes up approximately 4.9% of Spinnaker Investment Group LLC's portfolio, making the stock its 7th biggest position. Spinnaker Investment Group LLC's holdings in Microsoft were worth $27,014,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp boosted its position in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its position in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its stake in Microsoft by 410.4% in 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 last quarter. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on MSFT shares. Deutsche Bank Aktiengesellschaft cut their target price on shares of Microsoft from $630.00 to $575.00 and set a "buy" rating on the stock in a report on Thursday, January 29th. HSBC lowered their price objective on shares of Microsoft from $667.00 to $588.00 and set a "buy" rating on the stock in a research report on Thursday, January 29th. Cantor Fitzgerald restated an "overweight" rating and issued a $590.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. JPMorgan Chase & Co. reduced their target price on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, Evercore decreased their target price on shares of Microsoft from $640.00 to $580.00 and set an "outperform" rating for the company in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $588.97.

Insider Activity at Microsoft

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

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft rolled out AI upgrades including Copilot Cowork (task execution across Microsoft 365) — a product catalyst that could accelerate enterprise adoption of paid Copilot features and support cloud consumption. Microsoft unveils AI upgrades, rolls out Copilot Cowork
• Positive Sentiment: Microsoft committed ~$1 billion to expand cloud and AI infrastructure in Thailand — a multi‑year capex program that boosts Azure footprint and long‑term revenue opportunity in Southeast Asia. Microsoft plans $1 billion investment in Thailand
• Positive Sentiment: Bridgewater/Ray Dalio lists Microsoft among top buys — public endorsements and large institutional stakes (mentioned in coverage) can support demand at beaten-down prices. 5 Best Stocks to Buy According to Billionaire Ray Dalio
• Neutral Sentiment: Bank/analyst discussions (BofA notes) highlight investor feedback on market share dynamics with CoreWeave and valuation — informative for how investors are re‑setting MSFT’s AI infrastructure positioning. BofA highlights investor feedback on Microsoft/CoreWeave
• Neutral Sentiment: Partner ecosystem updates (IGEL, Centrilogic, others) extend Windows 365/Azure adoption in verticals — steady commercial traction but limited immediate revenue surprise. IGEL releases joint reference architectures with Microsoft
• Negative Sentiment: UK competition regulator (CMA) opened a probe into Microsoft’s business‑software ecosystem and cloud licensing practices — increases regulatory risk, potential remediation costs or forced commercial changes in a key market. UK to launch antitrust probe into Microsoft's business software
• Negative Sentiment: Market headlines flagged Microsoft’s steep quarterly selloff and investor anxiety over AI ROI and Copilot monetization — coverage calls it the worst quarterly drop since 2008, which amplifies sentiment‑driven selling pressure. Microsoft closes worst quarter on Wall Street since 2008
• Negative Sentiment: Several shops have cut ratings or flagged valuation compression as FY26 capex and margin pressure are re‑priced into shares — analyst downgrades contribute to near‑term downside risk. ExxonMobil Upgraded, Microsoft Downgraded

Microsoft Stock Up 3.1%

Shares of Microsoft stock opened at $370.17 on Wednesday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a market cap of $2.75 trillion, a P/E ratio of 23.15, a PEG ratio of 1.36 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm has a fifty day moving average of $405.66 and a two-hundred day moving average of $465.22.

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

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. 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 payout ratio is currently 22.76%.

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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