Tiemann Investment Advisors LLC Sells 2,023 Shares of Microsoft Corporation $MSFT

Key Points

• Tiemann Investment Advisors trimmed its Microsoft position by 7.4% in the fourth quarter, selling 2,023 shares and leaving it with 25,349 shares valued at about $12.26 million.
• Microsoft’s latest earnings beat expectations, with EPS of $4.27 versus $4.06 forecast and revenue of $82.89 billion, up 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, payable September 10, while analysts remain broadly positive with a consensus Moderate Buy rating and a $561.20 price target.

Tiemann Investment Advisors LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,349 shares of the software giant's stock after selling 2,023 shares during the period. Microsoft makes up 4.8% of Tiemann Investment Advisors LLC's holdings, making the stock its 4th biggest holding. Tiemann Investment Advisors LLC's holdings in Microsoft were worth $12,259,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Allianz SE lifted its holdings in Microsoft by 0.7% in the fourth quarter. Allianz SE now owns 323,841 shares of the software giant's stock valued at $156,616,000 after buying an additional 2,325 shares during the period. Summit Financial LLC increased its stake in Microsoft by 1.7% in the fourth quarter. Summit Financial LLC now owns 221,500 shares of the software giant's stock valued at $107,122,000 after purchasing an additional 3,804 shares in the last quarter. SVRN Asset Management LLC bought a new stake in Microsoft in the fourth quarter valued at $1,147,000. Westchester Capital Management Inc. increased its stake in Microsoft by 1.8% in the fourth quarter. Westchester Capital Management Inc. now owns 72,591 shares of the software giant's stock valued at $35,106,000 after purchasing an additional 1,268 shares in the last quarter. Finally, M1 Capital Management LLC increased its stake in Microsoft by 4.5% in the fourth quarter. M1 Capital Management LLC now owns 4,982 shares of the software giant's stock valued at $2,409,000 after purchasing an additional 214 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 over the last three months. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.1%

NASDAQ:MSFT opened at $390.74 on Friday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The firm has a 50-day moving average of $411.08 and a 200-day moving average of $428.95. The company has a market cap of $2.90 trillion, a PE ratio of 23.26, a PEG ratio of 1.41 and a beta of 1.11. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm's revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the previous year, the firm posted $3.46 earnings per share. As a group, equities research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. Microsoft's payout ratio is presently 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Wall Street Analyst Weigh In

Several research firms have weighed in on MSFT. Robert W. Baird decreased their price target on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research note on Wednesday, April 15th. Royal Bank Of Canada reaffirmed a "buy" rating on shares of Microsoft in a research note on Friday, May 22nd. Benchmark reaffirmed a "buy" rating and issued a $525.00 price target (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Barclays reaffirmed an "overweight" rating on shares of Microsoft in a research note on Wednesday, June 3rd. Finally, HSBC decreased their price target on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $561.20.

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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