TrueWealth Financial Partners Sells 6,491 Shares of Microsoft Corporation $MSFT

Key Points

• TrueWealth Financial Partners sharply reduced its Microsoft stake in the fourth quarter, selling 6,491 shares and cutting its position by 93.5% to 453 shares worth about $219,000.
• Microsoft’s recent financial results were strong, with quarterly EPS of $4.27 beating estimates and revenue of $82.89 billion topping expectations, while revenue rose 18.3% year over year.
• Analysts remain broadly positive on MSFT, with 41 Buy ratings and a consensus “Moderate Buy” rating; the average price target is $561.20, supported by ongoing optimism around Microsoft’s AI strategy and growth prospects.

TrueWealth Financial Partners lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 93.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 453 shares of the software giant's stock after selling 6,491 shares during the quarter. TrueWealth Financial Partners' holdings in Microsoft were worth $219,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft during the fourth quarter valued at $34,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. Sellwood Investment Partners LLC bought a new stake in Microsoft during the third quarter valued at $49,000. Finally, University of Illinois Foundation bought a new stake in Microsoft during the second quarter valued at $50,000. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.2%

MSFT opened at $428.05 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. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.18 trillion, a PE ratio of 25.48, a P/E/G ratio of 1.54 and a beta of 1.11. The company's 50-day moving average is $406.72 and its 200 day moving average is $432.18.

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

Microsoft Dividend Announcement

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 $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio is currently 21.67%.

Insider Transactions at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the company's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The stock was 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 owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% 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.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on MSFT shares. President Capital upped their price objective on shares of Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a report on Thursday, April 30th. UBS Group reiterated a "buy" rating on shares of Microsoft in a report on Friday, April 24th. The Goldman Sachs Group reiterated a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Guggenheim reiterated a "buy" rating and set a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Finally, Truist Financial dropped their price objective on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Forty-one analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $561.20.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft used Build 2026 to unveil new in-house AI models, agent tools, Windows upgrades, and quantum computing progress, reinforcing its long-term AI growth story and reducing reliance on OpenAI. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Jefferies and other Wall Street commentators praised Microsoft’s model-agnostic enterprise AI strategy, saying its platform, governance tools, and Azure ecosystem position it well in the enterprise AI race. Microsoft's model-agnostic AI strategy earns praise from Jefferies
• Positive Sentiment: Analysts reiterated bullish views and price targets, including TD Cowen’s reaffirmed Buy rating, which supports the view that MSFT still has meaningful upside if AI revenue keeps scaling. Microsoft reiterated buy rating and price target
• Positive Sentiment: Microsoft’s AI revenue run rate reportedly crossed $37 billion, and multiple reports highlighted strong Azure and Copilot demand, suggesting monetization is accelerating. Microsoft's AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Neutral Sentiment: Microsoft’s Q3 results beat estimates on both revenue and EPS, but some coverage said the stock still fell after the report because investors remain cautious about how much AI spending will pressure margins. Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats
• Neutral Sentiment: Microsoft’s new healthcare AI partnership with Mayo Clinic and other collaborations broaden the AI story, but they are still early-stage and not yet major financial drivers. Microsoft Bets Big On Healthcare AI, Teams Up With Mayo Clinic
• Negative Sentiment: Judson Althoff sold 15,500 shares, which can create short-term concern even though the sale was modest relative to his remaining stake. Microsoft NASDAQ: MSFT CEO Sells $7,145,345.00 in Stock
• Negative Sentiment: Several articles noted lingering worries about heavy AI capex, OpenAI relationship strain, and pricing pressure in GitHub Copilot, which could weigh on sentiment if investors question the payoff from Microsoft’s spending spree. GitHub Copilot users get a rude awakening as new AI pricing goes into effect

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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