Warren Street Wealth Advisors LLC Decreases Stake in Microsoft Corporation $MSFT

Key Points

• Warren Street Wealth Advisors cut its Microsoft stake by 17.6% in the second quarter, selling 1,484 shares and retaining 6,969 shares valued at approximately $2.6 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst expectations, while revenue increased 17.7% year over year. The company also raised its quarterly dividend from $0.91 to $0.98 per share.
• Despite insider selling totaling 143,009 shares over the past three months, analysts remain broadly bullish: 42 rate Microsoft a Buy and five rate it a Hold, producing a consensus “Moderate Buy” rating and an average price target of $564.27.

Warren Street Wealth Advisors LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,969 shares of the software giant's stock after selling 1,484 shares during the period. Microsoft accounts for approximately 0.6% of Warren Street Wealth Advisors LLC's portfolio, making the stock its 23rd largest position. Warren Street Wealth Advisors LLC's holdings in Microsoft were worth $2,600,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of MSFT. Partners in Financial Planning raised its position in shares of Microsoft by 0.9% during the 4th quarter. Partners in Financial Planning now owns 2,593 shares of the software giant's stock worth $1,254,000 after acquiring an additional 24 shares in the last quarter. FWG Holdings LLC raised its holdings in Microsoft by 0.3% during the fourth quarter. FWG Holdings LLC now owns 8,368 shares of the software giant's stock worth $4,047,000 after purchasing an additional 24 shares in the last quarter. Skylands Capital LLC raised its stake in Microsoft by 4.0% during the 4th quarter. Skylands Capital LLC now owns 645 shares of the software giant's stock worth $312,000 after acquiring an additional 25 shares in the last quarter. Friedenthal Financial lifted its position in Microsoft by 6.2% in the first quarter. Friedenthal Financial now owns 431 shares of the software giant's stock valued at $160,000 after acquiring an additional 25 shares during the last quarter. Finally, Sequent Planning LLC boosted its stake in Microsoft by 0.7% in the first quarter. Sequent Planning LLC now owns 3,733 shares of the software giant's stock valued at $1,382,000 after acquiring an additional 25 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure and AI businesses remain the primary bullish catalysts. Analysts point to accelerating cloud growth, broad enterprise adoption and Microsoft’s distribution advantage through Azure, Microsoft 365 and Copilot. These Magnificent Seven Members Still Look Cheap
• Positive Sentiment: Causaly expanded its collaboration with Microsoft, making its agentic scientific-research tools available within Microsoft Copilot, Microsoft 365 and Teams. The deal supports Microsoft’s strategy of adding specialized AI workflows to its enterprise software ecosystem. Causaly is Now Available in Microsoft Copilot
• Positive Sentiment: Microsoft’s 8% quarterly dividend increase reinforces its strong cash generation and provides shareholder support, although the company continues to invest heavily in cloud and AI infrastructure. Microsoft Slips as Its Quarterly Dividend Climbs 8%
• Neutral Sentiment: Microsoft AI chief Mustafa Suleyman called recent reports of concerning model behavior at OpenAI a “serious situation” and emphasized the need for controllable, human-aligned AI. The comments highlight Microsoft’s safety focus but also underscore reputational and product-liability risks across the sector. OpenAI's latest AI revelation is a serious situation
• Negative Sentiment: Unsealed filings reportedly include Microsoft and OpenAI employees’ concerns that AI training on millions of news articles could amount to the “largest theft of labor in human history.” The disclosures may weaken the companies’ fair-use defense and increase potential litigation, licensing and regulatory costs. OpenAI, Microsoft executives' quotes on AI training threaten copyright defense
• Negative Sentiment: Reports of insider selling added to near-term sentiment pressure, while Microsoft faces competitive challenges from Salesforce’s AIforce and ongoing debate over whether its substantial AI spending will generate adequate returns. Microsoft Trading Down After Insider Selling

Insider Buying and Selling

In other Microsoft news, EVP Amy Hood sold 41,674 shares of the firm's stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the transaction, the executive vice president owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of research analyst reports. DA Davidson reiterated a "buy" rating and set a $550.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Bank of America raised their price target on Microsoft from $500.00 to $600.00 and gave the stock a "buy" rating in a research note on Tuesday, September 1st. UBS Group set a $525.00 price objective on Microsoft in a research note on Thursday, July 30th. The Goldman Sachs Group reissued a "buy" rating and issued a $640.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Finally, Cantor Fitzgerald upped their price target on shares of Microsoft from $502.00 to $522.00 and gave the company an "overweight" rating in a research report on Monday, July 27th. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $564.27.

Microsoft Price Performance

Microsoft stock opened at $493.78 on Monday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm has a market capitalization of $3.67 trillion, a price-to-earnings ratio of 27.49, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11. The stock's fifty day moving average is $466.97 and its two-hundred day moving average is $422.94. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the company posted $3.65 EPS. The business's revenue was up 17.7% on a year-over-year basis. Analysts predict that Microsoft Corporation will post 19.61 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is a boost from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. Microsoft's payout ratio is currently 21.83%.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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