Wilkerson Advisory Group LLC Sells 1,115 Shares of Microsoft Corporation $MSFT

Key Points

• Wilkerson Advisory Group cut its Microsoft position by 18% in the first quarter, selling 1,115 shares and retaining 5,065 shares valued at approximately $1.88 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported stronger-than-expected quarterly results, with earnings of $4.74 per share and revenue of $90.01 billion, up 17.7% year over year. The company also announced a quarterly dividend of $0.91 per share, representing a 0.7% yield.
• Insiders have been selling shares: CEO Judson Althoff and EVP Takeshi Numoto sold approximately $4.9 million and $2.4 million worth of stock, respectively. Despite the selling, analysts maintain a “Moderate Buy” consensus with an average price target of $558.87.

Wilkerson Advisory Group LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 18.0% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,065 shares of the software giant's stock after selling 1,115 shares during the quarter. Microsoft makes up 0.6% of Wilkerson Advisory Group LLC's holdings, making the stock its 29th largest holding. Wilkerson Advisory Group LLC's holdings in Microsoft were worth $1,875,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of MSFT. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC grew its holdings in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after buying an additional 20 shares in the last quarter. Fischer Investment Strategies LLC raised its position in shares of Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after buying an additional 21 shares during the last quarter. Pollock Investment Advisors LLC lifted its holdings in shares of Microsoft by 0.8% in the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after buying an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC boosted its position in shares of Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock worth $1,740,000 after acquiring an additional 21 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity

In other news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction dated 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 completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 38,572 shares of company stock valued at $17,775,330. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Up 2.5%

Shares of MSFT stock opened at $499.86 on Friday. The company has a market cap of $3.71 trillion, a PE ratio of 27.83, a price-to-earnings-growth ratio of 1.57 and a beta of 1.11. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock's 50 day simple moving average is $403.86 and its two-hundred day simple moving average is $406.31. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.65 EPS. Research analysts predict that Microsoft Corporation will post 19.56 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft's payout ratio is 20.27%.

Wall Street Analyst Weigh In

Several analysts have commented on MSFT shares. HSBC decreased their price target on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. China Renaissance decreased their target price on Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a research report on Monday, May 4th. Wedbush reissued an "outperform" rating and set a $575.00 price target on shares of Microsoft in a research note on Wednesday, May 13th. President Capital raised their price target on Microsoft from $500.00 to $520.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Finally, Raymond James Financial cut Microsoft from a "market perform" rating to a "market perform" rating in a report on Tuesday, May 5th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $558.87.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI growth are the main catalysts. Azure revenue surpassed $100 billion for fiscal 2026, while fourth-quarter cloud revenue increased 43%. Microsoft also exceeded quarterly revenue and earnings expectations, supporting optimism that AI demand is translating into recurring cloud and enterprise revenue. Microsoft Azure Fiscal 2026 Sales Exceed $100B
• Positive Sentiment: Microsoft is expanding its AI infrastructure footprint in India. The company opened its largest Indian data-center hub in Hyderabad and signed early customers including Adani Group and HDFC Bank. Microsoft has committed approximately $20.5 billion to its Indian operations, positioning Azure for growth in a large and rapidly developing market. Microsoft Opens Its Largest India Data Center Hub
• Positive Sentiment: Wall Street remains constructive. Analysts have raised price targets, including Tigress Financial’s $690 target, citing durable AI and cloud growth. Microsoft’s strong balance sheet, recurring software revenue and approximately $0.91 quarterly dividend also provide support for the long-term investment case. Tigress Raises Microsoft Price Target
• Neutral Sentiment: OpenAI is a significant growth engine but also a concentration risk. Reports estimate that OpenAI may account for roughly 70% of Microsoft’s AI revenue. The relationship boosts near-term demand, but reliance on one partner could increase volatility if economics, technology preferences or customer concentration change. OpenAI May Account for 70 Percent of Microsoft AI Revenue
• Negative Sentiment: Insider selling and legal notices may temper sentiment. CEO Judson Althoff sold 10,000 shares worth about $4.9 million, following EVP Takeshi Numoto’s sale of approximately $2.4 million. Multiple law firms are also promoting a securities class action with an August 11 lead-plaintiff deadline. These items do not establish wrongdoing, but they can add near-term headline pressure.
• Negative Sentiment: AI investment is increasing execution and margin risks. Large data-center commitments and infrastructure spending are necessary to support demand, but could pressure free cash flow and margins if capacity is built ahead of revenue or component shortages delay deployments. Microsoft’s valuation also leaves less room for disappointment after its sharp rally.

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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