Microsoft Corporation $MSFT Shares Sold by Lmcg Investments LLC

Lmcg Investments LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 2.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 164,752 shares of the software giant’s stock after selling 3,795 shares during the quarter. Microsoft accounts for approximately 5.0% of Lmcg Investments LLC’s portfolio, making the stock its largest position. Lmcg Investments LLC’s holdings in Microsoft were worth $85,333,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in shares of Microsoft in the second quarter worth $50,493,678,000. Nuveen LLC purchased a new position in Microsoft in the first quarter valued at $18,733,827,000. Laurel Wealth Advisors LLC grew its stake in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares in the last quarter. Vanguard Group Inc. grew its stake in Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after purchasing an additional 13,691,572 shares in the last quarter. Finally, Northern Trust Corp increased its holdings in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on MSFT shares. Royal Bank Of Canada reissued an “outperform” rating and set a $640.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $641.00 price objective (down from $645.00) on shares of Microsoft in a research report on Thursday, January 29th. Piper Sandler restated an “overweight” rating and issued a $600.00 price objective (down from $650.00) on shares of Microsoft in a report on Thursday, January 29th. JPMorgan Chase & Co. dropped their target price on Microsoft from $575.00 to $550.00 and set an “overweight” rating on the stock in a report on Thursday, January 29th. Finally, Stifel Nicolaus reiterated a “hold” rating and issued a $392.00 price objective (down previously from $540.00) on shares of Microsoft in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average price target of $591.95.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of the stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Bullish analyst commentary and broader tech-led market lift helped push MSFT higher after last week’s sell-off; the coverage framed the pullback as a buying opportunity. Why Microsoft Stock Topped the Market Today
• Positive Sentiment: Microsoft disclosed how many paying Copilot customers it has — a concrete monetization datapoint that reassures investors about AI product revenue traction. Microsoft Finally Revealed How Many Paying Copilot Customers It Has. The Answer Was Shocking for More Reasons Than One.
• Positive Sentiment: Reports attribute part of MSFT’s gains to a key new hire meant to shore up AI efforts and execution — a governance/operational positive that calms investor nerves about execution risk. Microsoft Stock (NASDAQ:MSFT) Gains Thanks in Part to New Hire
• Positive Sentiment: Momentum at OpenAI (where Microsoft is a major backer) shows ChatGPT growth accelerating vs. Google — supportive for Microsoft’s AI strategy and Azure demand. OpenAI Intensifies Race with Google as ChatGPT Returns to Higher Growth
• Neutral Sentiment: Xbox-related reports (next Xbox reportedly a gaming PC) provided a modest product narrative boost but are unlikely to move near-term earnings materially. Microsoft Stock (MSFT) Rises Alongside Reports the Next Xbox Will Be a Gaming PC
• Neutral Sentiment: Analysis arguing AI spending looks large on paper but is manageable helped calm some fears — frames capex as an investment with long-term payback rather than an immediate cash drain. Microsoft’s AI Spend Looks Scary, Until You Run The Numbers
• Negative Sentiment: Melius Research downgraded MSFT from Buy to Hold and cut its price target, citing concerns about AI capex and growth—this is a direct bearish analyst action pressuring sentiment. Here’s Why Melius Moved to the Sidelines on Microsoft Stock (MSFT)
• Negative Sentiment: Earlier downgrades (e.g., Stifel) and commentary that MSFT’s valuation now trades below legacy peers like IBM highlight investor worries about heavy AI CapEx and near-term margin pressure. Microsoft’s stock is now cheaper than IBM’s. What that says about the AI trade.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $414.12 on Tuesday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a market capitalization of $3.08 trillion, a price-to-earnings ratio of 25.90, a PEG ratio of 1.57 and a beta of 1.08. The company has a 50-day simple moving average of $466.97 and a 200-day simple moving average of $495.42. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business’s revenue was up 16.7% on a year-over-year basis. During the same quarter last year, the company posted $3.23 earnings per share. On average, analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is presently 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).