KMG Fiduciary Partners LLC Sells 2,603 Shares of Microsoft Corporation $MSFT

KMG Fiduciary Partners LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT) by 2.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 127,557 shares of the software giant’s stock after selling 2,603 shares during the period. Microsoft comprises 4.4% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 3rd biggest holding. KMG Fiduciary Partners LLC’s holdings in Microsoft were worth $61,689,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in the stock. Longfellow Investment Management Co. LLC lifted its stake in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Bayforest Capital Ltd purchased a new stake in shares of Microsoft in the 3rd quarter valued at $38,000. LSV Asset Management purchased a new stake in shares of Microsoft in the 4th quarter valued at $44,000. Sellwood Investment Partners LLC acquired a new position in Microsoft during the 3rd quarter worth about $49,000. Finally, University of Illinois Foundation acquired a new position in Microsoft during the 2nd quarter worth about $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

NASDAQ MSFT opened at $373.46 on Friday. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market capitalization of $2.77 trillion, a PE ratio of 23.36, a price-to-earnings-growth ratio of 1.42 and a beta of 1.11. The firm has a 50 day moving average of $400.76 and a two-hundred day moving average of $462.61.

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

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is currently 22.76%.

Insiders Place Their Bets

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is owned by company insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft pledged a major strategic buildout in Japan — a $10 billion, multi‑year plan to fund AI data centers, cybersecurity and workforce training with partners including SoftBank and Sakura Internet, underpinning long‑term cloud/A.I. revenue opportunities and local partnerships. Microsoft to invest $10 billion in Japan for AI and cyber defence expansion
• Positive Sentiment: Microsoft rolled out multiple proprietary AI models and signaled it will build frontier models in‑house — a strategic shift to reduce dependence on partners and capture more of the AI stack (product control, margins and IP). This supports the long‑term AI revenue thesis. Microsoft building its own high-powered AI models as it looks to slash dependence on OpenAI
• Positive Sentiment: Management says Copilot sales targets were met after changing the go‑to‑market approach (moving to paid/subscription rather than broad bundling), a sign of product monetization gaining traction. That helps offset concerns about adoption. Microsoft hits Copilot sales goals after strategy shift – Bloomberg
• Positive Sentiment: Benchmark initiated coverage / and some street notes raised targets (coverage and a $675 price target were reported), providing analyst support that could lift sentiment if follow‑through occurs. Microsoft Charts $10 Billion of Outlays in AI-Eager Japan
• Neutral Sentiment: Microsoft announced local partnerships and community programs (e.g., Victoria University datacenter academy) that support talent pipeline and social license for datacenter expansion — constructive but longer‑dated impact. Microsoft Corp (MSFT) Partners with Victoria University on Datacenter Community Pledge
• Neutral Sentiment: Smaller ecosystem developments (Sakura Internet confirming talks, local partners’ stock moves) amplify the Japan story but are execution‑dependent; useful context for investors tracking regional rollout. SAKURA Internet Confirms Exploratory AI Cloud Collaboration Talks With Microsoft Japan
• Negative Sentiment: Recent quarterly performance and commentary have disappointed some investors — headlines describe a Q1 “slide” and the worst quarterly drop since 2008 for MSFT, feeding the narrative of short‑term weakness and valuation re‑rating. That continues to pressure the stock. After Microsoft’s Q1 Slide, Are the Bulls Still On Board?
• Negative Sentiment: Several large funds / billionaires have trimmed MSFT positions in recent 13F disclosures (D.E. Shaw, Steve Cohen, Dan Loeb), signaling some institutional profit‑taking amid concerns over cloud supply constraints and guidance — a headwind for near‑term flows. Microsoft Corporation (MSFT): Billionaire Steve Cohen Trims Position
• Negative Sentiment: Security/product risks surfaced (reports on “AI recommendation poisoning”) and ongoing execution demands for in‑house frontier models add operational risk and could temper upside if issues emerge. AI Recommendation Poisoning: Why Microsoft (NASDAQ:MSFT) Is Fighting So Hard

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. New Street Research lifted their target price on Microsoft from $670.00 to $675.00 and gave the company a “buy” rating in a research report on Tuesday, March 31st. Scotiabank reduced their price target on shares of Microsoft from $650.00 to $600.00 and set a “sector outperform” rating on the stock in a research report on Thursday, January 29th. JPMorgan Chase & Co. lowered their price objective on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 1st. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $641.00 target price (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $588.97.

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).