Advisors Management Group Inc. ADV Sells 3,331 Shares of Microsoft Corporation $MSFT

Advisors Management Group Inc. ADV cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 18.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,693 shares of the software giant’s stock after selling 3,331 shares during the quarter. Microsoft makes up about 1.3% of Advisors Management Group Inc. ADV’s portfolio, making the stock its 22nd largest position. Advisors Management Group Inc. ADV’s holdings in Microsoft were worth $7,106,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC lifted its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd purchased a new stake in Microsoft during the third quarter worth about $38,000. LSV Asset Management purchased a new stake in Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC bought a new position in Microsoft during the third quarter worth about $49,000. Finally, University of Illinois Foundation bought a new position in Microsoft during the second quarter worth about $50,000. 71.13% of the stock is owned by institutional investors.

Microsoft Price Performance

NASDAQ MSFT opened at $372.88 on Tuesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a market capitalization of $2.77 trillion, a P/E ratio of 23.32, a PEG ratio of 1.42 and a beta of 1.11. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. The company has a 50-day moving average price of $398.81 and a 200-day moving average price of $461.32.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, beating the consensus estimate of $3.86 by $0.28. The firm had revenue of $81.27 billion during 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 business’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.23 EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The company 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 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is currently 22.76%.

Analysts Set New Price Targets

MSFT has been the subject of a number of analyst reports. Wells Fargo & Company cut their price objective on shares of Microsoft from $630.00 to $615.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Phillip Securities upgraded shares of Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research report on Sunday, February 1st. Evercore decreased their price target on shares of Microsoft from $640.00 to $580.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Stifel Nicolaus reissued a “hold” rating and set a $392.00 price objective (down from $540.00) on shares of Microsoft in a research note on Thursday, February 5th. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $600.00 target price (down from $650.00) on shares of Microsoft in a research note on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $588.97.

Insider Activity at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Reworked OpenAI relationship and strategic AI positioning that could accelerate MSFT’s cloud/AI roadmap — a Barron’s write-up frames the company as entering a new AI phase, supporting revenue and long-term growth expectations. Microsoft Is on a New AI Journey After Reworked OpenAI Deal
• Positive Sentiment: Strategic ESG purchase: Microsoft agreed to buy 626,000 tonnes of BECCS carbon removal credits from a Meadow Lake Tribal Council–Svante project — helps corporate net-zero profile and reduces regulatory/PR risk on climate commitments. Svante & Meadow Lake Tribal Council Partnership Agrees to Sell Microsoft 626,000 Tonnes of Carbon Removal Credits
• Positive Sentiment: Valuation/long-term buy case: Several analysts and investors highlight MSFT as attractively priced after a sizable pullback — Seeking Alpha and other outlets argue the company’s double-digit growth and margins make it a buy on the dip. Microsoft: Double-Digit Growth At A Rare Discount
• Neutral Sentiment: Comparative AI positioning: Coverage comparing Oracle vs Microsoft as AI/cloud plays underscores MSFT’s strengths but also highlights competitive dynamics and execution trade-offs — useful context but not an immediate catalyst. Oracle vs. Microsoft: Which Cloud Giant is the Better AI Play for 2026?
• Neutral Sentiment: Macro/sector flow: MSFT features in bullish ETF/QQQ narratives — institutional buying and rotation into beaten-down tech names could support shares if macro volatility subsides. 5 Reasons the Invesco QQQ ETF Could Be Headed for a Triple-Digit Rally
• Negative Sentiment: Copilot safety/TOS headlines and security research have dented confidence — viral terms-of-service language and reports about AI-agent “trap” exploits targeting Copilot/M365 raise legal, reputational and product-risk questions. “For Entertainment Purposes Only”: Microsoft Stock (NASDAQ:MSFT) Slips as Copilot Warnings Emerge
• Negative Sentiment: Independent research (DeepMind framework) highlights potential ways AI agents can be weaponized, with examples noting M365 Copilot vulnerabilities — raises short-term security scrutiny and potential remediation costs. Deepmind’s ‘AI Agent Traps’ Paper Maps How Hackers Could Weaponize AI Agents Against Users
• Negative Sentiment: Geopolitical/physical-risk headlines: Iran’s IRGC threats to large AI hubs (projects backed by Microsoft/OpenAI/NVIDIA) and investor pressure over data-center water/power use add geopolitical and ESG risk layers that could increase costs or slow builds. Iran’s IRGC Targets $30 Billion Stargate Project Backed by OpenAI, Microsoft, and Nvidia Investors press Amazon, Microsoft and Google on water, power use in US data centers

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).