AM Investment Strategies LLC Sells 1,957 Shares of Microsoft Corporation $MSFT

AM Investment Strategies LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 6.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,898 shares of the software giant’s stock after selling 1,957 shares during the period. Microsoft makes up 3.0% of AM Investment Strategies LLC’s investment portfolio, making the stock its 8th largest holding. AM Investment Strategies LLC’s holdings in Microsoft were worth $13,932,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of MSFT. AlphaQuest LLC boosted its position in shares of Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after buying an additional 19 shares during the last quarter. BLVD Private Wealth LLC lifted its stake in Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock valued at $1,641,000 after acquiring an additional 19 shares in the last quarter. Red Mountain Financial LLC boosted its holdings in Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after acquiring an additional 20 shares during the last quarter. Onyx Financial Advisors LLC grew its stake in shares of Microsoft by 0.3% in the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after acquiring an additional 20 shares in the last quarter. Finally, Foundation Wealth Management LLC PA grew its stake in shares of Microsoft by 1.6% in the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after acquiring an additional 20 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major private-market validation for the AI ecosystem could benefit Microsoft as a cloud and AI infrastructure provider — Anthropic’s new $380B valuation (which includes investments tied to Microsoft) signals strong enterprise demand for AI models and likely more backend cloud consumption. Anthropic Valuation Hits $380 Billion as Enterprise AI Demand Explodes
• Positive Sentiment: Citi reaffirmed a Buy on MSFT with a $635 price target — a bullish institutional view that supports the long‑term AI/cloud thesis despite recent sentiment-driven weakness. Microsoft: Buy Rating Reaffirmed on Undervalued AI and Cloud Growth Drivers Despite Sentiment-Driven Sell-Off
• Positive Sentiment: Microsoft is leading industry efforts on “digital trust” with other large tech firms (Trusted Tech Alliance), a reputational win that may ease enterprise sales cycles for security‑sensitive customers. Microsoft, Ericsson lead global tech alliance for digital trust
• Positive Sentiment: R&D/infra innovation: reports that Microsoft is exploring superconducting power lines for AI data centers point to potential long‑term efficiency gains and differentiation for its hyperscale buildout. Microsoft Explores Superconducting Power to Boost AI Data Centers
• Neutral Sentiment: Microsoft AI chief’s bold timeline for rapid white‑collar automation (12–18 months) fuels debate — it underscores market opportunity but also raises labor/regulatory concerns that could shape adoption rates. Microsoft AI chief gives it 18 months — for all white-collar work to be automated by AI
• Neutral Sentiment: Market technicians and contrarian pieces argue MSFT looks oversold/potentially bottoming after the post‑earnings drop — these narratives can attract buyers, but timing is uncertain. Microsoft Corp. (MSFT) Price Forecast: Bottoming at Channel Support?
• Negative Sentiment: Regulatory risk increased today: the U.S. Federal Trade Commission has issued investigative demands and questioned Microsoft’s rivals about its AI/cloud licensing and business practices — this escalation is a clear near‑term negative catalyst. US FTC ramps up scrutiny of Microsoft over AI, cloud practices, questions rivals, Bloomberg reports
• Negative Sentiment: Investor rotation and positioning: several funds disclosed cuts to MSFT stakes this week, and commentary highlights investor concern over heavy CapEx for AI infrastructure and concentration risk tied to OpenAI—factors that have pressured the stock. PRIMECAP Management Co cuts Microsoft stake by 1.1M
• Negative Sentiment: Critics argue Microsoft has underperformed some AI peers and that capex intensity may strain free cash flow, reinforcing sentiment‑driven selling pressure. Microsoft Is Spending, Investors Are Losing

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MSFT. DA Davidson restated a “buy” rating and set a $650.00 price target on shares of Microsoft in a report on Thursday, January 29th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $640.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Robert W. Baird set a $540.00 target price on Microsoft and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Barclays reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, February 6th. Finally, Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a report on Sunday, February 1st. Two analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $591.95.

Microsoft Stock Performance

Shares of MSFT opened at $401.32 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The stock’s fifty day moving average price is $460.74 and its two-hundred day moving average price is $492.53. The firm has a market cap of $2.98 trillion, a PE ratio of 25.10, a PEG ratio of 1.57 and a beta of 1.08.

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, topping the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion during 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 firm’s revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter last year, the firm posted $3.23 EPS. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is currently 22.76%.

Insiders Place Their Bets

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

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).