Microsoft Corporation $MSFT Shares Sold by Evexia Wealth LLC

Evexia Wealth LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT) by 6.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 28,839 shares of the software giant’s stock after selling 2,037 shares during the quarter. Microsoft makes up about 4.4% of Evexia Wealth LLC’s portfolio, making the stock its 4th biggest holding. Evexia Wealth LLC’s holdings in Microsoft were worth $14,825,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. AlphaQuest LLC raised its position in Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after acquiring an additional 19 shares in the last quarter. BLVD Private Wealth LLC increased its stake in shares of Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after purchasing an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA increased its stake in shares of Microsoft by 1.6% during the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after purchasing an additional 20 shares during the last quarter. Magnolia Capital Management Ltd. raised its holdings in shares of Microsoft by 0.3% in the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after purchasing an additional 20 shares during the period. Finally, ARK & TLK Investments LLC lifted its stake in Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after purchasing an additional 20 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 0.7%

Shares of NASDAQ MSFT opened at $401.86 on Friday. The stock has a market capitalization of $2.98 trillion, a P/E ratio of 25.13, a PEG ratio of 1.58 and a beta of 1.10. The stock’s fifty day moving average is $429.01 and its 200 day moving average is $476.96. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. 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 posted 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 business had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. Microsoft’s revenue was up 16.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $3.23 earnings per share. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is 22.76%.

Insider Activity at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the transaction, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of Microsoft 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 completion of the transaction, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the subject of a number of research analyst reports. JPMorgan Chase & Co. reduced their price target on Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Bank of America dropped their price objective on Microsoft from $640.00 to $520.00 and set a “buy” rating on the stock in a research note on Monday, January 26th. Wedbush cut their price objective on Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. The Goldman Sachs Group reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, February 12th. Finally, Oppenheimer restated an “outperform” rating on shares of Microsoft in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $591.95.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Sell‑side support remains strong — several firms have reiterated buys/outperform and bullish price targets, which underpins long‑term investor confidence. William Blair reiterates Outperform on Microsoft
• Positive Sentiment: Product/AI momentum — Microsoft is rolling out Copilot Health, agentic Copilot features across Office apps, and the new Microsoft 365 E7 AI bundle (adds Anthropic Claude Cowork, Agent 365, Entra), all of which support higher‑value commercial monetization and stickier cloud revenue. Copilot Health paves path to medical superintelligence
• Positive Sentiment: Social and trader sentiment is highlighting agentic Copilot and AI infrastructure leadership as reasons for near‑term support and potential upside if resistance breaks. Quiver Quant summary of Agentic Copilot buzz
• Neutral Sentiment: Xbox roadmap and gaming hardware (Project Helix prototypes to developers in 2027) bolster long‑term diversification but have limited near‑term revenue impact. CNBC on Project Helix
• Neutral Sentiment: Analyst price targets remain elevated (median targets well above current levels) and institutional positioning is mixed — supportive for a medium‑term recovery but not an immediate catalyst. Zacks on analyst views
• Negative Sentiment: High and rising capital expenditures for AI data centers are a near‑term earnings headwind; investor letters and coverage flag capex intensity as a reason MSFT has underperformed peers despite strong top‑line growth. InsiderMonkey on data center capex concerns
• Negative Sentiment: Leadership change — Rajesh Jha, a senior exec tied to Office/Copilot rollouts, is retiring; markets tend to discount execution risk when key product leaders depart. Reuters on Rajesh Jha retirement
• Negative Sentiment: Regulatory/political risk — Microsoft’s public support for Anthropic in its legal fight with the Pentagon raises short‑term uncertainty around government contracting and could create customer/contract exposure. FT: Microsoft backs Anthropic vs Pentagon
• Negative Sentiment: Macro and market‑structure risk — rotation out of megacap tech and warnings about midterm‑year volatility are pressuring MSFT along with peers. Technical support levels around the recent pullback are being watched by traders. MarketBeat mid‑March market warning

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).