Global Assets Advisory LLC Sells 1,257 Shares of Microsoft Corporation $MSFT

Global Assets Advisory LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,529 shares of the software giant’s stock after selling 1,257 shares during the period. Microsoft accounts for approximately 1.4% of Global Assets Advisory LLC’s portfolio, making the stock its 16th largest holding. Global Assets Advisory LLC’s holdings in Microsoft were worth $5,092,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its holdings 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 worth $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors bought a new position in shares of Microsoft in the fourth quarter worth $34,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the period. Sellwood Investment Partners LLC bought a new position in shares of Microsoft in the third quarter worth $49,000. Finally, University of Illinois Foundation bought a new position in shares of Microsoft in the second quarter worth $50,000. 71.13% of the stock is owned by institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its Majorana 2 quantum processor, reinforcing its long-term innovation pipeline and boosting optimism around its advanced computing ambitions. Microsoft Announces Majorana 2 Quantum Chip as Wedbush Calls It Another ‘Validation’ for the Industry
• Positive Sentiment: NHS England is rolling out Microsoft 365 Copilot to more than 500,000 staff, a large enterprise win that highlights demand for Microsoft’s AI tools and could expand recurring software revenue. NHS England accelerates AI adoption with Microsoft 365 Copilot to improve service delivery, reduce costs and create more time for care
• Positive Sentiment: Analysts continue to argue that Microsoft’s AI strategy and ecosystem strength support long-term upside, which may help limit downside on weakness. Microsoft’s AI Independence and Ecosystem Momentum Underpin Buy Rating; $620 Price Target Reaffirmed
• Neutral Sentiment: Commentary from investors and media continues to frame Microsoft as a strong AI and hyperscaler leader, but also notes ongoing debate about valuation and how much AI momentum is already priced in. Dryden Pence on GOOGL “Dominant” AI Position, META “Behind,” MSFT Still Strong
• Negative Sentiment: Microsoft is investigating a hack of its open-source GitHub projects that injected password-stealing malware, which is a reputational and security concern for the company’s developer ecosystem. Microsoft’s open source tools were hacked to steal passwords of AI developers
• Negative Sentiment: Reid Hoffman is leaving Microsoft’s board, and David Tepper reportedly cut most of Appaloosa’s Microsoft stake, adding to investor scrutiny around sentiment and governance. Reid Hoffman Exits Microsoft Board A Decade After LinkedIn Sale — Stock Has Soared 570%

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

NASDAQ:MSFT opened at $411.74 on Tuesday. The firm has a market capitalization of $3.06 trillion, a price-to-earnings ratio of 24.51, a P/E/G ratio of 1.50 and a beta of 1.11. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The stock has a fifty day moving average of $408.54 and a 200 day moving average of $430.96. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the company earned $3.46 earnings per share. On average, research analysts expect that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on MSFT shares. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price target for the company in a report on Wednesday, May 13th. Piper Sandler reaffirmed an “overweight” rating on shares of Microsoft in a report on Tuesday, May 26th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Raymond James Financial lowered Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. Finally, BNP Paribas Exane cut their price target on Microsoft from $556.00 to $555.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Forty-one analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $561.20.

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).