Microsoft Corporation $MSFT Shares Sold by Henrickson Nauta Wealth Advisors Inc.

Henrickson Nauta Wealth Advisors Inc. lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 35.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,897 shares of the software giant’s stock after selling 2,159 shares during the period. Microsoft comprises 0.4% of Henrickson Nauta Wealth Advisors Inc.’s portfolio, making the stock its 21st largest holding. Henrickson Nauta Wealth Advisors Inc.’s holdings in Microsoft were worth $1,443,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. WFA Asset Management Corp grew its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its holdings in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its position in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to secure new enterprise AI and cloud partnerships, including expanded collaborations around Microsoft 365 Copilot and Azure, which support its long-term AI monetization story.
• Positive Sentiment: Microsoft’s 20-year power agreement tied to its Texas data-center buildout helps de-risk AI infrastructure expansion and supports cloud capacity growth.
• Positive Sentiment: ICON plc selected Microsoft as a preferred technology partner, reinforcing demand for Microsoft’s AI and productivity tools in healthcare and enterprise workflows.
• Neutral Sentiment: Analysts and market commentators remain split: some still view Microsoft as a high-quality AI platform with strong long-term upside, while others say the stock has been oversold and may be approaching a valuation reset.
• Neutral Sentiment: Microsoft was also named in multiple new or ongoing lawsuits and class-action notices tied to alleged securities issues and copyright claims involving AI training data, adding headline risk but no immediate operating impact yet.
• Negative Sentiment: Stifel cut its price target on Microsoft and said Wall Street’s gross-margin expectations may be too high as Azure growth and AI capex pressure cloud profitability.
• Negative Sentiment: Microsoft’s Xbox price hikes and repeated gaming price increases suggest hardware cost inflation is squeezing a business line that had already been weakening.
• Negative Sentiment: Investor concern over heavy AI spending, shrinking free cash flow, and lower cloud-margin expectations is weighing on sentiment and helping explain why MSFT is falling.
• Negative Sentiment: EU regulators said Microsoft Azure may face stricter “gatekeeper” rules under the Digital Markets Act, raising the possibility of more compliance burden and oversight in Europe.
• Negative Sentiment: Microsoft’s quantum-computing claims also came under renewed criticism, which adds to skepticism around some of its more speculative AI-related initiatives.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research analyst reports. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Rothschild & Co Redburn lowered their price objective on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research note on Thursday, April 23rd. BNP Paribas Exane lowered their price objective on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. HSBC cut their target price on shares of Microsoft from $593.00 to $571.00 in a research report on Thursday, April 30th. Finally, Arete Research upped their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $560.86.

Microsoft Trading Down 3.5%

Shares of MSFT stock opened at $352.83 on Friday. The company has a market capitalization of $2.62 trillion, a price-to-earnings ratio of 21.00, a PEG ratio of 1.32 and a beta of 1.11. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a 50-day moving average price of $411.13 and a 200 day moving average price of $421.81. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period last year, the company earned $3.46 EPS. Research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s dividend payout ratio is presently 21.67%.

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).