Wilkerson Advisory Group LLC Sells 1,115 Shares of Microsoft Corporation $MSFT

Wilkerson Advisory Group LLC lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 18.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 5,065 shares of the software giant’s stock after selling 1,115 shares during the quarter. Microsoft comprises 0.6% of Wilkerson Advisory Group LLC’s holdings, making the stock its 29th largest position. Wilkerson Advisory Group LLC’s holdings in Microsoft were worth $1,875,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% during the 2nd 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 period. Discipline Wealth Solutions LLC raised its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its position in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

MSFT stock opened at $499.86 on Friday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The firm has a market cap of $3.71 trillion, a price-to-earnings ratio of 27.83, a PEG ratio of 1.57 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The firm has a 50-day simple moving average of $403.86 and a two-hundred day simple moving average of $406.31.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $3.65 EPS. On average, equities analysts forecast that Microsoft Corporation will post 19.56 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is currently 20.27%.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, 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 value 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 approximately $18,922,874.02. This represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 38,572 shares of company stock valued at $17,775,330. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. Evercore set a $528.00 price target on Microsoft in a research report on Thursday, July 30th. Barclays lowered their price objective on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating for the company in a research note on Thursday, July 30th. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a report on Thursday, July 30th. Argus cut their target price on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research report on Friday, July 10th. Finally, Citigroup restated a “buy” rating and issued a $600.00 price target (up from $570.00) on shares of Microsoft in a report on Tuesday, July 28th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $558.87.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI growth are the main catalysts. Azure revenue surpassed $100 billion for fiscal 2026, while fourth-quarter cloud revenue increased 43%. Microsoft also exceeded quarterly revenue and earnings expectations, supporting optimism that AI demand is translating into recurring cloud and enterprise revenue. Microsoft Azure Fiscal 2026 Sales Exceed $100B
• Positive Sentiment: Microsoft is expanding its AI infrastructure footprint in India. The company opened its largest Indian data-center hub in Hyderabad and signed early customers including Adani Group and HDFC Bank. Microsoft has committed approximately $20.5 billion to its Indian operations, positioning Azure for growth in a large and rapidly developing market. Microsoft Opens Its Largest India Data Center Hub
• Positive Sentiment: Wall Street remains constructive. Analysts have raised price targets, including Tigress Financial’s $690 target, citing durable AI and cloud growth. Microsoft’s strong balance sheet, recurring software revenue and approximately $0.91 quarterly dividend also provide support for the long-term investment case. Tigress Raises Microsoft Price Target
• Neutral Sentiment: OpenAI is a significant growth engine but also a concentration risk. Reports estimate that OpenAI may account for roughly 70% of Microsoft’s AI revenue. The relationship boosts near-term demand, but reliance on one partner could increase volatility if economics, technology preferences or customer concentration change. OpenAI May Account for 70 Percent of Microsoft AI Revenue
• Negative Sentiment: Insider selling and legal notices may temper sentiment. CEO Judson Althoff sold 10,000 shares worth about $4.9 million, following EVP Takeshi Numoto’s sale of approximately $2.4 million. Multiple law firms are also promoting a securities class action with an August 11 lead-plaintiff deadline. These items do not establish wrongdoing, but they can add near-term headline pressure.
• Negative Sentiment: AI investment is increasing execution and margin risks. Large data-center commitments and infrastructure spending are necessary to support demand, but could pressure free cash flow and margins if capacity is built ahead of revenue or component shortages delay deployments. Microsoft’s valuation also leaves less room for disappointment after its sharp rally.

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).