Pure Financial Advisors LLC Lowers Holdings in Microsoft Corporation $MSFT

Pure Financial Advisors LLC decreased its stake in Microsoft Corporation (NASDAQ:MSFT) by 3.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 77,205 shares of the software giant’s stock after selling 2,811 shares during the quarter. Microsoft makes up approximately 0.6% of Pure Financial Advisors LLC’s investment portfolio, making the stock its 28th largest position. Pure Financial Advisors LLC’s holdings in Microsoft were worth $37,338,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Longfellow Investment Management Co. LLC boosted its stake 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 buying an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new position in Microsoft in the 4th quarter worth about $34,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. LSV Asset Management acquired a new position in Microsoft in the 4th quarter worth about $44,000. Finally, Sellwood Investment Partners LLC acquired a new position in Microsoft in the 3rd quarter worth about $49,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on MSFT shares. Piper Sandler reaffirmed an “overweight” rating on shares of Microsoft in a report on Tuesday, May 26th. Mizuho reduced their price target on Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a report on Tuesday, April 14th. Stifel Nicolaus upped their price target on Microsoft from $392.00 to $415.00 and gave the stock a “hold” rating in a report on Thursday, April 30th. Citigroup started coverage on Microsoft in a report on Monday. They issued a “market outperform” rating for the company. Finally, DA Davidson reduced their price target on Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Forty analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
• Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
• Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
• Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
• Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
• Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

Insider Transactions at Microsoft

In other news, EVP Amy Coleman sold 1,262 shares of the business’s 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 transaction, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their position. The sale 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 business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 29,083 shares of company stock worth $12,710,152 in the last ninety days. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

NASDAQ:MSFT opened at $427.34 on Thursday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The stock has a 50 day moving average of $405.61 and a two-hundred day moving average of $432.76. 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 market cap of $3.17 trillion, a P/E ratio of 25.44, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11.

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

Microsoft Dividend Announcement

The business also recently announced 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 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s payout ratio is currently 21.67%.

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).