Tranquility Partners LLC Has $17.27 Million Stock Holdings in Microsoft Corporation $MSFT

Tranquility Partners LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 35,714 shares of the software giant’s stock after selling 2,744 shares during the period. Microsoft comprises approximately 6.2% of Tranquility Partners LLC’s portfolio, making the stock its biggest position. Tranquility Partners LLC’s holdings in Microsoft were worth $17,272,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares in the last quarter. 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 in the last quarter. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% during the 3rd 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 in the last quarter. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% during the 4th 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 increased its holdings in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Activity at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $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. Over the last quarter, insiders have sold 29,083 shares of company stock worth $12,710,152. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

MSFT stock opened at $441.31 on Wednesday. The firm has a market cap of $3.28 trillion, a PE ratio of 26.27, a P/E/G ratio of 1.66 and a beta of 1.11. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The business has a 50 day moving average of $403.52 and a 200-day moving average of $433.78. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating 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 business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the prior year, the business earned $3.46 earnings per share. Microsoft’s revenue for the quarter was up 18.3% on a year-over-year basis. As a group, sell-side analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s dividend payout ratio is presently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled new in-house AI models at Build, including MAI-Code-1 and MAI-Thinking-1, signaling it is reducing reliance on OpenAI and Anthropic while lowering costs for developers.
• Positive Sentiment: The company introduced Microsoft Scout, an always-on personal agent for Microsoft 365, and other agentic AI tools, reinforcing the view that Microsoft is expanding its AI monetization opportunities.
• Positive Sentiment: Microsoft and Nvidia deepened their partnership on AI PCs and agentic computing across Windows and Azure, which investors viewed as a major catalyst for the Windows ecosystem and future hardware/software demand.
• Positive Sentiment: Microsoft also highlighted its quantum computing progress with the Majorana 2 chip, adding to the company’s long-term innovation narrative.
• Positive Sentiment: Multiple analysts and media reports remained constructive, with commentary pointing to strong Azure upside, AI demand, and a favorable long-term valuation case for MSFT.
• Neutral Sentiment: Build 2026 generated broad attention across the market, but some reports noted Microsoft teased a Copilot “Super App” without fully unveiling it, which may have tempered expectations.
• Negative Sentiment: Judson Althoff sold 15,500 Microsoft shares in an SEC-disclosed transaction, which can create short-term investor concern even though the sale was relatively modest versus his remaining holdings.
• Negative Sentiment: Some coverage cited profit-taking and concerns about capital intensity, margin pressure, and a possible AI policy overhang, helping explain the pullback despite the positive product news.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Barclays reissued a “buy” rating on shares of Microsoft in a report on Thursday, May 7th. Daiwa Securities Group reduced their target price on Microsoft from $630.00 to $600.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. UBS Group reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Citizens Jmp initiated coverage on Microsoft in a report on Monday. They issued a “market outperform” rating and a $550.00 target price for the company. Finally, Benchmark reaffirmed a “buy” rating and issued a $525.00 target price (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Forty research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $561.20.

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).