Global Assets Advisory LLC Lowers Stock Holdings in Microsoft Corporation $MSFT

Global Assets Advisory LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,529 shares of the software giant’s stock after selling 1,257 shares during the period. Microsoft makes up approximately 1.4% of Global Assets Advisory LLC’s holdings, 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.

A number of other large investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased 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 buying an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in shares of Microsoft in the fourth quarter worth about $34,000. Fairway Wealth LLC increased 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 buying an additional 66 shares during the period. LSV Asset Management purchased a new position in shares of Microsoft in the fourth quarter worth about $44,000. Finally, Sellwood Investment Partners LLC purchased a new position in shares of Microsoft in the third quarter worth about $49,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

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%

Microsoft Stock Down 1.2%

Shares of NASDAQ:MSFT opened at $411.74 on Tuesday. The stock’s 50-day moving average is $408.54 and its 200 day moving average is $430.96. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The company has a market cap of $3.06 trillion, a PE ratio of 24.51, a P/E/G ratio of 1.50 and a beta of 1.11. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45.

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

Analyst Upgrades and Downgrades

Several research analysts have recently commented on MSFT shares. DA Davidson decreased their price objective on Microsoft from $650.00 to $550.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Scotiabank decreased their price objective on Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. Weiss Ratings downgraded Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Truist Financial decreased their price objective on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Finally, BNP Paribas Exane decreased their price objective on Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a report on Friday, May 1st. Forty-one research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $561.20.

Insider Activity at Microsoft

In other Microsoft news, 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 sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of Microsoft 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 sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company’s stock.

About Microsoft

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).