Microsoft Corporation $MSFT Shares Sold by Tepp RIA LLC

Tepp RIA LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 70.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,083 shares of the software giant’s stock after selling 2,616 shares during the quarter. Microsoft accounts for 0.3% of Tepp RIA LLC’s portfolio, making the stock its 28th largest holding. Tepp RIA LLC’s holdings in Microsoft were worth $401,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Longfellow Investment Management Co. LLC increased its position 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 acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft during the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft during the fourth quarter valued at $36,000. Fairway Wealth LLC increased its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at approximately $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is shifting more Excel and Outlook AI prompts to its own MAI models instead of relying on OpenAI and Anthropic, a move that could reduce AI costs and improve long-term profitability. Microsoft joins AI cost-cutting trend by relying more on its own models
• Positive Sentiment: Several analysts and market commentators argue Microsoft is trading at a rare discount after its recent pullback, suggesting some investors see the sell-off as a buying opportunity ahead of earnings later this month. Microsoft (MSFT) Is Trading at a Rare Discount. I See a Buying Opportunity
• Neutral Sentiment: Microsoft announced it will report fiscal fourth-quarter 2026 results on July 29, keeping attention on cloud growth, AI spending, and whether margin pressure is easing. Microsoft announces quarterly earnings release date
• Neutral Sentiment: Microsoft continues to get positive attention from some market voices, including CNBC’s “Final Trades,” but this is more sentiment support than a direct fundamental catalyst. Nvidia, Microsoft, ServiceNow And More On CNBC’s ‘Final Trades’
• Negative Sentiment: Microsoft’s Xbox unit is facing a deep reset, including roughly 3,200 job cuts and studio divestitures, reinforcing concerns that parts of the business are struggling and that layoffs may not be done yet. Microsoft’s Xbox to Cut 3200 Jobs, Divest Five Studios in Major Overhaul
• Negative Sentiment: Microsoft is also dealing with multiple shareholder lawsuits and deadline reminders tied to alleged securities fraud and Copilot-related disclosures, which adds an overhang on sentiment. MSFT Investment Loss: Microsoft Investors that Lost Money after Copilot Functionality Issues Disclosed are Notified to Contact BFA Law about the Filed Securities Fraud Class Action

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on MSFT. Robert W. Baird dropped their target price on Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 15th. Arete Research raised their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. HSBC reduced their target price on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 target price for the company in a research report on Wednesday, May 13th. Finally, DA Davidson restated a “buy” rating and set a $550.00 price target on shares of Microsoft in a report on Monday. Forty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $560.98.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of Microsoft 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 sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 in the last 90 days. 0.03% of the stock is owned by company insiders.

Microsoft Stock Down 1.4%

MSFT opened at $383.34 on Thursday. The firm has a market cap of $2.85 trillion, a P/E ratio of 22.82, a price-to-earnings-growth ratio of 1.22 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The business has a 50 day moving average price of $404.01 and a 200 day moving average price of $415.50. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results 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 company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the company posted $3.46 earnings per share. The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. Research analysts forecast that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

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 dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is 21.67%.

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).