Microsoft Corporation $MSFT Shares Sold by Fortitude Financial LLC

Fortitude Financial LLC lessened its holdings in Microsoft Corporation (NASDAQ:MSFT) by 94.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,575 shares of the software giant’s stock after selling 26,227 shares during the period. Microsoft comprises approximately 0.6% of Fortitude Financial LLC’s portfolio, making the stock its 21st biggest position. Fortitude Financial LLC’s holdings in Microsoft were worth $762,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC boosted 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 buying an additional 20 shares during the period. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the third quarter worth $38,000. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter worth $44,000. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the third quarter worth $49,000. Finally, Daytona Street Capital LLC acquired a new stake in shares of Microsoft in the fourth quarter worth $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts and market commentary continued to argue that Microsoft remains a long-term AI winner, with several notes saying the stock still looks undervalued and that its AI/Cloud thesis remains intact. Microsoft’s (MSFT) Q3 Revealed 3 Things that Matter for the AI Bull Case
• Positive Sentiment: Microsoft CEO Satya Nadella’s testimony in the Musk v. Altman trial reinforced Microsoft’s early backing of OpenAI and its expected payoff from that investment, which some investors view as supportive of the company’s AI strategy. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Positive Sentiment: OpenAI reportedly capped revenue-sharing payments to Microsoft at $38 billion through 2030, which may be read as a structural clarification that still preserves a major economic relationship while supporting OpenAI’s IPO path. Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
• Neutral Sentiment: Microsoft was mentioned in broader AI-market commentary about whether AI spending is generating enough ROI, which adds to sentiment volatility but does not directly change fundamentals. Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’
• Neutral Sentiment: Several reports focused on Microsoft’s role in OpenAI’s founding and governance in the Musk lawsuit; these headlines keep the stock in the news, but the market impact is mostly indirect unless they lead to regulatory or contractual changes. How Much Power Did Microsoft Have Over OpenAI?
• Negative Sentiment: The biggest near-term overhang is the perception that Microsoft may have less upside from OpenAI than previously assumed, after reports that revenue-sharing is capped far below earlier projections. OpenAI to cap Microsoft revenue-sharing at $38 billion, The Information reports
• Negative Sentiment: Nadella’s testimony in the Musk trial also highlighted how closely Microsoft is tied to OpenAI’s governance fight, keeping legal and reputational risks in focus for investors. Microsoft CEO Satya Nadella takes stand in Musk v. Altman trial

Insider Buying and Selling

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The shares were purchased at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the acquisition, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. This represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is currently owned by insiders.

Microsoft Trading Down 1.2%

Microsoft stock opened at $407.77 on Wednesday. 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’s 50-day simple moving average is $397.60 and its 200-day simple moving average is $443.14. The firm has a market capitalization of $3.03 trillion, a PE ratio of 24.27, a PEG ratio of 1.49 and a beta of 1.10. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (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 firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the company posted $3.46 earnings per share. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. Equities research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st 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 of this dividend is Thursday, May 21st. Microsoft’s payout ratio is presently 21.67%.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the company. Wolfe Research reduced their price objective on Microsoft from $625.00 to $530.00 and set an “outperform” rating for the company in a research report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft reduced their price objective on Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Dbs Bank reduced their price objective on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Benchmark reissued a “buy” rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Finally, Sanford C. Bernstein lifted their price objective on Microsoft from $641.00 to $646.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $562.69.

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).