Pure Financial Advisors LLC Decreases Stake in Microsoft Corporation $MSFT

Posted by Alanna Baker on Jun 23rd, 2026

Pure Financial Advisors LLC cut its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,205 shares of the software giant’s stock after selling 2,811 shares during the period. Pure Financial Advisors LLC’s holdings in Microsoft were worth $37,338,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of MSFT. Longfellow Investment Management Co. LLC lifted its position in Microsoft by 51.3% during the 2nd 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 during the period. Bernzott Capital Advisors acquired a new position in shares of Microsoft in the fourth quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft in the fourth quarter valued at about $36,000. Fairway Wealth LLC raised its stake 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 purchasing an additional 66 shares during the last quarter. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft during the second quarter worth about $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Trading Down 3.2%

Shares of NASDAQ:MSFT opened at $367.34 on Tuesday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The business has a 50 day moving average of $412.26 and a two-hundred day moving average of $424.28. The company has a market capitalization of $2.73 trillion, a PE ratio of 21.87, a PEG ratio of 1.37 and a beta of 1.11.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates 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 net margin of 39.34% and a return on equity of 31.94%. The business’s revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the company earned $3.46 EPS. As a group, 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. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction dated 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 of the company’s stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 23,762 shares of company stock valued at $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent research reports. Cantor Fitzgerald reiterated an “overweight” rating and issued a $502.00 target price on shares of Microsoft in a research report on Thursday, June 4th. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Benchmark reaffirmed a “buy” rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a report on Tuesday, April 28th. Stifel Nicolaus increased their price objective on shares of Microsoft from $392.00 to $415.00 and gave the stock a “hold” rating in a research note on Thursday, April 30th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $561.20.

Get Our Latest Analysis on Microsoft

Microsoft Profile

(Free Report)

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).