J.P. Marvel Investment Advisors LLC Sells 2,191 Shares of Microsoft Corporation $MSFT

J.P. Marvel Investment Advisors LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,694 shares of the software giant’s stock after selling 2,191 shares during the quarter. Microsoft accounts for approximately 2.8% of J.P. Marvel Investment Advisors LLC’s investment portfolio, making the stock its 12th largest holding. J.P. Marvel Investment Advisors LLC’s holdings in Microsoft were worth $20,164,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC raised its holdings in 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 purchasing an additional 20 shares in the last quarter. Bayforest Capital Ltd bought a new position in Microsoft in the third quarter worth about $38,000. Fairway Wealth LLC raised its holdings in 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 in the last quarter. LSV Asset Management bought a new position in Microsoft in the fourth quarter worth about $44,000. Finally, Sellwood Investment Partners LLC bought a new position in Microsoft in the third quarter worth about $49,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $419.09 on Friday. The business’s 50 day moving average price is $399.10 and its 200 day moving average price is $437.61. The firm has a market cap of $3.11 trillion, a P/E ratio of 24.95, a P/E/G ratio of 1.52 and a beta of 1.10. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.Microsoft’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.46 earnings per share. On average, 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 announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on 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 owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, 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 position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to help enterprises launch and scale AI projects, which could support future Azure usage and Copilot adoption. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Reports said Anthropic is in talks to rent servers powered by Microsoft’s Maia AI chips, a sign Microsoft’s in-house silicon strategy may be gaining traction with major AI customers. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI opportunity, with commentary that AI compute demand is becoming a major growth engine for the company. Microsoft, Oracle Stand To Benefit As AI Compute Becomes The New Oil
• Neutral Sentiment: Microsoft’s largest data center in India is still on track to open by mid-2026, reinforcing the company’s ongoing global cloud expansion. Microsoft (MSFT)’s Largest Data Center In India Is On Track To Open By Mid-2026
• Negative Sentiment: Some market coverage focused on concerns that Microsoft’s aggressive AI capex could be weighing on sentiment, with investors questioning whether spending is outrunning near-term returns. Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
• Negative Sentiment: The UK CMA also opened a probe into Microsoft’s software practices, adding a regulatory overhang to the stock. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

Analyst Ratings Changes

Several equities analysts have recently issued reports on MSFT shares. William Blair restated an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Scotiabank cut their price objective on shares of Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. Phillip Securities upgraded shares of Microsoft to a “buy” rating and set a $485.00 price objective on the stock in a report on Wednesday, May 13th. Citigroup upped their price objective on shares of Microsoft from $600.00 to $620.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Wedbush restated an “outperform” rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, May 13th. Thirty-nine equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $560.88.

Microsoft 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).