Auxier Asset Management LLC Sells 2,379 Shares of Microsoft Corporation $MSFT

Auxier Asset Management LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 98,226 shares of the software giant’s stock after selling 2,379 shares during the quarter. Microsoft makes up approximately 6.7% of Auxier Asset Management LLC’s holdings, making the stock its largest holding. Auxier Asset Management LLC’s holdings in Microsoft were worth $47,504,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. PMG Family Office LLC acquired a new position in Microsoft in the third quarter valued at about $828,000. Trifecta Capital Advisors LLC lifted its position in shares of Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after purchasing an additional 1,572 shares in the last quarter. TD Waterhouse Canada Inc. lifted its position in shares of Microsoft by 1.0% during the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after purchasing an additional 9,700 shares in the last quarter. Werba Rubin Papier Wealth Management lifted its position in shares of Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after purchasing an additional 1,698 shares in the last quarter. Finally, SG Americas Securities LLC lifted its position in shares of Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after purchasing an additional 6,468,645 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to show strong long-term AI positioning, with articles noting robust AI revenue growth and that the company remains a compelling way to play the AI boom. Microsoft: Growth Outlook Still Robust Without OpenAI Exclusivity
• Positive Sentiment: New products and platform integrations, including Microsoft Advertising’s Media Marketplace launch partner Dstillery and Copilot-related AI updates, suggest ongoing monetization opportunities. Dstillery Brings Predictive AI Audiences to Microsoft Media Marketplace as Launch Partner
• Neutral Sentiment: Some commentary argued Microsoft remains undervalued relative to its AI growth, but these were mostly opinion pieces rather than new business developments. Microsoft in 2026: Still the Smartest Way to Play the AI Boom?
• Negative Sentiment: Reports that Microsoft walked away from a potential $3 billion Oracle cloud deal due to security issues weighed on shares and raised concern about AI infrastructure availability. Microsoft’s cloud infrastructure talks with Oracle collapse, Business Insider reports
• Negative Sentiment: Multiple law firms announced or reminded investors about class-action litigation tied to Microsoft’s Azure and AI disclosures, creating an added legal and reputational overhang. Law Offices of Howard G. Smith Encourages Microsoft Corporation (MSFT) Shareholders To Inquire About Securities Fraud Class Action
• Negative Sentiment: Analyst commentary turned more cautious, with several pieces warning that Microsoft’s valuation may already reflect much of the AI optimism and recommending investors sell rallies. Why This Analyst Is Telling Investors to Dump Microsoft Stock (MSFT)

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock valued at $10,508,361 over the last ninety days. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. TD Cowen reissued a “buy” rating and set a $540.00 price target on shares of Microsoft in a research note on Thursday, June 4th. William Blair reiterated an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Phillip Securities upgraded shares of Microsoft to a “buy” rating and set a $485.00 target price on the stock in a report on Wednesday, May 13th. Barclays reiterated an “overweight” rating on shares of Microsoft in a report on Wednesday, June 3rd. Finally, Citigroup began coverage on shares of Microsoft in a research report on Monday, June 1st. They set a “market outperform” rating for the company. 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 currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Microsoft Stock Performance

Shares of MSFT stock opened at $378.91 on Thursday. The stock has a market cap of $2.81 trillion, a P/E ratio of 22.55, a P/E/G ratio of 1.42 and a beta of 1.11. 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 fifty day moving average price of $412.13 and a two-hundred day moving average price of $426.70. Microsoft Corporation has a one year low of $356.28 and a one year 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 analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion during 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 company’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter last year, the company posted $3.46 earnings per share. As a group, equities analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 1.0%. Microsoft’s dividend payout ratio is presently 21.67%.

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).