Microsoft Corporation $MSFT Shares Sold by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 13.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 127,919 shares of the software giant’s stock after selling 20,527 shares during the period. Microsoft comprises approximately 3.1% of YHB Investment Advisors Inc.’s holdings, making the stock its 4th biggest holding. YHB Investment Advisors Inc.’s holdings in Microsoft were worth $47,716,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted 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 valued at $29,000 after purchasing an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC increased its holdings in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC increased its holdings in Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after purchasing an additional 21 shares during the last quarter. Pollock Investment Advisors LLC raised its position in shares of Microsoft by 0.8% in the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after purchasing an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC raised its position in shares of Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after purchasing an additional 21 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $496.82 on Thursday. The company has a market cap of $3.69 trillion, a P/E ratio of 27.66, a PEG ratio of 1.61 and a beta of 1.11. The business has a 50 day moving average of $438.84 and a two-hundred day moving average of $414.45. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business’s quarterly revenue was up 17.7% on a year-over-year basis. During the same period in the prior year, the firm earned $3.65 EPS. As a group, analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is 20.27%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin disclosing quarterly Azure revenue in fiscal 2027 and consolidate its reporting structure from three segments to two. The added transparency should allow investors to compare Azure more directly with Amazon Web Services and Google Cloud and could highlight the scale of AI-driven demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Bank of America raised its Microsoft price target to $600 from $500, citing accelerating Azure growth, improving AI efficiency and more than 30 million paid Microsoft 365 Copilot seats. The bullish view reinforces expectations that Microsoft can convert AI infrastructure spending into higher revenue and earnings. Microsoft’s AI strategy accelerates cloud growth and efficiency: analysts
• Positive Sentiment: Microsoft is expanding its AI ecosystem through a 20-year power agreement supporting a planned West Texas data center, a HUMAIN partnership targeting up to one million enterprise users in the Middle East and Africa, and new Microsoft 365 Copilot integrations. These agreements support long-term cloud, infrastructure and productivity growth, although near-term profitability depends on execution. Microsoft Signed a 20-Year AI Power Deal With Chevron
• Neutral Sentiment: An EU court rejected Opera’s challenge to Microsoft Edge’s exemption from certain Digital Markets Act obligations. The ruling reduces an immediate regulatory burden for Edge, but its direct financial effect is likely limited. EU court rejects Opera challenge against Microsoft’s Edge exemption
• Negative Sentiment: CEO Satya Nadella sold 86,525 MSFT shares worth approximately $43.4 million under a pre-arranged Rule 10b5-1 plan. Although scheduled sales generally do not signal a change in business outlook, the transaction reduced his position by 15.09%; broader insider activity has also consisted entirely of sales over the past six months. Microsoft CEO Satya Nadella Form 4 filing
• Negative Sentiment: Investors remain concerned about Microsoft’s roughly $116 billion in annual property and equipment spending. The AI buildout could drive substantial growth, but depreciation, power constraints and uncertain returns may pressure margins if demand fails to keep pace. Big Tech Spent Over $1 Trillion on AI
• Negative Sentiment: Additional pressure came from reports of a controversial Windows 11 feature, continuing concerns about a Microsoft 365 outage, and criticism surrounding 3,200 Xbox job cuts. These issues may weigh on user sentiment and highlight risks in Microsoft’s consumer and gaming businesses. Xbox layoffs

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 108,335 shares of company stock valued at $53,499,700. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the subject of a number of recent analyst reports. Phillip Securities downgraded shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research report on Monday, August 3rd. Wells Fargo & Company upped their price target on shares of Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a report on Wednesday, August 12th. Evercore set a $528.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Weiss Ratings raised shares of Microsoft from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, August 27th. Finally, Sanford C. Bernstein set a $660.00 target price on shares of Microsoft in a research report on Monday, August 10th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $562.49.

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).