Klingenstein Fields & Co. LP Sells 2,091 Shares of Microsoft Corporation $MSFT

Klingenstein Fields & Co. LP decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 236,677 shares of the software giant’s stock after selling 2,091 shares during the period. Microsoft accounts for about 4.3% of Klingenstein Fields & Co. LP’s holdings, making the stock its 3rd largest position. Klingenstein Fields & Co. LP’s holdings in Microsoft were worth $114,462,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in MSFT. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft in the 4th quarter valued at approximately $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft in the 4th quarter valued at approximately $36,000. Fairway Wealth LLC grew its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in Microsoft in the 4th quarter valued at approximately $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of MSFT stock opened at $390.74 on Friday. The stock has a 50 day moving average of $411.08 and a two-hundred day moving average of $428.95. 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 company has a market capitalization of $2.90 trillion, a P/E ratio of 23.26, a P/E/G ratio of 1.41 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced 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. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter last year, the company earned $3.46 EPS. The company’s quarterly revenue was up 18.3% on a year-over-year basis. As a group, equities analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on MSFT. Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 target price (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Tigress Financial raised their target price on Microsoft from $595.00 to $680.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. UBS Group reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, April 24th. Scotiabank lowered their target price on Microsoft from $600.00 to $550.00 and set an “outperform” rating on the stock in a report on Thursday, April 30th. Finally, Weiss Ratings lowered Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $561.20.

Insiders Place Their Bets

In related news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was 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 owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the firm’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 transaction, the executive vice president owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

About Microsoft

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).