Microsoft Corporation $MSFT Shares Acquired by BlueSky Wealth Advisors LLC

BlueSky Wealth Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 67.3% in the first quarter, Holdings Channel reports. The firm owned 3,437 shares of the software giant’s stock after acquiring an additional 1,383 shares during the period. BlueSky Wealth Advisors LLC’s holdings in Microsoft were worth $1,272,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Rochester Wealth Strategies LLC raised its holdings in shares of Microsoft by 2.9% during the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock valued at $363,000 after buying an additional 20 shares during the period. Longfellow Investment Management Co. LLC boosted 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 worth $29,000 after acquiring an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC grew its position in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC grew its position in Microsoft by 3.1% in the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after acquiring an additional 21 shares in the last quarter. Finally, Pollock Investment Advisors LLC raised its stake in shares of Microsoft by 0.8% during the third 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 during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the company’s 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 sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Down 2.4%

MSFT stock opened at $365.12 on Thursday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a 50 day simple moving average of $411.93 and a 200-day simple moving average of $422.73. The company has a market capitalization of $2.71 trillion, a P/E ratio of 21.73, a PEG ratio of 1.35 and a beta of 1.11. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the prior year, the company posted $3.46 earnings per share. The firm’s quarterly revenue was up 18.3% on a year-over-year basis. On average, equities research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced 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 payout ratio is presently 21.67%.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Benchmark reissued a “buy” rating and set a $525.00 target price (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Phillip Securities raised shares of Microsoft to a “buy” rating and set a $485.00 price target for the company in a report on Wednesday, May 13th. Deutsche Bank Aktiengesellschaft dropped their price target on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. President Capital upped their price objective on shares of Microsoft from $500.00 to $520.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, BMO Capital Markets decreased their price objective on shares of Microsoft from $575.00 to $505.00 and set an “outperform” rating for the company in a research report on Tuesday, April 28th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $561.20.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to be framed as a long-term AI winner, with commentary highlighting strong Azure growth, a multi-billion-dollar AI revenue run rate, and the company’s deep role in enterprise AI adoption. Got $1,000? 2 Artificial Intelligence (AI) Stocks to Buy Right Now and Hold for the Next Decade.
• Positive Sentiment: Microsoft’s new 20-year Chevron power deal for a Texas AI data center reinforces confidence that it is still expanding aggressively to support future AI demand, which could help drive long-term cloud revenue. Microsoft Stock In Focus After Inking 20-Yr, 2.67 GW Power Deal With Chevron To Fuel AI Growth
• Positive Sentiment: Microsoft is also getting support from bullish market commentary that says the stock may be oversold and could rebound as investors distinguish between short-term pressure and long-term fundamentals. Dan Ives Believes MSFT Is The Most Oversold Large-Cap Stock, Draws Parallels To ‘Negative’ Narratives Around GOOGL A Year Ago
• Neutral Sentiment: Microsoft announced a new AI-in-education report and related tools, but this is more of a product/marketing update than a material near-term earnings driver. Microsoft’s New AI in Education Report highlights widespread adoption and increasing demand for support
• Negative Sentiment: Fresh legal headlines are pressuring sentiment, as multiple law firms publicized securities class action claims tied to alleged investor harm and Copilot-related disclosures. Bronstein, Gewirtz & Grossman LLC Urges Microsoft Corporation Investors to Act: Class Action Filed Alleging Investor Harm
• Negative Sentiment: Microsoft is facing renewed skepticism around its quantum-computing claims after a Nature-linked critique questioned the scientific basis of its earlier breakthrough announcement. Microsoft’s quantum computing technology called into question, again
• Negative Sentiment: Investors are also reacting to broader concerns that heavy AI infrastructure spending could weigh on free cash flow and margin trends, even if it supports future growth. Chamath Says Alphabet, Meta and Microsoft Aren’t Bleeding Cash — They’re Building Moats

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).