Insight Advisors LLC PA Has $6 Million Position in Microsoft Corporation $MSFT

Insight Advisors LLC PA cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 8.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,201 shares of the software giant’s stock after selling 1,551 shares during the quarter. Microsoft makes up about 1.1% of Insight Advisors LLC PA’s portfolio, making the stock its 13th largest position. Insight Advisors LLC PA’s holdings in Microsoft were worth $5,997,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also bought and sold shares of MSFT. Chase Investment Counsel Corp increased its stake in Microsoft by 18.3% in the first quarter. Chase Investment Counsel Corp now owns 2,860 shares of the software giant’s stock valued at $1,058,000 after purchasing an additional 443 shares in the last quarter. Cascade Wealth Advisors Inc raised its holdings in shares of Microsoft by 2.6% during the first quarter. Cascade Wealth Advisors Inc now owns 7,858 shares of the software giant’s stock valued at $2,909,000 after purchasing an additional 196 shares during the period. Phillip James Consulting Co. boosted its position in shares of Microsoft by 6.4% during the 1st quarter. Phillip James Consulting Co. now owns 1,143 shares of the software giant’s stock worth $423,000 after purchasing an additional 69 shares in the last quarter. CacheTech Inc. boosted its position in shares of Microsoft by 28.3% during the 1st quarter. CacheTech Inc. now owns 25,333 shares of the software giant’s stock worth $9,377,000 after purchasing an additional 5,592 shares in the last quarter. Finally, Arbiter Partners Capital Management LLC acquired a new stake in shares of Microsoft in the 1st quarter valued at about $740,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction 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 completion of the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 38,572 shares of company stock worth $17,775,330. 0.03% of the stock is owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $499.99 on Friday. The stock has a market cap of $3.71 trillion, a price-to-earnings ratio of 27.84, a PEG ratio of 1.61 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm’s 50-day simple moving average is $404.86 and its 200 day simple moving average is $406.96.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company’s revenue for the quarter was up 17.7% on a year-over-year basis. During the same period in the previous year, the company posted $3.65 EPS. As a group, research analysts anticipate that Microsoft Corporation will post 19.57 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on MSFT. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. UBS Group set a $525.00 price objective on Microsoft in a research note on Thursday, July 30th. Evercore set a $528.00 price objective on Microsoft in a report on Thursday, July 30th. Rothschild & Co Redburn decreased their price objective on Microsoft from $450.00 to $400.00 and set a “neutral” rating for the company in a report on Thursday, April 23rd. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Microsoft in a research report on Monday, July 6th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $558.87.

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).