Microsoft Corporation $MSFT Shares Sold by Hedeker Wealth LLC

Hedeker Wealth LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 47,237 shares of the software giant’s stock after selling 3,834 shares during the quarter. Microsoft comprises about 4.8% of Hedeker Wealth LLC’s portfolio, making the stock its 3rd largest position. Hedeker Wealth LLC’s holdings in Microsoft were worth $22,845,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bright Financial Advisors Inc. lifted its position in Microsoft by 19.8% during the 4th quarter. Bright Financial Advisors Inc. now owns 2,317 shares of the software giant’s stock worth $1,121,000 after acquiring an additional 383 shares during the period. Kelsey Financial LLC acquired a new stake in Microsoft during the 4th quarter worth about $1,029,000. Burney Co. lifted its position in Microsoft by 13.4% during the 4th quarter. Burney Co. now owns 162,488 shares of the software giant’s stock worth $78,582,000 after acquiring an additional 19,189 shares during the period. Legacy Financial Strategies LLC lifted its position in Microsoft by 0.8% during the 4th quarter. Legacy Financial Strategies LLC now owns 9,961 shares of the software giant’s stock worth $4,818,000 after acquiring an additional 75 shares during the period. Finally, U.S. Capital Wealth Advisors LLC lifted its position in Microsoft by 1.2% during the 4th quarter. U.S. Capital Wealth Advisors LLC now owns 122,602 shares of the software giant’s stock worth $59,293,000 after acquiring an additional 1,449 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling

In related news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction dated Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of analysts have commented on MSFT shares. HSBC lowered their price target on Microsoft from $593.00 to $571.00 in a research report on Thursday. KeyCorp lowered their price target on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research report on Thursday, January 29th. Royal Bank Of Canada reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday, April 27th. Finally, Raymond James Financial lowered their price target on Microsoft from $580.00 to $540.00 and set an “outperform” rating for the company in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $556.15.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 results and the earnings call highlighted 40%+ Azure/cloud growth and accelerating AI monetization, giving investors confidence in the company’s long-term AI revenue runway. Microsoft Earnings Call: AI Growth Surges, Margins Squeezed
• Positive Sentiment: The U.S. Pentagon signed agreements allowing Microsoft’s AI tech on classified networks — a credibility and contract win that can translate into long-term, high?value government revenue. Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
• Positive Sentiment: Analyst actions include several price?target raises and reaffirmations (Benchmark raised to $525, others keep buy ratings), signaling continued bullish conviction among some buy?side firms. Microsoft Corp. (MSFT) Price Target Increased to $525 by Benchmark
• Positive Sentiment: Product catalyst: rollout of Windows 11’s new Xbox Mode supports consumer engagement and adds a near?term, tangible product story for the stock. Microsoft Stock (MSFT) Jumps on Windows 11 Xbox Mode Rollout
• Neutral Sentiment: The revised Microsoft–OpenAI relationship (ending exclusivity) is being parsed by markets: it reduces some exclusivity upside but clarifies commercial terms that could be neutral-to-positive longer term depending on monetization. Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock
• Neutral Sentiment: Commentary from TV/hosts (e.g., Jim Cramer) describes MSFT as attractively valued but notes limited new messaging on the call — this shapes retail sentiment but isn’t new fundamental data. Jim Cramer on Microsoft: “Maybe You Can Consider It Cheap, But It’s Software”
• Negative Sentiment: Investors remain focused on record capex (roughly $190B guidance) and the near?term hit to free cash flow — that spending narrative caused the post?earnings pullback and continues to cap the multiple. Beat meets bill: MSFT stock slips on AI expenditure concerns despite strong Q3
• Negative Sentiment: Goldman’s note flagging extreme cloud cash burn and other outlets highlighting the industry’s rising AI capex raises concern that spending could pressure margins and returns if monetization lags. Microsoft, Amazon On Watch ? Goldman Sounds Alarm On 90% Cloud Cash Burn
• Negative Sentiment: Some brokers trimmed price targets or cut upside on valuation as they bake in capex risk (HSBC cut its target), keeping a portion of the market cautious. HSBC Cuts Microsoft Price Target to $571 From $593

Microsoft Price Performance

NASDAQ:MSFT opened at $414.41 on Friday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The stock has a 50 day moving average of $395.28 and a two-hundred day moving average of $448.37. The company has a current ratio of 1.28, a quick ratio of 1.38 and a debt-to-equity ratio of 0.08. The firm has a market cap of $3.08 trillion, a P/E ratio of 24.67, a price-to-earnings-growth ratio of 1.53 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate 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 analyst estimates of $81.44 billion. During the same period in the previous year, the business earned $3.46 EPS. Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. On average, analysts expect that Microsoft Corporation will post 16.6 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be given a $0.91 dividend. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s dividend payout ratio is 22.76%.

Microsoft 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).