Microsoft Corporation $MSFT Stock Holdings Lessened by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC lowered its stake in Microsoft Corporation (NASDAQ:MSFT) by 11.1% during the second quarter, Holdings Channel.com reports. The fund owned 117,102 shares of the software giant’s stock after selling 14,641 shares during the quarter. Microsoft comprises 4.1% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 4th biggest position. KMG Fiduciary Partners LLC’s holdings in Microsoft were worth $43,681,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC lifted its position in shares of 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 acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft in the 4th quarter valued at $36,000. Fairway Wealth LLC boosted its stake in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the last quarter. Finally, University of Illinois Foundation purchased a new stake in shares of Microsoft during the second quarter worth $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 37,310 shares of company stock valued at $17,256,219. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. The Goldman Sachs Group reiterated a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Evercore set a $528.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Scotiabank reaffirmed an “outperform” rating and set a $510.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Wolfe Research reiterated an “outperform” rating and issued a $550.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Finally, TD Cowen reissued a “buy” rating and issued a $540.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $560.27.

Microsoft Trading Up 0.9%

Shares of MSFT stock opened at $496.37 on Thursday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The company’s 50-day moving average price is $425.67 and its 200-day moving average price is $411.00. The stock has a market cap of $3.69 trillion, a price-to-earnings ratio of 27.64, a PEG ratio of 1.58 and a beta of 1.11.

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

Microsoft Dividend Announcement

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

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft agreed to a long-term partnership with Saudi Arabia’s HUMAIN to bring its ALLAM Arabic-language AI models to Microsoft Foundry and Microsoft 365 Copilot. The deal expands Azure’s enterprise AI reach in the Middle East and adds regional-language capabilities to Microsoft’s ecosystem. Microsoft Expands Middle East AI Footprint Through Long-Term HUMAIN Deal
• Positive Sentiment: China’s Moonshot AI is reportedly discussing revenue-sharing arrangements with Microsoft, Amazon and Alphabet that could allow the cloud providers to host its Kimi K3 model. If completed, the arrangement could generate additional Azure consumption and provide access to a large pool of enterprise AI customers. China’s Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing
• Positive Sentiment: Microsoft’s roughly $678 billion commercial backlog and growing reliance on Azure for AI workloads—including demand from major customers such as Meta—continue to reinforce the long-term revenue outlook. Pershing Square’s decision to make Microsoft its largest AI holding also provides a favorable institutional signal. Microsoft Rises as $678 Billion Backlog Defies Tech Selloff
• Neutral Sentiment: Microsoft is developing its own Maia 300 AI chip, potentially reducing dependence on third-party GPUs and improving inference economics over time. However, custom silicon requires significant upfront investment, and the financial benefits remain unproven. OpenAI’s Jalapeño Chip Could Change the AI Hardware Race
• Negative Sentiment: Investors remain concerned that Microsoft’s AI capacity is converting into cash more slowly than expected. Fulfilling the backlog requires a historically large data-center buildout, while rising memory and server costs are increasing pressure on capital spending and near-term margins. Microsoft’s AI Capacity Is Selling – But Cash Conversion Is Lagging
• Negative Sentiment: Critics say Microsoft provides insufficient disclosure on AI revenue, costs and capital allocation, making it difficult to assess returns on its AI investments. A slightly hotter-than-expected core PCE reading also creates a broader valuation headwind for richly valued technology shares. Microsoft Is Leaving Investors Flying Blind on Its AI Businesses

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).