waypoint wealth counsel Decreases Stake in Microsoft Corporation $MSFT

waypoint wealth counsel cut its position in Microsoft Corporation (NASDAQ:MSFT) by 17.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,902 shares of the software giant’s stock after selling 3,257 shares during the quarter. Microsoft comprises 2.9% of waypoint wealth counsel’s investment portfolio, making the stock its 9th biggest position. waypoint wealth counsel’s holdings in Microsoft were worth $5,516,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Walleye Partners LLC increased its holdings in shares of Microsoft by 33.8% in the first quarter. Walleye Partners LLC now owns 2,031 shares of the software giant’s stock worth $752,000 after purchasing an additional 513 shares during the period. North Star Investment Management Corp. raised its position in shares of Microsoft by 0.9% in the first quarter. North Star Investment Management Corp. now owns 96,546 shares of the software giant’s stock worth $35,739,000 after buying an additional 827 shares in the last quarter. 3Chopt Investment Partners LLC boosted its stake in Microsoft by 16.7% during the first quarter. 3Chopt Investment Partners LLC now owns 26,892 shares of the software giant’s stock valued at $9,955,000 after buying an additional 3,855 shares during the period. Three Magnolias Financial Advisors LLC boosted its stake in Microsoft by 1.9% during the first quarter. Three Magnolias Financial Advisors LLC now owns 7,527 shares of the software giant’s stock valued at $2,786,000 after buying an additional 140 shares during the period. Finally, Continuum Advisory LLC grew its position in Microsoft by 2.8% during the first quarter. Continuum Advisory LLC now owns 53,285 shares of the software giant’s stock worth $19,725,000 after buying an additional 1,458 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on MSFT. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Sanford C. Bernstein lowered Microsoft from an “outperform” rating to a “hold” rating in a report on Monday. New Street Research decreased their price objective on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Finally, TD Cowen reiterated a “buy” rating and set a $540.00 target price on shares of Microsoft in a research report on Thursday, June 4th. Forty analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $560.98.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is shifting more Excel and Outlook AI prompts to its own MAI models instead of relying on OpenAI and Anthropic, a move that could reduce AI costs and improve long-term profitability. Microsoft joins AI cost-cutting trend by relying more on its own models
• Positive Sentiment: Several analysts and market commentators argue Microsoft is trading at a rare discount after its recent pullback, suggesting some investors see the sell-off as a buying opportunity ahead of earnings later this month. Microsoft (MSFT) Is Trading at a Rare Discount. I See a Buying Opportunity
• Neutral Sentiment: Microsoft announced it will report fiscal fourth-quarter 2026 results on July 29, keeping attention on cloud growth, AI spending, and whether margin pressure is easing. Microsoft announces quarterly earnings release date
• Neutral Sentiment: Microsoft continues to get positive attention from some market voices, including CNBC’s “Final Trades,” but this is more sentiment support than a direct fundamental catalyst. Nvidia, Microsoft, ServiceNow And More On CNBC’s ‘Final Trades’
• Negative Sentiment: Microsoft’s Xbox unit is facing a deep reset, including roughly 3,200 job cuts and studio divestitures, reinforcing concerns that parts of the business are struggling and that layoffs may not be done yet. Microsoft’s Xbox to Cut 3200 Jobs, Divest Five Studios in Major Overhaul
• Negative Sentiment: Microsoft is also dealing with multiple shareholder lawsuits and deadline reminders tied to alleged securities fraud and Copilot-related disclosures, which adds an overhang on sentiment. MSFT Investment Loss: Microsoft Investors that Lost Money after Copilot Functionality Issues Disclosed are Notified to Contact BFA Law about the Filed Securities Fraud Class Action

Microsoft Price Performance

MSFT opened at $383.34 on Thursday. The stock has a 50-day moving average price of $404.01 and a 200-day moving average price of $415.50. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. 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 stock has a market capitalization of $2.85 trillion, a P/E ratio of 22.82, a PEG ratio of 1.22 and a beta of 1.13.

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

Microsoft Dividend Announcement

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

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction 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 $18,922,874.02. This trade represents a 2.67% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by corporate insiders.

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).