Microsoft Corporation $MSFT Stock Position Lowered by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 117,102 shares of the software giant’s stock after selling 14,641 shares during the period. Microsoft comprises approximately 4.1% of KMG Fiduciary Partners LLC’s investment portfolio, making the stock its 4th biggest holding. KMG Fiduciary Partners LLC’s holdings in Microsoft were worth $43,681,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during 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 in the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft in the 4th quarter valued at about $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the 4th quarter valued at about $36,000. Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% in 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 period. Finally, LSV Asset Management purchased a new stake in shares of Microsoft in the 4th quarter worth approximately $44,000. Institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently commented on MSFT shares. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research note on Thursday, July 30th. Wells Fargo & Company lifted their price target on Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a report on Wednesday, August 12th. Evercore set a $528.00 price objective on Microsoft in a research note on Thursday, July 30th. TD Cowen reaffirmed a “buy” rating and set a $540.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Finally, Raymond James Financial downgraded shares of Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $560.27.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction 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 sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company’s 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 completion of the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 37,310 shares of company stock valued at $17,256,219. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.9%

Shares of NASDAQ:MSFT opened at $496.37 on Thursday. The business’s 50-day moving average is $425.67 and its 200 day moving average is $411.00. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The firm has a market capitalization of $3.69 trillion, a P/E ratio of 27.64, a P/E/G ratio of 1.58 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results 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 business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter last year, the company earned $3.65 earnings per share. The company’s quarterly revenue was up 17.7% on a year-over-year basis. On average, research analysts predict that Microsoft Corporation will post 19.59 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. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Key Stories Impacting Microsoft

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 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).