Microsoft Corporation $MSFT Stock Holdings Decreased by KFA Private Wealth Group LLC

Posted by Francis Steltz on Jul 2nd, 2026

KFA Private Wealth Group LLC lessened its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 21.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,858 shares of the software giant’s stock after selling 1,641 shares during the quarter. KFA Private Wealth Group LLC’s holdings in Microsoft were worth $2,169,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% in 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 acquired a new position in Microsoft in the fourth quarter worth $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft in the fourth quarter worth $36,000. Fairway Wealth LLC increased its stake in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the last quarter. Finally, LSV Asset Management bought a new stake in Microsoft during the fourth quarter valued at $44,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $384.28 on Thursday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The firm’s 50-day simple moving average is $407.66 and its 200 day simple moving average is $418.67. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock has a market cap of $2.85 trillion, a P/E ratio of 22.87, a P/E/G ratio of 1.34 and a beta of 1.13.

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

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date 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%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Dbs Bank reduced their price target on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Rothschild & Co Redburn dropped their price objective on shares of Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research note on Thursday, April 23rd. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 target price for the company in a research note on Wednesday, May 13th. Finally, William Blair reaffirmed an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Forty-one equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $560.86.

View Our Latest Research Report on MSFT

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Haleon signed a new five-year collaboration with Microsoft to expand use of its AI, cloud, and data technologies, underscoring continued enterprise adoption of Microsoft’s AI stack. Article Title
Positive Sentiment: A Jefferies CIO survey showed Azure widening its lead over AWS among U.S. CIOs, supporting the case that Microsoft’s cloud momentum remains intact. Article Title
Positive Sentiment: Analysts remain constructive on the stock, with JMP Securities reaffirming an Outperform view after Copilot Cowork’s launch and other coverage pointing to Microsoft’s AI growth potential. Article Title
Neutral Sentiment: Microsoft is still drawing investor attention as a long-term AI winner, but several commentary pieces argue the stock is also under pressure from higher valuation scrutiny and broad Magnificent 7 weakness. Article Title
Negative Sentiment: Reports that Microsoft may cut thousands of jobs, including in Xbox, sales, and consulting, are fueling concern that heavy AI spending is pressuring margins and forcing cost reductions. Article Title
Negative Sentiment: Investor class-action notices tied to alleged Copilot/Azure misrepresentations are adding legal overhang and keeping sentiment cautious around MSFT. Article Title

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of the firm’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 transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft Profile

(Free Report)

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).