Microsoft Corporation $MSFT Holdings Reduced by Kercheville Advisors LLC

Posted by Geri Gentry on May 22nd, 2026

Kercheville Advisors LLC decreased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 17,216 shares of the software giant’s stock after selling 4,710 shares during the period. Microsoft makes up approximately 2.2% of Kercheville Advisors LLC’s holdings, making the stock its 16th biggest position. Kercheville Advisors LLC’s holdings in Microsoft were worth $7,767,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its position in 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 purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft in the 3rd quarter worth approximately $38,000. Fairway Wealth LLC lifted its stake 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 acquiring an additional 66 shares during the period. Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft in the 3rd quarter worth approximately $49,000. Finally, University of Illinois Foundation acquired a new stake in shares of Microsoft in the 2nd quarter worth approximately $50,000. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 0.5%

MSFT stock opened at $419.09 on Friday. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm has a market cap of $3.11 trillion, a PE ratio of 24.95, a P/E/G ratio of 1.52 and a beta of 1.10. The firm has a 50 day simple moving average of $399.10 and a 200 day simple moving average of $437.61. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

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

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio is currently 21.67%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on MSFT. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. Robert W. Baird reduced their price target on shares of Microsoft from $540.00 to $500.00 and set an “outperform” rating for the company in a research note on Wednesday, April 15th. KeyCorp reduced their price target on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research note on Thursday, January 29th. Barclays reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, May 7th. Finally, DZ Bank reaffirmed a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Thirty-nine analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $560.88.

Read Our Latest Report on Microsoft

Insider Activity at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred 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 sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $18,922,874.02. This represents a 2.67% 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.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft and EY announced a $1 billion partnership to help enterprises launch and scale AI projects, which could support future Azure usage and Copilot adoption. Microsoft and EY Team to Promote Corporate AI Adoption
Positive Sentiment: Reports said Anthropic is in talks to rent servers powered by Microsoft’s Maia AI chips, a sign Microsoft’s in-house silicon strategy may be gaining traction with major AI customers. Anthropic in talks to use Microsoft’s AI chips, The Information reports
Positive Sentiment: Analysts remain constructive on Microsoft’s AI opportunity, with commentary that AI compute demand is becoming a major growth engine for the company. Microsoft, Oracle Stand To Benefit As AI Compute Becomes The New Oil
Neutral Sentiment: Microsoft’s largest data center in India is still on track to open by mid-2026, reinforcing the company’s ongoing global cloud expansion. Microsoft (MSFT)’s Largest Data Center In India Is On Track To Open By Mid-2026
Negative Sentiment: Some market coverage focused on concerns that Microsoft’s aggressive AI capex could be weighing on sentiment, with investors questioning whether spending is outrunning near-term returns. Microsoft Falls 12% As AI Spending Concerns Pressure S&P 500
Negative Sentiment: The UK CMA also opened a probe into Microsoft’s software practices, adding a regulatory overhang to the stock. UK CMA Opens Probe Into Microsoft (MSFT) Software Practices

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).

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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