Delta Asset Management LLC TN trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 417,532 shares of the software giant’s stock after selling 7,095 shares during the quarter. Microsoft accounts for about 17.4% of Delta Asset Management LLC TN’s holdings, making the stock its largest holding. Delta Asset Management LLC TN’s holdings in Microsoft were worth $201,927,000 as of its most recent filing with the Securities and Exchange Commission.
Other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC increased its stake 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 period. Bernzott Capital Advisors purchased a new position in Microsoft in the 4th quarter worth approximately $34,000. Fairway Wealth LLC increased its stake in 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. Sellwood Investment Partners LLC purchased a new position in Microsoft in the 3rd quarter worth approximately $49,000. Finally, University of Illinois Foundation purchased a new position in Microsoft in the 2nd quarter worth approximately $50,000. 71.13% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Microsoft
In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.
Microsoft News Roundup
- Positive Sentiment: Microsoft’s Build 2026 announcements and related coverage continued to reinforce the company’s AI growth story, including new in-house models, agent tools, Windows upgrades, and enterprise AI infrastructure that could deepen its competitive position. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
- Positive Sentiment: Multiple articles highlighted Microsoft’s AI revenue run rate crossing $37 billion, suggesting strong monetization from Azure, Copilot, and enterprise AI offerings. Microsoft’s AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
- Positive Sentiment: Wall Street sentiment remains supportive, with TD Cowen reiterating a buy rating and a $540 target, while other analysts and investors continue to frame Microsoft as a durable long-term AI and cloud leader. The Market Is Undervaluing Microsoft, Says Analyst
- Positive Sentiment: Bill Ackman’s bullish comments comparing Microsoft, Meta, and Amazon to long-term compounding opportunities also added to the constructive investment narrative around MSFT. Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago
- Neutral Sentiment: Microsoft announced Reid Hoffman will leave its board after nearly a decade; the move appears planned, though it removes a board member closely associated with the LinkedIn/OpenAI relationship. LinkedIn co-founder Reid Hoffman to step down from Microsoft’s board
- Neutral Sentiment: Microsoft is also attracting attention for broader AI ecosystem developments, including fusion power support from Helion and network-security integration for AI agents, which are positive long-term but not immediate stock catalysts. Helion, the Sam Altman-backed fusion startup, raises $465M to build a power plant for Microsoft
- Negative Sentiment: Several pieces flagged technical weakness in Microsoft’s chart and said the stock’s recent rejection at resistance could weigh on the broader software trade. Microsoft Stock Charts Look Vulnerable. Software Stocks Could Follow.
- Negative Sentiment: Commentary around Satya Nadella rebuking an internal “make people addicted” AI memo and renewed concern over Microsoft’s relationship with OpenAI may be creating some short-term reputational and partnership noise. Reid Hoffman to Leave Microsoft’s Board of Directors
Microsoft Trading Down 2.7%
NASDAQ MSFT opened at $416.67 on Friday. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The firm has a market capitalization of $3.10 trillion, a PE ratio of 24.80, a P/E/G ratio of 1.50 and a beta of 1.11. The stock’s 50 day moving average is $407.63 and its 200 day moving average is $432.07.
Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the company posted $3.46 earnings per share. The firm’s revenue was up 18.3% on a year-over-year basis. Research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.
Microsoft Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s payout ratio is 21.67%.
Wall Street Analysts Forecast Growth
A number of brokerages have commented on MSFT. Phillip Securities raised Microsoft to a “buy” rating and set a $485.00 price target on the stock in a research note on Wednesday, May 13th. Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a research report on Friday, May 22nd. New Street Research cut their price objective on Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft cut their price objective on Microsoft from $575.00 to $550.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Finally, Rothschild & Co Redburn cut their price objective on Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Forty-one equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $561.20.
View Our Latest Stock Analysis on MSFT
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).
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