Microsoft Corporation $MSFT Shares Sold by Strategic Advisors LLC

Posted by Francis Steltz on Oct 25th, 2026

Strategic Advisors LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 13.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 59,037 shares of the software giant’s stock after selling 9,396 shares during the period. Microsoft makes up approximately 4.1% of Strategic Advisors LLC’s portfolio, making the stock its 5th biggest holding. Strategic Advisors LLC’s holdings in Microsoft were worth $22,022,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. Bank of America Corp DE purchased a new stake in shares of Microsoft during the 2nd quarter valued at $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Microsoft by 0.9% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock worth $24,013,297,000 after acquiring an additional 543,172 shares during the last quarter. Legal & General Group Plc purchased a new position in Microsoft in the second quarter worth $18,306,443,000. Amundi increased its stake in Microsoft by 30.8% in the first quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after acquiring an additional 9,814,598 shares during the last quarter. Finally, Dimensional Fund Advisors LP increased its stake in Microsoft by 10.5% in the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock valued at $10,852,884,000 after acquiring an additional 2,784,809 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Azure and earnings expectations remain strong. Bank of America reaffirmed its Buy rating and forecast approximately 44.8% Azure growth. Analysts expect quarterly results to be broadly in line with estimates, with Azure strength potentially offsetting heavy investment in AI infrastructure. Microsoft Stock Forecast: BofA Reaffirms Buy Ahead of Earnings
Positive Sentiment: Microsoft’s custom silicon and security businesses could support future cloud margins. The Maia AI accelerator and other internally developed chips may reduce reliance on Nvidia, improve cost control and retain more economics from Microsoft’s AI services. Investors are also watching whether security growth helps offset data-center expenses. Microsoft: Security And Silicon Set The Stage For Cloud Margin Recovery
Positive Sentiment: Medical AI results add another potential growth opportunity. Microsoft’s MAI-DxO reportedly diagnosed complex cases more than twice as often as general physicians in a simulation, strengthening the company’s positioning in healthcare AI, although commercialization and regulatory hurdles remain. Microsoft develops AI tool that can diagnose sequentially like a doctor
Neutral Sentiment: The upcoming report is a major near-term catalyst. Investors will focus on Azure growth, Copilot adoption, AI monetization, capital expenditures, backlog conversion and management’s outlook. The stock is trading near its yearly high, raising expectations for a strong forecast. Microsoft’s Earnings Problem: Even Great May Not Be Enough
Negative Sentiment: AI spending and market conditions could pressure valuation and margins. Investors have recently sold some technology shares when companies raised infrastructure budgets, while a weaker overall market and higher oil prices have added volatility. Microsoft’s large data-center investment must translate into revenue growth to justify the spending. Microsoft Earnings Report To Focus On AI Momentum, Capex
Negative Sentiment: Operational and product concerns remain. Microsoft withdrew from a U.K. data-center deal because of power-delivery delays, and Xbox cloud-streaming price changes have generated customer friction. Former CEO Bill Gates has also warned about AI safety risks, potentially increasing regulatory scrutiny. Microsoft pulls out of UK Nscale data centre deal over power delay

Insider Buying and Selling

In related news, EVP Amy Hood sold 7,305 shares of the stock in a transaction dated Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the completion of the sale, the executive vice president directly owned 555,396 shares in the company, valued at $302,924,086.32. This represents a 1.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 150,314 shares of company stock valued at $75,404,992. 0.03% of the stock is owned by insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $524.51 on Friday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.90 trillion, a PE ratio of 29.20, a PEG ratio of 1.68 and a beta of 1.10. The company’s fifty day moving average is $508.51 and its 200 day moving average is $446.17. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the firm earned $3.65 earnings per share. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. Research analysts anticipate that Microsoft Corporation will post 19.66 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is presently 20.27%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Mizuho raised their price target on Microsoft from $510.00 to $600.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. BNP Paribas Exane cut Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Stifel Nicolaus upgraded Microsoft from a “hold” rating to a “buy” rating and increased their price objective for the company from $530.00 to $575.00 in a research report on Tuesday, September 22nd. Oppenheimer raised their price objective on Microsoft from $515.00 to $570.00 and gave the company an “outperform” rating in a report on Tuesday, September 22nd. Finally, Evercore upgraded Microsoft from an “underperform” rating to an “outperform” rating in a research report on Monday, October 5th. Forty-three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $592.15.

Check Out Our Latest Analysis on Microsoft

Microsoft Company Profile

(Free Report)

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.