FSM Wealth Advisors LLC Sells 2,268 Shares of Microsoft Corporation $MSFT

FSM Wealth Advisors LLC lessened its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 29,149 shares of the software giant’s stock after selling 2,268 shares during the period. Microsoft accounts for 1.9% of FSM Wealth Advisors LLC’s holdings, making the stock its 16th biggest holding. FSM Wealth Advisors LLC’s holdings in Microsoft were worth $14,097,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% in the second 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. Bayforest Capital Ltd acquired a new stake in Microsoft in the third quarter worth $38,000. LSV Asset Management acquired a new stake in Microsoft in the fourth quarter worth $44,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft in the third quarter worth $49,000. Finally, Daytona Street Capital LLC acquired a new stake in Microsoft in the fourth quarter worth $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on MSFT shares. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a report on Thursday. Melius Research set a $430.00 price target on shares of Microsoft in a report on Monday, February 9th. Evercore reduced their price target on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating for the company in a report on Thursday. Mizuho reduced their price objective on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a report on Tuesday, April 14th. Finally, Stifel Nicolaus lifted their price objective on shares of Microsoft from $392.00 to $415.00 and gave the company a “hold” rating in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $556.15.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 results and the earnings call highlighted 40%+ Azure/cloud growth and accelerating AI monetization, giving investors confidence in the company’s long-term AI revenue runway. Microsoft Earnings Call: AI Growth Surges, Margins Squeezed
• Positive Sentiment: The U.S. Pentagon signed agreements allowing Microsoft’s AI tech on classified networks — a credibility and contract win that can translate into long-term, high‑value government revenue. Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
• Positive Sentiment: Analyst actions include several price‑target raises and reaffirmations (Benchmark raised to $525, others keep buy ratings), signaling continued bullish conviction among some buy‑side firms. Microsoft Corp. (MSFT) Price Target Increased to $525 by Benchmark
• Positive Sentiment: Product catalyst: rollout of Windows 11’s new Xbox Mode supports consumer engagement and adds a near‑term, tangible product story for the stock. Microsoft Stock (MSFT) Jumps on Windows 11 Xbox Mode Rollout
• Neutral Sentiment: The revised Microsoft–OpenAI relationship (ending exclusivity) is being parsed by markets: it reduces some exclusivity upside but clarifies commercial terms that could be neutral-to-positive longer term depending on monetization. Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock
• Neutral Sentiment: Commentary from TV/hosts (e.g., Jim Cramer) describes MSFT as attractively valued but notes limited new messaging on the call — this shapes retail sentiment but isn’t new fundamental data. Jim Cramer on Microsoft: “Maybe You Can Consider It Cheap, But It’s Software”
• Negative Sentiment: Investors remain focused on record capex (roughly $190B guidance) and the near‑term hit to free cash flow — that spending narrative caused the post‑earnings pullback and continues to cap the multiple. Beat meets bill: MSFT stock slips on AI expenditure concerns despite strong Q3
• Negative Sentiment: Goldman’s note flagging extreme cloud cash burn and other outlets highlighting the industry’s rising AI capex raises concern that spending could pressure margins and returns if monetization lags. Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
• Negative Sentiment: Some brokers trimmed price targets or cut upside on valuation as they bake in capex risk (HSBC cut its target), keeping a portion of the market cautious. HSBC Cuts Microsoft Price Target to $571 From $593

Microsoft Stock Up 1.6%

Microsoft stock opened at $414.41 on Friday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The stock has a market cap of $3.08 trillion, a PE ratio of 24.67, a price-to-earnings-growth ratio of 1.53 and a beta of 1.10. The firm’s 50-day simple moving average is $395.28 and its 200 day simple moving average is $448.37. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.38 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the previous year, the company earned $3.46 earnings per share. The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 16.6 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s payout ratio is 22.76%.

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).