Forum Financial Management LP Sells 45,095 Shares of Microsoft Corporation $MSFT

Forum Financial Management LP decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 48.5% in the first quarter, Holdings Channel reports. The institutional investor owned 47,850 shares of the software giant’s stock after selling 45,095 shares during the quarter. Microsoft accounts for about 0.3% of Forum Financial Management LP’s holdings, making the stock its 25th biggest position. Forum Financial Management LP’s holdings in Microsoft were worth $17,713,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC increased its position in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after purchasing an additional 20 shares during the last quarter. Better Money Decisions LLC raised its stake in Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after purchasing an additional 21 shares in the last quarter. Endowment Wealth Management Inc. raised its stake in Microsoft by 0.4% during the third quarter. Endowment Wealth Management Inc. now owns 5,251 shares of the software giant’s stock valued at $2,720,000 after purchasing an additional 21 shares in the last quarter. Finally, Pollock Investment Advisors LLC lifted its position in Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after purchasing an additional 21 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Up 0.3%

Shares of NASDAQ MSFT opened at $384.36 on Friday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The firm has a 50-day simple moving average of $403.12 and a two-hundred day simple moving average of $414.79. The company has a market cap of $2.86 trillion, a P/E ratio of 22.88, a PEG ratio of 1.20 and a beta of 1.13. 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) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter in the prior year, the firm posted $3.46 earnings per share. The company’s quarterly revenue was up 18.3% on a year-over-year basis. Research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given 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, August 20th. Microsoft’s dividend payout ratio is 21.67%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Robert W. Baird dropped their price objective 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. Wolfe Research decreased their target price on shares of Microsoft from $570.00 to $525.00 and set an “outperform” rating on the stock in a research report on Monday. Sanford C. Bernstein downgraded shares of Microsoft from an “outperform” rating to a “hold” rating in a report on Monday. Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a research report on Monday. Finally, Benchmark reissued a “buy” rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Forty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average price target of $560.98.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to expand its AI strategy, including a new “Microsoft Frontier Company” unit backed by a $2.5 billion investment and staffed with thousands of industry and engineering experts to help customers adopt AI faster.
• Positive Sentiment: Haleon signed a five-year agreement with Microsoft to deploy agentic AI across global operations, showing that enterprise demand for Microsoft’s cloud and AI tools remains strong.
• Positive Sentiment: Microsoft’s recent earnings beat and revenue growth continue to support the long-term bull case, with the company still viewed as a key beneficiary of enterprise AI adoption.
• Neutral Sentiment: Microsoft announced its fiscal Q4 2026 earnings date for July 29, which keeps investor focus on upcoming results and guidance.
• Neutral Sentiment: Analysts and commentators remain split on the stock, with some arguing Microsoft is trading at a rare discount after a steep pullback, while others say heavy AI capital spending is clouding the near-term outlook.
• Negative Sentiment: Reports that Microsoft is replacing some OpenAI and Anthropic models with its own in-house AI tools have stirred debate, with investors interpreting it as both a cost-saving move and a sign that Microsoft is trying to control AI expenses more tightly.
• Negative Sentiment: Multiple articles highlighted rising AI infrastructure spending, including concerns that capex is growing faster than margin benefits, which is pressuring sentiment toward MSFT and other hyperscalers.
• Negative Sentiment: Microsoft disclosed a 25%–27% jump in greenhouse gas emissions as data center buildout accelerated, adding ESG and execution concerns to the AI expansion story.
• Negative Sentiment: Class-action lawsuit headlines and deadline reminders tied to alleged AI/Copilot misrepresentations are adding legal overhang and investor uncertainty.
• Negative Sentiment: Starbucks’ plan to use its own AI tools to cut software costs from vendors like Microsoft is feeding a broader narrative that large enterprises may eventually reduce third-party software spending.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at approximately $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 have sold 23,762 shares of company stock valued at $10,508,361 in the last quarter. 0.03% of the stock is owned by insiders.

About Microsoft

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).