Microsoft Corporation (NASDAQ:MSFT) Shares Sold by Whalen Wealth Management Inc.

01 Aug 2025, 11:32 by Doug Wharley · The Cerbat Gem

Whalen Wealth Management Inc. trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 65.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,587 shares of the software giant’s stock after selling 4,907 shares during the period. Whalen Wealth Management Inc.’s holdings in Microsoft were worth $971,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in the business. Brady Martz Wealth Solutions LLC grew its position in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after buying an additional 95 shares during the last quarter. Mcdaniel Terry & Co. lifted its position in Microsoft by 6.1% in the fourth quarter. Mcdaniel Terry & Co. now owns 315,594 shares of the software giant’s stock valued at $133,023,000 after acquiring an additional 18,052 shares during the last quarter. 1900 Wealth Management LLC boosted its stake in Microsoft by 3.0% in the fourth quarter. 1900 Wealth Management LLC now owns 10,140 shares of the software giant’s stock valued at $4,274,000 after acquiring an additional 294 shares in the last quarter. Strategic Financial Services Inc. grew its holdings in shares of Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock worth $7,345,000 after purchasing an additional 1,268 shares during the last quarter. Finally, Elevate Wealth Advisory Inc. grew its holdings in shares of Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock worth $737,000 after purchasing an additional 1,043 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of MSFT stock opened at $533.50 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.36 and a current ratio of 1.37. The stock has a fifty day moving average price of $488.46 and a 200 day moving average price of $434.13. The stock has a market cap of $3.97 trillion, a PE ratio of 39.11, a P/E/G ratio of 2.33 and a beta of 1.04.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 33.49% and a net margin of 36.15%. The company’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.95 EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be issued a dividend of $0.83 per share. The ex-dividend date is Thursday, August 21st. This represents a $3.32 annualized dividend and a dividend yield of 0.6%. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 3,000 shares of Microsoft stock in a transaction dated Tuesday, June 3rd. The stock was sold at an average price of $463.00, for a total value of $1,389,000.00. Following the completion of the sale, the executive vice president owned 43,930 shares in the company, valued at $20,339,590. The trade was a 6.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Amy Coleman sold 13,243 shares of the company’s stock in a transaction that occurred on Thursday, May 15th. The stock was sold at an average price of $452.01, for a total transaction of $5,985,968.43. Following the transaction, the executive vice president directly owned 43,100 shares of the company’s stock, valued at $19,481,631. This trade represents a 23.50% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 60,743 shares of company stock valued at $27,520,933. 0.03% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on MSFT. Citigroup upped their target price on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research report on Tuesday, July 22nd. Needham & Company LLC reiterated a “buy” rating on shares of Microsoft in a research note on Thursday, May 1st. Oppenheimer raised their target price on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research report on Thursday. Sanford C. Bernstein upped their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target for the company in a research note on Thursday. Three analysts have rated the stock with a hold rating and thirty have issued a buy rating to the company. According to data from MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $609.86.

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