Microsoft Corporation $MSFT Shares Sold by Shelton Wealth Management LLC

Shelton Wealth Management LLC lessened its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 22.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,399 shares of the software giant’s stock after selling 1,282 shares during the period. Microsoft accounts for approximately 1.0% of Shelton Wealth Management LLC’s holdings, making the stock its 23rd biggest position. Shelton Wealth Management LLC’s holdings in Microsoft were worth $2,278,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of MSFT. Vanguard Group Inc. increased its position in Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after buying an additional 13,691,572 shares during the period. State Street Corp boosted its holdings in shares of Microsoft by 1.1% during the second quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after acquiring an additional 3,166,275 shares during the period. Geode Capital Management LLC grew its position in shares of Microsoft by 2.0% during the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock worth $88,714,256,000 after acquiring an additional 3,532,054 shares during the last quarter. Norges Bank acquired a new stake in shares of Microsoft in the 2nd quarter worth about $50,493,678,000. Finally, Kingstone Capital Partners Texas LLC lifted its position in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wedbush reiterated an Outperform and set a $625 price target, calling MSFT a “core AI winner” — this boosts buy-side conviction that Microsoft will convert AI investments into outsized revenue and supports higher multiple expansion. Wedbush Calls Microsoft (MSFT) a Core AI Winner With $625 Price Target
• Positive Sentiment: Analyst and media pieces (Seeking Alpha et al.) argue Microsoft is the “real AI winner in plain sight,” reinforcing the narrative that Azure, Copilot integrations and enterprise lock‑in position MSFT to capture long‑term AI revenue. Microsoft: The Real AI Winner Hiding In Plain Sight
• Positive Sentiment: MarketBeat highlights Microsoft’s durable switching costs (Office, Azure, identity) and embedded enterprise workflows — a reminder to investors that customer stickiness can protect margins and sustain recurring revenue. Microsoft May Look Pricey, But Customers Can’t Walk Away
• Neutral Sentiment: OpenAI (which Microsoft backs) appears closer to showing ads in ChatGPT — a potential new revenue lever but uncertain timing/monetization; investors view this as a watch item rather than an immediate earnings driver. OpenAI Is Getting Closer to Showing Ads on ChatGPT
• Neutral Sentiment: Social/quant summaries note strong Azure/AI growth but also heavy FY25 capex and significant insider sales; these data points keep volatility elevated as investors debate growth vs. capital intensity. Microsoft Stock (MSFT) Opinions on AI and Cloud Growth
• Negative Sentiment: Reports question whether Microsoft is “overbuilding” data centers and note Copilot adoption challenges; rising capex and slower-than-expected enterprise adoption could pressure margins and temper near‑term returns. Is Microsoft overbuilding? Microsoft stock (NASDAQ:MSFT) ticks up with mounting concern
• Negative Sentiment: Coverage noting Copilot adoption friction and Nadella stepping in as product overseer raises execution risk headlines — such operational concerns can fuel short‑term selling despite the longer‑term AI story. Microsoft CEO Satya Nadella steps up as AI product overseer amid Copilot adoption challenges

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent analyst reports. Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. DA Davidson reiterated a “buy” rating and set a $650.00 price objective on shares of Microsoft in a research report on Thursday, December 4th. Citigroup increased their price objective on Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. Finally, Raymond James Financial reduced their price target on Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $631.03.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the sale, the executive vice president directly owned 55,782 shares in the company, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at $63,577,620.48. The trade was a 8.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 54,100 shares of company stock valued at $27,598,872 in the last quarter. Insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.2%

Shares of MSFT stock opened at $487.61 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock has a market cap of $3.62 trillion, a PE ratio of 34.68, a price-to-earnings-growth ratio of 1.83 and a beta of 1.07. The business’s fifty day moving average is $497.67 and its 200-day moving average is $503.31. The company has a debt-to-equity ratio of 0.10, a quick ratio of 1.39 and a current ratio of 1.40.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company’s revenue was up 18.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.30 earnings per share. Equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Microsoft 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).