TrueWealth Financial Partners Decreases Stake in Microsoft Corporation $MSFT

TrueWealth Financial Partners decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 93.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 453 shares of the software giant’s stock after selling 6,491 shares during the period. TrueWealth Financial Partners’ holdings in Microsoft were worth $219,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Rayburn West Financial Services LLC purchased a new stake in Microsoft in the 4th quarter valued at about $10,995,000. Cardinal Point Capital Management ULC increased its stake in Microsoft by 8.1% in the 4th quarter. Cardinal Point Capital Management ULC now owns 28,504 shares of the software giant’s stock valued at $13,785,000 after buying an additional 2,133 shares during the last quarter. Crosspoint Financial LLC increased its stake in Microsoft by 191.6% in the 4th quarter. Crosspoint Financial LLC now owns 1,557 shares of the software giant’s stock valued at $753,000 after buying an additional 1,023 shares during the last quarter. Navalign LLC increased its stake in Microsoft by 0.7% in the 4th quarter. Navalign LLC now owns 6,898 shares of the software giant’s stock valued at $3,336,000 after buying an additional 51 shares during the last quarter. Finally, GR Financial Group LLC increased its stake in Microsoft by 24.2% in the 4th quarter. GR Financial Group LLC now owns 8,044 shares of the software giant’s stock valued at $3,890,000 after buying an additional 1,568 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft used Build 2026 to unveil new in-house AI models, agent tools, Windows upgrades, and quantum computing progress, reinforcing its long-term AI growth story and reducing reliance on OpenAI. Analysts Say Buy Microsoft Stock (MSFT) after Build 2026 Reinforces AI Growth Story
• Positive Sentiment: Jefferies and other Wall Street commentators praised Microsoft’s model-agnostic enterprise AI strategy, saying its platform, governance tools, and Azure ecosystem position it well in the enterprise AI race. Microsoft’s model-agnostic AI strategy earns praise from Jefferies
• Positive Sentiment: Analysts reiterated bullish views and price targets, including TD Cowen’s reaffirmed Buy rating, which supports the view that MSFT still has meaningful upside if AI revenue keeps scaling. Microsoft reiterated buy rating and price target
• Positive Sentiment: Microsoft’s AI revenue run rate reportedly crossed $37 billion, and multiple reports highlighted strong Azure and Copilot demand, suggesting monetization is accelerating. Microsoft’s AI Revenue Run Rate Just Crossed $37 Billion. Is It the Best AI Stock to Buy Now?
• Neutral Sentiment: Microsoft’s Q3 results beat estimates on both revenue and EPS, but some coverage said the stock still fell after the report because investors remain cautious about how much AI spending will pressure margins. Microsoft (MSFT) Slid Despite Top and Bottom-Line Beats
• Neutral Sentiment: Microsoft’s new healthcare AI partnership with Mayo Clinic and other collaborations broaden the AI story, but they are still early-stage and not yet major financial drivers. Microsoft Bets Big On Healthcare AI, Teams Up With Mayo Clinic
• Negative Sentiment: Judson Althoff sold 15,500 shares, which can create short-term concern even though the sale was modest relative to his remaining stake. Microsoft (NASDAQ:MSFT) CEO Sells $7,145,345.00 in Stock
• Negative Sentiment: Several articles noted lingering worries about heavy AI capex, OpenAI relationship strain, and pricing pressure in GitHub Copilot, which could weigh on sentiment if investors question the payoff from Microsoft’s spending spree. GitHub Copilot users get a rude awakening as new AI pricing goes into effect

Wall Street Analyst Weigh In

Several equities research analysts have commented on MSFT shares. DA Davidson decreased their price objective on shares of Microsoft from $650.00 to $550.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Benchmark reiterated a “buy” rating and issued a $525.00 price objective (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. Wedbush reissued an “outperform” rating and set a $575.00 target price on shares of Microsoft in a research report on Wednesday, May 13th. Stifel Nicolaus raised their price target on shares of Microsoft from $392.00 to $415.00 and gave the stock a “hold” rating in a research note on Thursday, April 30th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Insider Activity at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Up 0.2%

Shares of MSFT stock opened at $428.05 on Friday. The company has a 50 day moving average of $406.72 and a 200-day moving average of $432.18. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The firm has a market cap of $3.18 trillion, a P/E ratio of 25.48, a PEG ratio of 1.54 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same period last year, the firm earned $3.46 EPS. Sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft’s dividend payout ratio (DPR) is 21.67%.

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).