Three Seasons Wealth LLC Trims Holdings in Microsoft Corporation $MSFT

Three Seasons Wealth LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 90.3% in the first quarter, HoldingsChannel reports. The firm owned 8,541 shares of the software giant’s stock after selling 79,787 shares during the quarter. Microsoft makes up 1.2% of Three Seasons Wealth LLC’s investment portfolio, making the stock its 22nd biggest position. Three Seasons Wealth LLC’s holdings in Microsoft were worth $3,162,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Longfellow Investment Management Co. LLC lifted its stake 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 acquiring an additional 20 shares during the period. Bernzott Capital Advisors purchased a new position in Microsoft during the 4th quarter valued at $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft during the 4th quarter valued at $36,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares in the last quarter. Finally, LSV Asset Management bought a new position in Microsoft in the 4th quarter worth $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Up 3.0%

NASDAQ:MSFT opened at $464.72 on Friday. The firm’s 50-day moving average price is $397.99 and its 200-day moving average price is $405.96. The company has a market capitalization of $3.45 trillion, a PE ratio of 25.88, a P/E/G ratio of 1.37 and a beta of 1.13. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.27. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the business earned $3.65 EPS. Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. On average, equities analysts predict that Microsoft Corporation will post 19.45 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction that occurred on Monday, June 1st. The shares were 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 in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 23,762 shares of company stock valued at $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on MSFT shares. Arete Research lifted their target price on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Guggenheim reissued a “buy” rating and issued a $586.00 price target on shares of Microsoft in a research note on Monday, July 27th. DA Davidson restated a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a report on Thursday. Robert W. Baird cut their price objective on Microsoft from $540.00 to $500.00 and set an “outperform” rating on the stock in a research report on Wednesday, April 15th. Finally, Raymond James Financial downgraded Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $558.64.

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).