Aaron Wealth Advisors LLC Trims Stock Position in Microsoft Corporation $MSFT

03 Jul 2026, 03:34 by Scott Moore · The Cerbat Gem

Aaron Wealth Advisors LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.9% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 93,286 shares of the software giant’s stock after selling 13,791 shares during the period. Microsoft comprises approximately 2.0% of Aaron Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Aaron Wealth Advisors LLC’s holdings in Microsoft were worth $34,532,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares during the period. Bernzott Capital Advisors purchased a new stake in Microsoft in the fourth quarter worth about $34,000. Timmons Wealth Management LLC bought a new position in Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC increased its position in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the period. Finally, LSV Asset Management purchased a new position in Microsoft during the 4th quarter valued at about $44,000. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the firm’s stock in a transaction dated 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 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft launched Microsoft Frontier Company, a new $2.5 billion AI implementation business that will embed about 6,000 engineers, consultants and support specialists inside customer operations to speed enterprise AI adoption. Reuters: Microsoft launches firm to help companies adopt AI with $2.5 billion
Positive Sentiment: Several reports and commentary said the new AI unit reinforces Microsoft’s leadership in enterprise AI and could drive more Azure and Copilot usage, helping explain the stock’s strength. GeekWire: Microsoft announces $2.5B ‘Frontier Company’ to embed AI engineers inside customers
Positive Sentiment: Microsoft’s enterprise AI momentum was also supported by a new five-year deal with Haleon to expand AI, cloud and data technology across the health company’s operations. MarketBeat: Meta’s AI Compute Push Could Turn Its Massive CapEx Bill Into a Competitive Weapon
Neutral Sentiment: Microsoft is reportedly preparing another round of layoffs, potentially affecting thousands of workers in sales, consulting and Xbox, as it keeps pouring money into AI infrastructure. This may help costs over time, but it also highlights ongoing restructuring and margin pressure. Reuters: Microsoft partners with Singapore’s Lightstorm to build India-Southeast Asia undersea cable
Negative Sentiment: Investor sentiment is also being weighed by a securities fraud class action and related deadline reminders, which add legal uncertainty to the name. PRNewswire: Microsoft Corporation (MSFT) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

Microsoft Price Performance

Shares of MSFT opened at $390.49 on Friday. The company has a 50 day moving average of $406.99 and a two-hundred day moving average of $418.05. 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 twelve month low of $349.20 and a twelve month high of $555.45. The company has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.24, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13.

Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping 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 business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the firm posted $3.46 earnings per share. The business’s quarterly revenue was up 18.3% on a year-over-year basis. As a group, analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. 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 currently 21.67%.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. New Street Research lowered their price target on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Citizens Jmp started coverage on shares of Microsoft in a report on Monday, June 1st. They set an “outperform” rating and a $550.00 price objective on the stock. Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. DA Davidson dropped their target price on Microsoft from $650.00 to $550.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Finally, China Renaissance cut their price target on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $560.86.

View Our Latest Stock Report on Microsoft

Microsoft Profile

(Free Report)

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).