Westfield Capital Management Co. LP Sells 84,017 Shares of Microsoft Corporation $MSFT

Westfield Capital Management Co. LP lessened its holdings in Microsoft Corporation (NASDAQ:MSFT) by 4.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,621,219 shares of the software giant’s stock after selling 84,017 shares during the quarter. Microsoft accounts for approximately 3.3% of Westfield Capital Management Co. LP’s investment portfolio, making the stock its 4th biggest position. Westfield Capital Management Co. LP’s holdings in Microsoft were worth $784,054,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft in the 4th quarter valued at $34,000. Fairway Wealth LLC boosted its holdings in shares of 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 acquiring an additional 66 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Microsoft during the 4th quarter valued at $44,000. Finally, Sellwood Investment Partners LLC acquired a new stake in shares of Microsoft during the 3rd quarter valued at $49,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to win business tied to AI infrastructure, including a new 260 MW solar supply deal for Microsoft’s power needs and fresh coverage highlighting strong Azure/AI demand, which supports the long-term cloud growth story. MN8 Energy Delivers 260 MW of Solar to Microsoft Across Two U.S. Power Markets
• Positive Sentiment: The company declared a quarterly dividend of $0.91 per share, reinforcing shareholder returns and signaling financial strength. Microsoft announces quarterly dividend
• Positive Sentiment: Several articles remain constructive on Microsoft’s AI strategy, arguing the stock is still a long-term buying opportunity as it expands agentic AI and Copilot across the enterprise. Microsoft Remains A Generational Buying Opportunity In The Agentic AI Era
• Neutral Sentiment: CEO Satya Nadella’s comments about using the right AI model for the job may help efficiency, but they also underscore Microsoft’s effort to control rising AI compute costs. Satya Nadella Warns Against AI Overuse
• Neutral Sentiment: Microsoft’s limits on Anthropic’s Claude usage and the scrutiny around AI data-retention policies point to tighter governance around third-party AI tools, but the direct financial impact looks limited for now. Microsoft limits employee use of Anthropic’s Claude Fable 5
• Negative Sentiment: Reports that Xbox is preparing major layoffs and a reset, plus broader gaming margin pressure, add to concerns about cost discipline and slower growth in that segment. Microsoft’s Xbox plans for major layoffs next month
• Negative Sentiment: News that Microsoft is cutting jobs in its Azure unit in China and broader warnings that the AI buildout may be less relentless than expected could weigh on sentiment around near-term AI spending and execution. Microsoft lays off hundreds from Azure unit in China
• Negative Sentiment: Separate commentary about AI data-center math “showing cracks” and rising opportunity cost suggests investors are becoming more cautious about how quickly Microsoft’s heavy AI investments can translate into profit. Wall Street’s $800 Billion AI Data Center Bet Is Showing Cracks

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the 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 sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This represents a 2.67% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 19,262 shares of company stock valued at $8,695,581. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Down 1.5%

NASDAQ MSFT opened at $397.36 on Thursday. The business’s 50-day moving average price is $410.24 and its two-hundred day moving average price is $429.80. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45. The firm has a market capitalization of $2.95 trillion, a PE ratio of 23.65, a price-to-earnings-growth ratio of 1.45 and a beta of 1.11. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business’s revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.46 EPS. On average, analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis 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%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on MSFT shares. Raymond James Financial downgraded Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. Dbs Bank cut their price objective on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Piper Sandler reissued an “overweight” rating on shares of Microsoft in a report on Tuesday, May 26th. William Blair reissued an “outperform” rating on shares of Microsoft in a report on Monday, March 9th. Finally, DZ Bank reissued a “buy” rating on shares of Microsoft in a report 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

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).