Tiemann Investment Advisors LLC Has $12.26 Million Stock Position in Microsoft Corporation $MSFT

Tiemann Investment Advisors LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 7.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 25,349 shares of the software giant’s stock after selling 2,023 shares during the period. Microsoft comprises 4.8% of Tiemann Investment Advisors LLC’s investment portfolio, making the stock its 4th biggest position. Tiemann Investment Advisors LLC’s holdings in Microsoft were worth $12,259,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its position in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new stake in Microsoft in the 4th quarter worth about $34,000. Timmons Wealth Management LLC purchased a new position in Microsoft in the fourth quarter valued at about $36,000. Fairway Wealth LLC boosted its stake in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. Finally, LSV Asset Management purchased a new position in Microsoft in the fourth quarter valued at about $44,000. 71.13% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Sanford C. Bernstein boosted their target price on shares of Microsoft from $641.00 to $646.00 and gave the company an “outperform” rating in a research note on Thursday, April 30th. Wells Fargo & Company boosted their target price on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $502.00 target price on shares of Microsoft in a research note on Thursday, June 4th. Finally, Evercore dropped their target price on shares of Microsoft from $580.00 to $510.00 and set an “outperform” rating on the stock in a research note on Thursday, April 30th. Forty-one equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $561.20.

Microsoft Stock Performance

Shares of MSFT stock opened at $390.74 on Friday. The stock has a market capitalization of $2.90 trillion, a P/E ratio of 23.26, a PEG ratio of 1.41 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. The firm’s 50 day moving average is $411.08 and its 200 day moving average is $428.95. Microsoft Corporation has a 12 month low of $356.28 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced 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 company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. Microsoft’s revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the company posted $3.46 EPS. On average, 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 declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio is presently 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s broader AI and cloud story remains intact, with recent commentary highlighting strong Azure demand, continued Copilot momentum, and bullish analyst views that the stock is still attractive long term.
• Positive Sentiment: The company’s quarterly dividend of $0.91 per share reinforces Microsoft’s cash generation and shareholder-return profile.
• Neutral Sentiment: Satya Nadella’s comments about using AI more efficiently and Microsoft’s tighter controls on third-party AI tools like Anthropic’s Claude suggest a focus on governance and cost discipline rather than a direct business setback.
• Negative Sentiment: Reports that Microsoft is weighing a spinoff or restructuring of Xbox, along with expected layoffs and budget cuts, are the biggest near-term headwind and are likely weighing on sentiment around the stock.
• Negative Sentiment: Additional reports of job cuts in Microsoft’s Azure unit in China and broader worries about AI infrastructure spending are adding caution about near-term execution and profitability.

Insider Activity at Microsoft

In related news, EVP Amy Coleman sold 1,262 shares of the company’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 transaction of $519,111.08. Following 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 position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company’s 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 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 23,762 shares of company stock worth $10,508,361. 0.03% of the stock is owned by corporate insiders.

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).