Adelphi Trust Co Acquires Shares of 15,682 Microsoft Corporation $MSFT

Key Points

• Adelphi Trust Co bought a new stake of 15,682 shares of Microsoft in Q4 (~$7.58M), making MSFT about 6.2% of Adelphi’s holdings and its second‑largest position.
• Microsoft reported strong results (Q3 revenue up ~18.3% YoY; EPS $4.27, beating estimates), driven by AI and cloud momentum.
• Investor outlook is mixed: institutional ownership is ~71.13% and the consensus rating is a "Moderate Buy" (avg. target $562.44), but rising AI/data‑center capex and potential clean‑energy delays could pressure near‑term margins.

Adelphi Trust Co acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 15,682 shares of the software giant's stock, valued at approximately $7,584,000. Microsoft accounts for about 6.2% of Adelphi Trust Co's holdings, making the stock its 2nd biggest position.

Several other institutional investors and hedge funds have also added to or reduced their stakes in MSFT. Roman Butler Fullerton & Co. increased its holdings in shares of Microsoft by 0.9% during the fourth quarter. Roman Butler Fullerton & Co. now owns 32,092 shares of the software giant's stock valued at $14,478,000 after acquiring an additional 300 shares in the last quarter. Tidemark LLC increased its holdings in shares of Microsoft by 5.7% during the fourth quarter. Tidemark LLC now owns 3,165 shares of the software giant's stock valued at $1,531,000 after acquiring an additional 172 shares in the last quarter. Austin Wealth Management LLC increased its holdings in shares of Microsoft by 5.2% during the fourth quarter. Austin Wealth Management LLC now owns 3,967 shares of the software giant's stock valued at $1,897,000 after acquiring an additional 196 shares in the last quarter. PFG Investments LLC increased its holdings in shares of Microsoft by 2.6% during the fourth quarter. PFG Investments LLC now owns 128,224 shares of the software giant's stock valued at $62,012,000 after acquiring an additional 3,189 shares in the last quarter. Finally, XY Planning Network Inc. increased its holdings in shares of Microsoft by 73.0% during the fourth quarter. XY Planning Network Inc. now owns 3,034 shares of the software giant's stock valued at $1,467,000 after acquiring an additional 1,280 shares in 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: Recent results and AI/cloud momentum: Microsoft reported another quarter of strong cloud and AI-driven revenue growth (Q3 revenue up ~18%) and continued order‑book strength — underpinning the bull case for durable top-line expansion. Read More.
• Positive Sentiment: Analyst lift: Some firms have raised targets (Arete bumped its target sharply), signaling that a portion of Wall Street sees upside from MSFT’s AI investments despite the pullback. Read More.
• Positive Sentiment: Xbox cost/strategy move: Xbox leadership stopped development of the console Copilot project — a move investors interpreted as removing a costly distraction and focusing resources on higher‑return AI/cloud work. Read More.
• Neutral Sentiment: Government AI oversight: Microsoft agreed to give U.S. agencies early access to new models for national‑security testing — reduces regulatory uncertainty but also adds compliance scrutiny. Read More.
• Neutral Sentiment: Workforce buyouts announced: The company launched a major voluntary buyout program — lowers near‑term opex but risks losing institutional knowledge that could matter for complex AI projects. Read More.
• Negative Sentiment: Clean‑energy target under review: Reports say Microsoft may delay or abandon its hourly 2030 clean‑energy matching goal because rapid AI data‑center growth is increasing power demand — this raises potential operating costs, reputational risk and regulatory scrutiny. Read More.
• Negative Sentiment: Higher capex and margin pressure: Microsoft’s 2026 capex plan has risen sharply (reports ~23% above expectations, large multiyear AI/data‑center spending) — supports growth but increases near‑term cash outflows and could compress margins. Read More.
• Negative Sentiment: Competitive/regulatory headwinds: Pentagon awarded a $500M AI contract to a Meta‑backed Scale AI, and other competitors are landing meaningful deals — reminders that Microsoft faces fast‑moving competition for AI infrastructure and government business. Read More.
• Negative Sentiment: Mixed analyst notes and trims: Some boutiques trimmed price targets despite beats, reflecting concerns that the market is pricing in AI costs rather than returns; this keeps downward pressure from more cautious investors. Read More.

Wall Street Analyst Weigh In

MSFT has been the subject of several analyst reports. DZ Bank restated a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Cantor Fitzgerald reduced their price target on Microsoft to $502.00 and set an "overweight" rating for the company in a report on Monday, April 27th. TD Cowen upgraded Microsoft from a "buy" rating to a "hold" rating in a report on Tuesday. KeyCorp reduced their price target on Microsoft from $630.00 to $600.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. reduced their price target on Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $562.44.

Insider Transactions at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The stock was acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.03% of the company's stock.

Microsoft Price Performance

NASDAQ MSFT opened at $414.10 on Thursday. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The stock has a 50-day moving average of $396.15 and a 200 day moving average of $446.04. The company has a market capitalization of $3.08 trillion, a price-to-earnings ratio of 24.65, a PEG ratio of 1.48 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) 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. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. During the same period last year, the company earned $3.46 EPS. Microsoft's revenue for the quarter was up 18.3% on a year-over-year basis. On average, sell-side analysts forecast that Microsoft Corporation will post 16.72 EPS for the current year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st 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, May 21st. Microsoft's payout ratio is currently 21.67%.

About Microsoft

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.