Asio Capital LLC Has $18.63 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Asio Capital LLC increased its stake in Microsoft by 7.2% in Q4 to 38,516 shares valued at about $18.63 million, making MSFT its 6th largest holding (2.6% of the firm's portfolio).
• Microsoft beat quarterly expectations with $4.14 EPS versus $3.86 expected and $81.27 billion in revenue (up 16.7% year‑over‑year), showing strong margins (net margin 39.04%).
• Strategic and cost moves are driving market volatility: Microsoft committed A$25B (~$18B) to expand Azure/AI in Australia and offered voluntary buyouts for up to ~7% of U.S. staff, contributing to a roughly 4% share decline amid investor concern over large near‑term AI spending.

Asio Capital LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 38,516 shares of the software giant's stock after purchasing an additional 2,585 shares during the quarter. Microsoft makes up 2.6% of Asio Capital LLC's investment portfolio, making the stock its 6th largest position. Asio Capital LLC's holdings in Microsoft were worth $18,627,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its stake in 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. Bayforest Capital Ltd bought a new stake in Microsoft during the third quarter valued at $38,000. Sellwood Investment Partners LLC bought a new stake in Microsoft during the third quarter valued at $49,000. University of Illinois Foundation bought a new stake in Microsoft during the second quarter valued at $50,000. Finally, Daytona Street Capital LLC bought a new stake in Microsoft during the fourth quarter valued at $50,000. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Down 4.0%

Shares of MSFT opened at $415.75 on Friday. The firm has a market cap of $3.09 trillion, a price-to-earnings ratio of 26.00, a PEG ratio of 1.63 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a 50 day moving average price of $393.01 and a 200-day moving average price of $451.84.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business's quarterly revenue was up 16.7% on a year-over-year basis. During the same period in the previous year, the business posted $3.23 EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 16.54 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a $0.91 dividend. 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 presently 22.76%.

Insider Buying and Selling

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director John W. Stanton acquired 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.03% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Major long‑term investment: Microsoft committed A$25B (~$18B) to expand Azure and AI capacity in Australia through 2029, supporting future cloud/Azure revenue and global infrastructure scale. Microsoft to invest $18 billion in Australia
• Positive Sentiment: Product and security strengthening: Microsoft is integrating advanced models (including Anthropic’s Mythos) into its security development lifecycle — a move that can reduce risk and improve enterprise trust in its AI offerings. Microsoft to integrate Anthropic's Mythos
• Neutral Sentiment: Upcoming catalyst: Microsoft reports fiscal Q3 earnings on April 29 — analysts and investors see the print as pivotal for clarity on AI monetization, Azure growth and near‑term margins. Prediction: Microsoft's April 29 Earnings...
• Neutral Sentiment: LinkedIn leadership change: LinkedIn’s CEO transition (Daniel Shapero named) is operationally relevant but not a core driver of Microsoft’s AI/cloud thesis. LinkedIn names new CEO
• Negative Sentiment: Historic voluntary buyouts announced: Microsoft is offering voluntary retirement/buyout packages to up to ~7% of U.S. staff — the first program of this scale in its history. Investors view this as a signal of large reorganization and near‑term restructuring costs tied to a major AI pivot. Microsoft Targets About 7% of Its U.S. Workers With Buyout Offer
• Negative Sentiment: Market reaction and cost concerns: Reports linking the buyout to massive AI spending (estimates in coverage range into the tens of billions to $100B+ scale) have spooked investors, prompting a sell‑off amid uncertainty over timing of returns on that spending. Microsoft Falls 4% as $110 Billion AI Bet Forces Historic Employee Buyout
• Negative Sentiment: Analyst/price‑target pressure: Some shops trimmed targets or adopted cautious ratings as they weigh heavy near‑term AI investment against growth — adding to downside risk into earnings. Rothschild & Co Redburn lowers PT

Analyst Upgrades and Downgrades

MSFT has been the subject of several research analyst reports. The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a research note on Thursday, February 12th. Piper Sandler dropped their price objective on Microsoft from $600.00 to $500.00 and set an "overweight" rating for the company in a research note on Tuesday, April 14th. Melius Research set a $430.00 price objective on shares of Microsoft in a report on Monday, February 9th. Wells Fargo & Company dropped their price objective on shares of Microsoft from $630.00 to $615.00 and set an "overweight" rating for the company in a report on Thursday, January 29th. Finally, DA Davidson reaffirmed a "buy" rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $575.34.

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).

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