Blue Fin Capital Inc. Sells 2,723 Shares of Microsoft Corporation $MSFT

Key Points

• Blue Fin Capital Inc. sold 2,723 shares of Microsoft, reducing its position by 2.8% to 94,288 shares worth $45.6M, with MSFT representing 7.1% of the firm's portfolio and its third-largest holding.
• Microsoft beat Q3 expectations (EPS $4.27 vs. $4.06; revenue $82.89B, +18.3%) and highlighted 40%+ Azure/cloud growth and accelerating AI monetization, while Pentagon agreements to deploy Microsoft AI on classified networks provide potential high‑value government upside.
• Despite broad analyst buy ratings and heavy institutional accumulation, investors are cautious about Microsoft’s record capex (~$190B) that could pressure near‑term free cash flow and has led some brokers to trim price targets; roughly 71% of the stock is owned by institutions.

Blue Fin Capital Inc. reduced its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 94,288 shares of the software giant's stock after selling 2,723 shares during the period. Microsoft comprises 7.1% of Blue Fin Capital Inc.'s portfolio, making the stock its 3rd largest position. Blue Fin Capital Inc.'s holdings in Microsoft were worth $45,600,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the company. Norges Bank acquired a new stake in Microsoft in the second quarter valued at $50,493,678,000. Nuveen LLC acquired a new stake in Microsoft in the first quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Microsoft by 500.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares in the last quarter. Laurel Wealth Advisors LLC raised its holdings in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares in the last quarter. Finally, Northern Trust Corp raised its holdings in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 results and the earnings call highlighted 40%+ Azure/cloud growth and accelerating AI monetization, giving investors confidence in the company’s long-term AI revenue runway. Microsoft Earnings Call: AI Growth Surges, Margins Squeezed
• Positive Sentiment: The U.S. Pentagon signed agreements allowing Microsoft’s AI tech on classified networks — a credibility and contract win that can translate into long-term, high‑value government revenue. Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
• Positive Sentiment: Analyst actions include several price‑target raises and reaffirmations (Benchmark raised to $525, others keep buy ratings), signaling continued bullish conviction among some buy‑side firms. Microsoft Corp. (MSFT) Price Target Increased to $525 by Benchmark
• Positive Sentiment: Product catalyst: rollout of Windows 11’s new Xbox Mode supports consumer engagement and adds a near‑term, tangible product story for the stock. Microsoft Stock (MSFT) Jumps on Windows 11 Xbox Mode Rollout
• Neutral Sentiment: The revised Microsoft–OpenAI relationship (ending exclusivity) is being parsed by markets: it reduces some exclusivity upside but clarifies commercial terms that could be neutral-to-positive longer term depending on monetization. Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock
• Neutral Sentiment: Commentary from TV/hosts (e.g., Jim Cramer) describes MSFT as attractively valued but notes limited new messaging on the call — this shapes retail sentiment but isn’t new fundamental data. Jim Cramer on Microsoft: “Maybe You Can Consider It Cheap, But It’s Software”
• Negative Sentiment: Investors remain focused on record capex (roughly $190B guidance) and the near‑term hit to free cash flow — that spending narrative caused the post‑earnings pullback and continues to cap the multiple. Beat meets bill: MSFT stock slips on AI expenditure concerns despite strong Q3
• Negative Sentiment: Goldman’s note flagging extreme cloud cash burn and other outlets highlighting the industry’s rising AI capex raises concern that spending could pressure margins and returns if monetization lags. Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
• Negative Sentiment: Some brokers trimmed price targets or cut upside on valuation as they bake in capex risk (HSBC cut its target), keeping a portion of the market cautious. HSBC Cuts Microsoft Price Target to $571 From $593

Analyst Upgrades and Downgrades

Several analysts recently issued reports on MSFT shares. KeyCorp cut their price target on shares of Microsoft from $630.00 to $600.00 and set an "overweight" rating on the stock in a report on Thursday, January 29th. Cantor Fitzgerald cut their price target on shares of Microsoft to $502.00 and set an "overweight" rating on the stock in a report on Monday, April 27th. Evercore cut their price target on shares of Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a report on Thursday. DA Davidson cut their price target on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a report on Thursday. Finally, DZ Bank reaffirmed a "buy" rating on shares of Microsoft in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $556.15.

Microsoft Stock Down 0.0%

MSFT stock opened at $414.41 on Monday. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a 1-year low of $356.28 and a 1-year high of $555.45. The firm has a fifty day moving average price of $395.28 and a two-hundred day moving average price of $447.45. The firm has a market cap of $3.08 trillion, a price-to-earnings ratio of 24.67, a PEG ratio of 1.55 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the previous year, the firm earned $3.46 earnings per share. The firm's revenue for the quarter was up 18.3% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 16.68 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently announced 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. The ex-dividend date is Thursday, May 21st. This represents a $3.64 annualized dividend and a yield of 0.9%. Microsoft's payout ratio is presently 21.67%.

Insider Buying and Selling at Microsoft

In other Microsoft news, Director John W. Stanton bought 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction 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. The trade was a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by insiders.

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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