Calydon Capital Has $14.32 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Calydon Capital cut its Microsoft stake by 65.2% in Q3, selling 51,893 shares and ending the quarter with 27,653 shares worth $14.32 million, making MSFT its 6th largest holding (2.3% of assets).
• Insider moves were mixed: director John W. Stanton bought 5,000 shares at $397.35 while EVP Kathleen T. Hogan sold 12,321 shares at $409.52, and insiders now own about 0.03% of the stock.
• Microsoft reported an earnings beat (EPS $4.14 vs. $3.86) and declared a $0.91 quarterly dividend, while near‑term catalysts like a $99/month Copilot bundle and healthcare AI expansion could lift growth but are offset by AI data‑center capex concerns and a recent security vulnerability.

Calydon Capital lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 65.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 27,653 shares of the software giant's stock after selling 51,893 shares during the period. Microsoft makes up 2.3% of Calydon Capital's holdings, making the stock its 6th largest position. Calydon Capital's holdings in Microsoft were worth $14,323,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Microsoft by 2.0% in the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock valued at $350,712,742,000 after acquiring an additional 13,691,572 shares during the last quarter. State Street Corp boosted its position in shares of Microsoft by 1.1% during the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Microsoft by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock worth $88,714,256,000 after purchasing an additional 3,532,054 shares during the last quarter. Norges Bank bought a new stake in shares of Microsoft in the 2nd quarter worth approximately $50,493,678,000. Finally, Northern Trust Corp raised its holdings in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity

In other news, Director John W. Stanton purchased 5,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The stock was acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the 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 transaction, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft has a near-term product catalyst: a $99/month AI tools bundle (includes Copilot capabilities) with a May 1 launch that could drive commercial adoption and recurring ARR growth. Microsoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.
• Positive Sentiment: Microsoft is expanding into healthcare AI with Copilot Health (can read medical records and provide personalized insights) and partner integrations, opening a large vertical market and cross‑sell opportunities for Azure and Copilot. Microsoft launched a new healthcare chatbot
• Positive Sentiment: Microsoft 365 E7 bundles Copilot, Anthropic’s Claude Cowork and security tools — a premium enterprise offering that can lift average revenue per user for large customers. Analysts continue to highlight AI-driven revenue upside. Microsoft’s New E7 AI Suite And Healthcare Push Shape Long-Term Outlook
• Neutral Sentiment: Xbox/product cycle news: Microsoft is advancing Project Helix (next‑gen Xbox) but prototypes won’t reach developers until 2027 — positive for long-term console moat but not an immediate revenue driver. Microsoft’s Next Xbox Moves Closer to Reality: What It Means for MSFT Stock
• Neutral Sentiment: Gaming/graphics tech progress (DirectX/advanced shader delivery with NVIDIA/Intel) reduces frictions for PC gaming and helps Xbox/Windows gaming competitiveness but is a more gradual, longer-term tailwind. DirectX Gears Up For ML Era On Windows
• Negative Sentiment: Investor concern about huge AI data‑center capex and public pushback over electricity/costs is weighing on the stock; large lease and buildouts boost growth but increase near‑term cash burn. Who is really footing the AI energy bill? Inside the debate about data center electricity costs
• Negative Sentiment: Security scare: reports of a new vulnerability in Microsoft Authenticator have spooked investors and triggered selling pressure tied to identity/security risk. New Vulnerability in Microsoft Authenticator Sends Microsoft Stock Sliding
• Negative Sentiment: Leadership change: Rajesh Jha, a long‑time head of experiences and devices (Office/Copilot products), announced retirement — creates short‑term execution/transition uncertainty. Microsoft's Rajesh Jha, head of experiences and devices unit, to retire
• Negative Sentiment: Options and flows show increased demand for downside protection (put-call skew steepening), reflecting trader caution after the pullback. Option traders moderately bearish in Microsoft with shareslittle changed

Microsoft Trading Down 1.6%

Microsoft stock opened at $395.55 on Monday. The company's fifty day simple moving average is $427.46 and its 200-day simple moving average is $475.81. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market cap of $2.94 trillion, a P/E ratio of 24.74, a P/E/G ratio of 1.55 and a beta of 1.10.

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 (EPS) for the quarter, topping the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.Microsoft's quarterly revenue was up 16.7% compared to the same quarter last year. During the same period last year, the company earned $3.23 earnings per share. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is 22.76%.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent research reports. DA Davidson reissued a "buy" rating and set a $650.00 target price on shares of Microsoft in a research note on Thursday, January 29th. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the stock an "outperform" rating in a research report on Thursday, January 29th. KeyCorp cut their price objective on Microsoft from $630.00 to $600.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. Stifel Nicolaus reiterated a "hold" rating and set a $392.00 price objective (down from $540.00) on shares of Microsoft in a research report on Thursday, February 5th. Finally, Royal Bank Of Canada reissued an "outperform" rating on shares of Microsoft in a research note on Monday, March 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $591.95.

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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