Capitolis Liquid Global Markets LLC Has $625.48 Million Position in Microsoft Corporation $MSFT

Key Points

• Capitolis Liquid Global Markets LLC raised its Microsoft stake 7.2% to 1,207,610 shares worth $625.48 million, representing 5.0% of its portfolio and making MSFT its fourth-largest holding.
• Microsoft beat quarterly estimates with $4.14 EPS (vs. $3.86 expected) and $81.27B revenue (vs. $80.28B), marking 16.7% YoY revenue growth and supporting a consensus rating of "Moderate Buy" with a ~$591.95 target.
• Near-term catalysts include a planned May 1 $99/month AI tools bundle and healthcare Copilot expansion, but investor concerns persist over large AI data‑center capex, a new Authenticator vulnerability, and recent executive turnover.

Capitolis Liquid Global Markets LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,207,610 shares of the software giant's stock after buying an additional 80,650 shares during the period. Microsoft makes up 5.0% of Capitolis Liquid Global Markets LLC's portfolio, making the stock its 4th biggest position. Capitolis Liquid Global Markets LLC's holdings in Microsoft were worth $625,482,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC grew its holdings 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 purchasing an additional 20 shares during the period. Bayforest Capital Ltd acquired a new stake in Microsoft in the third quarter worth $38,000. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter worth $44,000. Sellwood Investment Partners LLC bought a new position in shares of Microsoft during the third quarter worth $49,000. Finally, University of Illinois Foundation acquired a new position in shares of Microsoft in the 2nd quarter valued at $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of Microsoft stock opened at $395.55 on Monday. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The firm has a market cap of $2.94 trillion, a price-to-earnings ratio of 24.74, a price-to-earnings-growth ratio of 1.55 and a beta of 1.10. The stock's 50-day moving average is $427.46 and its 200-day moving average is $475.81. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the company earned $3.23 earnings per share. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal 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. The ex-dividend date 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%.

Key Microsoft News

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

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. JPMorgan Chase & Co. lowered their price objective on shares of Microsoft from $575.00 to $550.00 and set an "overweight" rating for the company in a research report on Thursday, January 29th. Scotiabank decreased their target price on Microsoft from $650.00 to $600.00 and set a "sector outperform" rating for the company in a research note on Thursday, January 29th. KeyCorp lowered 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. Rothschild & Co Redburn set a $450.00 price target on Microsoft in a research report on Wednesday, January 21st. Finally, Daiwa Securities Group cut their price objective on Microsoft from $630.00 to $600.00 and set a "buy" rating on the stock in a report on Wednesday, February 4th. Two investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $591.95.

Insider Buying and Selling

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction on 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 completion of the transaction, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John W. Stanton purchased 5,000 shares of the stock in a transaction on Wednesday, February 18th. The stock was acquired 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. The trade was a 6.34% increase in their position. The SEC filing for this purchase provides additional information. 0.03% of the stock is owned by company 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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