Continuum Advisory LLC Has $19.73 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Continuum Advisory LLC increased its Microsoft stake by 2.8% in the first quarter, buying 1,458 additional shares and bringing its total holding to 53,285 shares valued at about $19.73 million.
• Microsoft reported better-than-expected quarterly results, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion versus $81.44 billion expected, while revenue rose 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, and analysts remain generally constructive, with an average rating of Moderate Buy and a consensus target price of $560.98.

Continuum Advisory LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 53,285 shares of the software giant's stock after buying an additional 1,458 shares during the period. Microsoft accounts for about 1.9% of Continuum Advisory LLC's portfolio, making the stock its 9th largest holding. Continuum Advisory LLC's holdings in Microsoft were worth $19,725,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% in 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 in the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft during the 4th quarter worth approximately $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft during the 4th quarter worth approximately $36,000. Fairway Wealth LLC boosted its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter valued at $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of MSFT stock opened at $383.34 on Thursday. The company has a market capitalization of $2.85 trillion, a price-to-earnings ratio of 22.82, a PEG ratio of 1.22 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a 50-day simple moving average of $404.01 and a 200 day simple moving average of $415.50. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly 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. The firm had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business's revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the firm earned $3.46 EPS. On average, sell-side analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's payout ratio is currently 21.67%.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of the stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company's stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock valued at $10,508,361 in the last quarter. Company insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. Weiss Ratings restated a "hold (c)" rating on shares of Microsoft in a report on Monday. New Street Research cut their price target on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Evercore decreased their price objective on shares of Microsoft from $580.00 to $510.00 and set an "outperform" rating for the company in a research report on Thursday, April 30th. DZ Bank restated a "buy" rating on shares of Microsoft in a research note on Thursday, April 30th. Finally, Robert W. Baird dropped their target price on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating on the stock in a report on Wednesday, April 15th. Forty analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $560.98.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is shifting more Excel and Outlook AI prompts to its own MAI models instead of relying on OpenAI and Anthropic, a move that could reduce AI costs and improve long-term profitability. Microsoft joins AI cost-cutting trend by relying more on its own models
• Positive Sentiment: Several analysts and market commentators argue Microsoft is trading at a rare discount after its recent pullback, suggesting some investors see the sell-off as a buying opportunity ahead of earnings later this month. Microsoft (MSFT) Is Trading at a Rare Discount. I See a Buying Opportunity
• Neutral Sentiment: Microsoft announced it will report fiscal fourth-quarter 2026 results on July 29, keeping attention on cloud growth, AI spending, and whether margin pressure is easing. Microsoft announces quarterly earnings release date
• Neutral Sentiment: Microsoft continues to get positive attention from some market voices, including CNBC’s “Final Trades,” but this is more sentiment support than a direct fundamental catalyst. Nvidia, Microsoft, ServiceNow And More On CNBC’s ‘Final Trades’
• Negative Sentiment: Microsoft’s Xbox unit is facing a deep reset, including roughly 3,200 job cuts and studio divestitures, reinforcing concerns that parts of the business are struggling and that layoffs may not be done yet. Microsoft’s Xbox to Cut 3200 Jobs, Divest Five Studios in Major Overhaul
• Negative Sentiment: Microsoft is also dealing with multiple shareholder lawsuits and deadline reminders tied to alleged securities fraud and Copilot-related disclosures, which adds an overhang on sentiment. MSFT Investment Loss: Microsoft Investors that Lost Money after Copilot Functionality Issues Disclosed are Notified to Contact BFA Law about the Filed Securities Fraud Class Action

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).

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