Microsoft Corporation $MSFT Holdings Lifted by Trivium Point Advisory LLC

Key Points

• Trivium Point Advisory increased its Microsoft stake by 4.8% in the fourth quarter, bringing its holdings to 66,385 shares valued at about $32.1 million. Microsoft is now its third-largest position and makes up roughly 3.2% of the portfolio.
• Microsoft reported strong quarterly results, with EPS of $4.27 versus the $4.06 estimate and revenue of $82.89 billion versus expectations of $81.44 billion. Revenue rose 18.3% year over year, and analysts now expect full-year EPS of 16.76.
• Wall Street remains broadly positive on the stock, with a consensus “Moderate Buy” rating and an average price target of $562.69. Institutional ownership is also high at 71.13%, and Microsoft recently announced a quarterly dividend of $0.91 per share.

Trivium Point Advisory LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 66,385 shares of the software giant's stock after buying an additional 3,015 shares during the quarter. Microsoft makes up about 3.2% of Trivium Point Advisory LLC's investment portfolio, making the stock its 3rd largest holding. Trivium Point Advisory LLC's holdings in Microsoft were worth $32,105,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. BLVD Private Wealth LLC grew its holdings in shares of Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock worth $1,641,000 after acquiring an additional 19 shares during the period. Magnolia Capital Management Ltd. grew its stake in Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock worth $3,371,000 after purchasing an additional 20 shares during the period. ARK & TLK Investments LLC lifted its position in Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock valued at $1,002,000 after buying an additional 20 shares during the period. Rochester Wealth Strategies LLC boosted its holdings in shares of Microsoft by 2.9% during the 3rd quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock valued at $363,000 after buying an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent research reports. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a report on Thursday, January 29th. Cantor Fitzgerald reduced their price target on Microsoft to $502.00 and set an "overweight" rating for the company in a report on Monday, April 27th. Citigroup increased their price objective on shares of Microsoft from $600.00 to $620.00 and gave the company a "buy" rating in a research report on Thursday, April 30th. Bank of America initiated coverage on shares of Microsoft in a research note on Tuesday, March 24th. They issued a "buy" rating and a $500.00 target price on the stock. Finally, TD Cowen upgraded shares of Microsoft from a "buy" rating to a "hold" rating in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $562.69.

Microsoft Trading Down 1.4%

Shares of NASDAQ:MSFT opened at $415.00 on Friday. The stock's 50-day simple moving average is $396.79 and its two-hundred day simple moving average is $445.39. The stock has a market capitalization of $3.08 trillion, a price-to-earnings ratio of 24.70, a PEG ratio of 1.50 and a beta of 1.10. Microsoft Corporation has a 52-week low of $356.28 and a 52-week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping 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 for the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter in the prior year, the business earned $3.46 EPS. The business's quarterly revenue was up 18.3% on a year-over-year basis. Analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors 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 yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 21.67%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

Insider Activity

In related news, Director John W. Stanton acquired 5,000 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm'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 transaction of $5,045,695.92. Following 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 position. The disclosure for this sale is available in the SEC filing. Insiders own 0.03% of the company's stock.

Microsoft Company 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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