Microsoft Corporation $MSFT is Evexia Wealth LLC's 9th Largest Position

Key Points

• Evexia Wealth LLC increased its Microsoft stake by 22.4% in the first quarter, bringing its holdings to 35,214 shares worth about $13.5 million. Microsoft is now its 9th-largest position and accounts for roughly 3.8% of the portfolio.
• Microsoft continues to draw support from AI and cloud momentum, including expanded enterprise partnerships, a long-term data-center power agreement in Texas, and a new healthcare technology partnership with ICON plc.
• Despite solid earnings and dividend coverage, sentiment is mixed as analysts cut price targets and investors weigh AI spending, margin pressure, and legal/regulatory risks against Microsoft’s growth prospects.

Evexia Wealth LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.4% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 35,214 shares of the software giant's stock after acquiring an additional 6,441 shares during the period. Microsoft makes up approximately 3.8% of Evexia Wealth LLC's holdings, making the stock its 9th largest holding. Evexia Wealth LLC's holdings in Microsoft were worth $13,535,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC raised its stake in Microsoft by 51.3% during the second 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 during the period. Rochester Wealth Strategies LLC raised its stake in 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 acquiring an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC boosted its position in Microsoft by 4.9% during the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares during the period. Better Money Decisions LLC grew its stake in shares of Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock worth $1,740,000 after purchasing an additional 21 shares in the last quarter. Finally, Endowment Wealth Management Inc. increased its holdings in shares of Microsoft by 0.4% during the third quarter. Endowment Wealth Management Inc. now owns 5,251 shares of the software giant's stock valued at $2,720,000 after purchasing an additional 21 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to secure new enterprise AI and cloud partnerships, including expanded collaborations around Microsoft 365 Copilot and Azure, which support its long-term AI monetization story.
• Positive Sentiment: Microsoft’s 20-year power agreement tied to its Texas data-center buildout helps de-risk AI infrastructure expansion and supports cloud capacity growth.
• Positive Sentiment: ICON plc selected Microsoft as a preferred technology partner, reinforcing demand for Microsoft’s AI and productivity tools in healthcare and enterprise workflows.
• Neutral Sentiment: Analysts and market commentators remain split: some still view Microsoft as a high-quality AI platform with strong long-term upside, while others say the stock has been oversold and may be approaching a valuation reset.
• Neutral Sentiment: Microsoft was also named in multiple new or ongoing lawsuits and class-action notices tied to alleged securities issues and copyright claims involving AI training data, adding headline risk but no immediate operating impact yet.
• Negative Sentiment: Stifel cut its price target on Microsoft and said Wall Street’s gross-margin expectations may be too high as Azure growth and AI capex pressure cloud profitability.
• Negative Sentiment: Microsoft’s Xbox price hikes and repeated gaming price increases suggest hardware cost inflation is squeezing a business line that had already been weakening.
• Negative Sentiment: Investor concern over heavy AI spending, shrinking free cash flow, and lower cloud-margin expectations is weighing on sentiment and helping explain why MSFT is falling.
• Negative Sentiment: EU regulators said Microsoft Azure may face stricter “gatekeeper” rules under the Digital Markets Act, raising the possibility of more compliance burden and oversight in Europe.
• Negative Sentiment: Microsoft’s quantum-computing claims also came under renewed criticism, which adds to skepticism around some of its more speculative AI-related initiatives.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $352.83 on Friday. The company's fifty day moving average is $411.13 and its two-hundred day moving average is $421.81. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $555.45. The company has a market cap of $2.62 trillion, a P/E ratio of 21.00, a price-to-earnings-growth ratio of 1.32 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion during the quarter, compared to analysts' expectations of $81.44 billion. During the same quarter last year, the firm posted $3.46 earnings per share. Microsoft's revenue was up 18.3% compared to the same quarter last year. Equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's payout ratio is 21.67%.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,500 shares of the firm's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock worth $10,508,361 in the last 90 days. Company insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on MSFT shares. Mizuho reduced their price objective on shares of Microsoft from $620.00 to $515.00 and set an "outperform" rating for the company in a report on Tuesday, April 14th. Royal Bank Of Canada reiterated a "buy" rating on shares of Microsoft in a research note on Friday, May 22nd. Evercore lowered their price target on Microsoft from $580.00 to $510.00 and set an "outperform" rating on the stock in a research report on Thursday, April 30th. Wedbush reiterated an "outperform" rating and issued a $575.00 price target on shares of Microsoft in a research report on Wednesday, May 13th. Finally, Robert W. Baird reduced their price objective on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a research report on Wednesday, April 15th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $560.86.

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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