Microsoft Corporation $MSFT is Florida Trust Wealth Management Co's 3rd Largest Position

Key Points

• Florida Trust Wealth Management trimmed its position in Microsoft by 0.8% in Q4 to 362,466 shares, making the stock its third‑largest holding at about 4.8% of the firm's portfolio and worth roughly $175.3 million.
• Multiple institutional investors adjusted stakes (notably TD Waterhouse now owns ~949,901 shares), and hedge funds/institutions collectively hold about 71.13% of Microsoft’s stock.
• Operational catalysts include the Fairwater AI data center coming online early, large enterprise deals (e.g., Stellantis) and rising public‑sector Copilot adoption, which bolster Azure AI revenue prospects even as analysts remain mixed and investors await fiscal Q3 results.

Florida Trust Wealth Management Co lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 362,466 shares of the software giant's stock after selling 2,923 shares during the period. Microsoft comprises about 4.8% of Florida Trust Wealth Management Co's investment portfolio, making the stock its 3rd biggest holding. Florida Trust Wealth Management Co's holdings in Microsoft were worth $175,296,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. IRON Financial LLC increased its stake in Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after purchasing an additional 1,225 shares in the last quarter. PMG Family Office LLC bought a new stake in Microsoft during the 3rd quarter valued at about $828,000. Trifecta Capital Advisors LLC increased its stake in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after purchasing an additional 1,572 shares in the last quarter. Weaver Capital Management LLC increased its stake in Microsoft by 14.0% during the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock valued at $9,499,000 after purchasing an additional 2,247 shares in the last quarter. Finally, TD Waterhouse Canada Inc. increased its stake in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after purchasing an additional 9,700 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Fairwater AI data center in Wisconsin went live ahead of schedule, a tangible execution win that eases near‑term capacity concerns and signals Microsoft is accelerating AI infrastructure deployment — a direct positive for Azure AI revenue prospects. Microsoft stock jumps as AI data center goes live
• Positive Sentiment: Large enterprise partnerships and marketplace integrations broaden Azure adoption: Stellantis signed a five‑year AI/cloud deal and Expert.ai’s EidenAI Suite is now on Azure Marketplace — both expand addressable enterprise demand for Microsoft’s cloud + Copilot stack. Stellantis, Microsoft sign five-year partnership Expert.ai and Microsoft Italy announce collaboration
• Positive Sentiment: Government and regulatory adoption — the CFTC is using Microsoft Copilot/AI tools for surveillance, a sign that public‑sector adoption of Microsoft AI products is rising and provides a durable revenue cohort. CFTC Uses Microsoft AI Tools
• Neutral Sentiment: Analyst moves are mixed: TD Cowen lowered its price target to $540 but kept a Buy rating (maintains bullish long‑term view despite trimming upside), while other firms have grown cautious — watch revisions for near‑term momentum. TD Cowen price target update
• Neutral Sentiment: Macro/earnings calendar: investors are watching fiscal Q3 results (Apr 29) for signs AI spend is translating into accelerating Azure revenue and Copilot monetization; near‑term volatility could persist into the print. Microsoft eyes AI execution, Azure growth
• Negative Sentiment: Industry capacity risk: Financial Times reports delays on a sizeable share of U.S. data‑center builds (affecting multiple players), underscoring supply‑chain and permitting risks that could constrain AI rollout timing and margin recovery. Data centre delays threaten to choke AI expansion
• Negative Sentiment: Bearish commentary and downside scenarios remain: some analysts and opinion pieces argue MSFT still faces near‑term growth/valuation risks (including calls for deeper corrections), so rallies could be met with profit‑taking until clearer proof of AI monetization appears. Microsoft: Don't Buy The Dip

Microsoft Stock Performance

Shares of MSFT stock opened at $422.79 on Monday. The company has a 50 day moving average price of $391.87 and a 200-day moving average price of $453.57. Microsoft Corporation has a 52 week low of $355.67 and a 52 week high of $555.45. The firm has a market capitalization of $3.14 trillion, a PE ratio of 26.44, a P/E/G ratio of 1.60 and a beta of 1.11. 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 (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts' consensus estimates of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion during the quarter, compared to analyst estimates of $80.28 billion. During the same period in the previous year, the business posted $3.23 earnings per share. The business's revenue for the quarter was up 16.7% on a year-over-year basis. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business 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 $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 payout ratio is currently 22.76%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on MSFT. Cantor Fitzgerald restated an "overweight" rating and set a $590.00 price objective on shares of Microsoft in a research note on Thursday, January 29th. Weiss Ratings lowered shares of Microsoft from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, March 24th. Wedbush reduced their price objective on shares of Microsoft from $625.00 to $575.00 and set an "outperform" rating for the company in a research note on Thursday, January 29th. New Street Research raised their price objective on shares of Microsoft from $670.00 to $675.00 and gave the company a "buy" rating in a research note on Tuesday, March 31st. Finally, Phillip Securities upgraded shares of Microsoft from a "moderate buy" rating to a "strong-buy" rating in a research note on Sunday, February 1st. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $577.58.

Insider Activity at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the business's stock in a transaction that occurred on Wednesday, February 18th. The shares were acquired at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares of the company's stock, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.03% of the company's stock.

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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