Microsoft Corporation $MSFT Shares Purchased by Trilogy Capital Inc.

Key Points

• Trilogy Capital Inc. increased its Microsoft stake by 8.8% in the first quarter, adding 1,878 shares and bringing its total to 23,256 shares worth about $8.6 million.
• Microsoft continues to draw bullish analyst and investor attention thanks to strong Azure cloud growth and expanding AI opportunities, with multiple reports highlighting Copilot, OpenAI exposure, and enterprise demand as long-term drivers.
• Despite the positive outlook, Microsoft is facing some headwinds, including about 4,800 global job cuts tied to restructuring and a securities fraud class action related to alleged Copilot and Azure disclosure issues.

Trilogy Capital Inc. raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 23,256 shares of the software giant's stock after purchasing an additional 1,878 shares during the period. Trilogy Capital Inc.'s holdings in Microsoft were worth $8,609,000 as of its most recent SEC filing.

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

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: DA Davidson reiterated a Buy rating and a $550 price target on Microsoft, suggesting meaningful upside from current levels. Benzinga article
• Positive Sentiment: Multiple reports said Azure cloud growth remains strong and Microsoft’s AI business is still expanding, with analysts highlighting cloud share gains and AI monetization as key drivers for a future rebound. Blockonomi article
• Positive Sentiment: Several bullish pieces argued Microsoft may be one of the most mispriced AI stocks, pointing to its large OpenAI stake, strong enterprise demand, and the potential for Copilot and “orchestration” tools to become more lucrative over time. Barron's article
• Neutral Sentiment: Microsoft also drew attention for a new AI-focused business unit and for merging its consumer and enterprise Copilot apps, which could improve product clarity but is still in the execution phase. Motley Fool article
• Negative Sentiment: Microsoft said it is cutting about 4,800 jobs globally, with roughly 3,200 roles hit in Xbox, signaling a broad restructuring and raising concerns about weaker gaming economics. Reuters article
• Negative Sentiment: Investors are also reacting to a securities fraud class action tied to alleged Copilot and Azure disclosure issues, adding legal overhang after prior stock weakness. PR Newswire article

Microsoft Price Performance

NASDAQ:MSFT traded up $5.43 during midday trading on Tuesday, hitting $392.17. 4,549,209 shares of the stock were exchanged, compared to its average volume of 37,726,043. The company has a market capitalization of $2.91 trillion, a price-to-earnings ratio of 23.35, a P/E/G ratio of 1.22 and a beta of 1.13. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The business has a 50-day moving average price of $406.14 and a two-hundred day moving average price of $417.46.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business's revenue for the quarter was up 18.3% on a year-over-year basis. During the same period in the previous year, the firm earned $3.46 EPS. Sell-side analysts predict that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated 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 sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on MSFT shares. Scotiabank raised Microsoft from an "outperform" rating to an "outperform" rating in a report on Monday. Arete Research increased their price objective on Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a report on Tuesday, May 5th. Oppenheimer restated an "outperform" rating and issued a $515.00 target price (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. Phillip Securities raised Microsoft to a "buy" rating and set a $485.00 target price on the stock in a research note on Wednesday, May 13th. Finally, Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research note on Monday, May 4th. Forty equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $560.75.

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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