Microsoft Corporation $MSFT Shares Purchased by Trilogy Capital Inc.

Key Points

• Trilogy Capital nearly doubled its Microsoft stake in the second quarter, purchasing 22,800 additional shares to hold 46,056 shares valued at $17.18 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Wall Street remains broadly bullish, with 42 analysts assigning Buy ratings and five issuing Holds; Microsoft has a consensus “Moderate Buy” rating and a $560.27 price target. The company also exceeded quarterly earnings and revenue estimates, reporting $4.74 in EPS and $90.01 billion in revenue.
• Microsoft faces mixed signals: executives have sold shares recently, while investors remain concerned about heavy AI spending, potential Windows displacement in China and execution risks. The company declared a quarterly dividend of $0.91 per share, yielding approximately 0.8%.

Trilogy Capital Inc. boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 98.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 46,056 shares of the software giant's stock after purchasing an additional 22,800 shares during the quarter. Trilogy Capital Inc.'s holdings in Microsoft were worth $17,180,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC grew its position in shares of Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC increased its stake in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after purchasing an additional 21 shares in the last quarter. Pollock Investment Advisors LLC increased its stake in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after purchasing an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC raised its position in shares of Microsoft by 0.6% during the 2nd 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 during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Royal Bank Of Canada reissued an "outperform" rating and set a $640.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Citigroup reaffirmed a "buy" rating and set a $600.00 price objective (up from $570.00) on shares of Microsoft in a research note on Tuesday, July 28th. Wolfe Research reiterated an "outperform" rating and set a $550.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Citizens Jmp reissued a "market outperform" rating and issued a $550.00 target price on shares of Microsoft in a research note on Tuesday, July 28th. Finally, Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a report on Monday, May 4th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $560.27.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Morgan Stanley identified a bullish technical signal across several megacap technology stocks, including Microsoft, potentially supporting further gains as institutional positioning improves. A Bullish Signal Could Point to Gains Ahead for These Big Tech Stocks
• Positive Sentiment: Microsoft’s roughly $678 billion Azure backlog gives investors greater visibility into future cloud and AI revenue, helping counter fears that hyperscalers may struggle to earn adequate returns on AI infrastructure spending. Microsoft Stock Rises as $678 Billion Backlog Supports AI Spending
• Positive Sentiment: Microsoft’s internally developed AI chips are reported to deliver efficiency gains of up to 40% versus reliance on OpenAI-related infrastructure. Greater use of its own technology could improve capacity, margins and control over the AI stack. Microsoft’s Own AI Chips Are Driving Efficiency Gains
• Positive Sentiment: Analysts and investors continue to highlight Azure’s more-than-$100 billion annual revenue milestone, accelerating Microsoft 365 Copilot adoption and Microsoft’s ability to monetize AI through its broad enterprise software base.
• Positive Sentiment: New Azure and Microsoft Marketplace integrations, including Dirac’s AI process-planning platform and other enterprise applications, reinforce demand for Microsoft’s cloud ecosystem. An investment manager also maintained exposure to Microsoft, while Altarock Partners increased its stake. Dirac Brings AI-Driven Process Planning to Microsoft Azure
• Neutral Sentiment: Microsoft is changing its AI data-center policy by reducing nondisclosure requirements and emphasizing community engagement. The approach may ease regulatory and local opposition, but could increase transparency and complicate facility expansion.
• Negative Sentiment: Investors remain concerned that heavy AI capital expenditures may outpace revenue and cash-flow returns. A separate comparison argued Oracle currently offers stronger AI backlog growth and valuation, potentially making Microsoft less attractive to some buyers.
• Negative Sentiment: Beijing is reportedly accelerating the replacement of Microsoft Windows in Chinese government systems, creating a geopolitical and regional-sales headwind. The departure of Microsoft AI’s chief marketing officer also introduces some execution uncertainty around consumer AI adoption.

Insider Transactions at Microsoft

In other news, 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 completion of the transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 37,310 shares of company stock valued at $17,256,219. Corporate insiders own 0.03% of the company's stock.

Microsoft Price Performance

MSFT stock opened at $484.31 on Thursday. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The stock's fifty day simple moving average is $415.95 and its 200-day simple moving average is $408.42. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market capitalization of $3.60 trillion, a price-to-earnings ratio of 26.97, a price-to-earnings-growth ratio of 1.55 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business's revenue for the quarter was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.65 earnings per share. Equities research analysts expect that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared 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 is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft's payout ratio is 20.27%.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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