Microsoft Corporation $MSFT Stock Acquired by Trivium Point Advisory LLC

Key Points

• Trivium Point Advisory increased its Microsoft stake by 50% in the second quarter, purchasing 21,714 additional shares. The fund now owns 65,129 shares valued at approximately $24.3 million.
• Wall Street remains broadly bullish: 41 analysts rate Microsoft a Buy, with a consensus “Moderate Buy” rating and an average price target of $578.73, although Wolfe Research downgraded the stock to Hold.
• Microsoft reported stronger-than-expected quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS reaching $4.74. Shares trade near their 52-week high, while investors continue to weigh AI-driven growth against valuation and capital-spending risks.

Trivium Point Advisory LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.0% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,129 shares of the software giant's stock after purchasing an additional 21,714 shares during the period. Microsoft accounts for about 2.2% of Trivium Point Advisory LLC's holdings, making the stock its 7th biggest position. Trivium Point Advisory LLC's holdings in Microsoft were worth $24,294,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Friedenthal Financial boosted its stake in shares of Microsoft by 6.2% during the first quarter. Friedenthal Financial now owns 431 shares of the software giant's stock valued at $160,000 after acquiring an additional 25 shares during the last quarter. Sequent Planning LLC lifted its holdings in Microsoft by 0.7% in the 1st quarter. Sequent Planning LLC now owns 3,733 shares of the software giant's stock valued at $1,382,000 after purchasing an additional 25 shares in the last quarter. Riverpoint Wealth Management Holdings LLC boosted its stake in shares of Microsoft by 0.5% during the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant's stock worth $2,052,000 after purchasing an additional 26 shares during the last quarter. American Investment Services Inc. grew its holdings in shares of Microsoft by 3.1% during the first quarter. American Investment Services Inc. now owns 876 shares of the software giant's stock worth $324,000 after buying an additional 26 shares in the last quarter. Finally, REAP Financial Group LLC grew its holdings in shares of Microsoft by 1.1% during the second quarter. REAP Financial Group LLC now owns 2,453 shares of the software giant's stock worth $915,000 after buying an additional 26 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Cantor Fitzgerald upped their price objective on shares of Microsoft from $522.00 to $608.00 and gave the company an "overweight" rating in a research note on Monday, September 21st. Needham & Company LLC assumed coverage on Microsoft in a report on Wednesday, September 23rd. They issued a "buy" rating for the company. Royal Bank Of Canada restated an "outperform" rating on shares of Microsoft in a report on Thursday, September 10th. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of Microsoft in a research report on Monday, September 28th. Finally, Wolfe Research lowered Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday, September 23rd. Forty-one investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $578.73.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst upgrade and higher price target: Melius Research upgraded Microsoft from “Hold” to “Buy” and set a $665 target, arguing that corporate concerns about AI safety, governance and security could increase demand for Microsoft’s enterprise tools. BNP Paribas also reportedly raised its forecast to $604, citing Azure growth, Copilot consumption-based pricing and the integration of OpenAI-related revenue. Melius Research upgrades Microsoft
• Positive Sentiment: AI and cloud momentum remain the core catalyst: Investors continue to focus on strong Azure demand, expanding AI infrastructure requirements and Copilot adoption. Microsoft is increasingly viewed as a relatively dependable enterprise AI leader, with its installed base, cloud platform and security products potentially giving it an advantage as businesses seek trusted AI solutions. Microsoft viewed as an AI leader
• Positive Sentiment: Upcoming Windows and Surface event: Microsoft’s October 7 event will highlight on-device AI and could provide updates on Windows, Surface and Copilot monetization. The event is being watched for evidence that AI can reinvigorate the devices business while complementing faster-growing cloud operations. Microsoft Windows and Surface event
• Neutral Sentiment: Internal AI model shift: Microsoft is reportedly steering employees away from Anthropic’s Claude toward internally developed AI models. This could reduce costs and dependence on outside providers, but investors will watch whether Microsoft maintains performance and enterprise customer confidence.
• Negative Sentiment: Risks include valuation, spending and rates: Microsoft’s strong recent rally has increased valuation concerns, while substantial capital expenditures needed for data centers could pressure free cash flow. Rising Treasury yields may also weigh on richly valued AI stocks. Rising Treasury yields and AI stocks
• Negative Sentiment: Isolated selling signals: A member of Congress disclosed a sale of Microsoft shares ahead of earnings season. The trade is a limited sentiment indicator rather than a fundamental development, but it may attract attention after reports that Microsoft insiders have sold shares without reported purchases in recent months. Congressman sells Microsoft stock

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 143,009 shares of company stock valued at $71,420,699 in the last quarter. Company insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.8%

MSFT stock opened at $529.30 on Wednesday. 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 company has a market cap of $3.93 trillion, a price-to-earnings ratio of 29.47, a PEG ratio of 1.69 and a beta of 1.10. The business has a fifty day simple moving average of $495.52 and a 200-day simple moving average of $432.04. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm's revenue was up 17.7% on a year-over-year basis. During the same period in the prior year, the firm posted $3.65 earnings per share. On average, equities research analysts expect that Microsoft Corporation will post 19.62 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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