Microsoft Corporation $MSFT Stock Holdings Trimmed by BridgePort Financial Solutions LLC

Key Points

• BridgePort Financial Solutions trimmed its Microsoft stake by 12.0% in Q4, selling 2,030 shares and leaving it with 14,859 shares worth $7.19 million (about 1.9% of the fund and its 9th largest holding).
• Mixed insider activity: Director John W. Stanton purchased 5,000 shares at $397.35 on Feb. 18, while EVP Kathleen T. Hogan sold 12,321 shares at $409.52 on Mar. 6.
• Microsoft beat quarterly estimates (EPS $4.14 vs. $3.86; revenue $81.27B, +16.7% YoY), declared a $0.91 quarterly dividend, and secured near‑term AI compute capacity by taking over spare GPU capacity at a Norway data center, a boost for Azure/Copilot workloads.

BridgePort Financial Solutions LLC trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,859 shares of the software giant's stock after selling 2,030 shares during the quarter. Microsoft accounts for about 1.9% of BridgePort Financial Solutions LLC's portfolio, making the stock its 9th largest position. BridgePort Financial Solutions LLC's holdings in Microsoft were worth $7,186,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft during the 3rd quarter worth $38,000. LSV Asset Management purchased a new position in Microsoft during the 4th quarter worth $44,000. Sellwood Investment Partners LLC purchased a new position in Microsoft during the 3rd quarter worth $49,000. Finally, University of Illinois Foundation purchased a new position in Microsoft during the 2nd quarter worth $50,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction that occurred on Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the acquisition, the director 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. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company's stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the transaction, the executive vice president directly owned 137,933 shares of the company's stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft agreed to take up spare capacity at a Norway data center originally intended for OpenAI, giving it access to tens of thousands of Nvidia GPUs and immediately boosting its AI compute footprint — a direct, near-term capacity win for Azure and Copilot workloads. OpenAI pulls back from Stargate Norway data center deal as Microsoft takes over
• Positive Sentiment: Technical and sentiment momentum: Microsoft just logged its best three-session performance since April 2023, reflecting a short-term rotation back into beaten-down mega-cap AI names and traders reacting to the compute/capacity news. Microsoft's stock has sprung back to life: It's on its strongest run in 3 years, by one measure
• Positive Sentiment: Analyst and industry bullishness: a number of commentaries and upgrades argue Microsoft’s pullback is overdone given its cloud backlog and Copilot monetization potential — supporting a view that further upside is possible if execution continues. Microsoft Stock Got Punished by AI Fears. The Market's Been Too Harsh.
• Neutral Sentiment: Massive AI capex and data‑center expansion remain a double‑edged sword: Microsoft is accelerating build‑out (including a new 3,200‑acre Wyoming site) and guiding very large capital spending — this supports long‑term growth but keeps near‑term capex scrutiny and margin pressure in play. Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
• Neutral Sentiment: Unusually large options volume has been reported, indicating heightened trader activity and positioning around the name — this amplifies moves but can increase short‑term volatility. Microsoft Sees Unusually Large Options Volume NASDAQ: MSFT
• Negative Sentiment: Price‑target trims and valuation questions persist: several firms have reduced targets amid the post‑peak re‑rating, keeping upside under review and maintaining downside risk if growth or margin inflection points slip. Mizuho Trims Microsoft Price Target to $515: How Much Upside Is Left in This AI Titan?
• Negative Sentiment: Partnership and competitive risk: mixed signals from AI partners (OpenAI internal comments and Anthropic activity) highlight dependency and competitive uncertainty around who controls model distribution and which clouds customers choose — a potential long‑term strategic headwind. OpenAI Says Microsoft 'Limited' Its Reach, Slams Anthropic For 'Inflated $30B Revenue

Microsoft Stock Performance

Shares of MSFT stock opened at $411.22 on Thursday. The stock has a market cap of $3.05 trillion, a PE ratio of 25.72, a price-to-earnings-growth ratio of 1.49 and a beta of 1.11. The business has a 50-day simple moving average of $390.90 and a 200-day simple moving average of $455.36. 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 Corporation has a 52-week low of $355.67 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.86 by $0.28. The business had revenue of $81.27 billion during the quarter, compared to analysts' expectations of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company's revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.23 EPS. On average, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's dividend payout ratio is presently 22.76%.

Analysts Set New Price Targets

MSFT has been the subject of a number of research reports. Barclays reaffirmed an "overweight" rating on shares of Microsoft in a research report on Monday, March 9th. Deutsche Bank Aktiengesellschaft lowered their price target on Microsoft from $630.00 to $575.00 and set a "buy" rating for the company in a research report on Thursday, January 29th. New Street Research lifted their price target on Microsoft from $670.00 to $675.00 and gave the stock a "buy" rating in a research report on Tuesday, March 31st. Scotiabank lowered their price target on Microsoft from $650.00 to $600.00 and set a "sector outperform" rating for the company in a research report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $450.00 price target on Microsoft in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $579.82.

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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