Millstone Evans Group LLC Raises Holdings in Microsoft Corporation $MSFT

Key Points

• Millstone Evans Group LLC increased its Microsoft stake by 10% in the fourth quarter, buying 1,577 additional shares and bringing its total to 17,320 shares worth about $8.38 million. Microsoft is now its third-largest holding, making up 4.9% of the portfolio.
• Microsoft shares were up 2.3% as the article highlighted several positive catalysts, including Nvidia’s AI PC chip partnership with Microsoft and anticipation around the company’s upcoming Build 2026 conference.
• The company reported strong recent fundamentals, with quarterly EPS of $4.27 beating estimates and revenue of $82.89 billion topping forecasts. Microsoft also announced a quarterly dividend of $0.91 per share, payable June 11.

Millstone Evans Group LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,320 shares of the software giant's stock after acquiring an additional 1,577 shares during the quarter. Microsoft comprises 4.9% of Millstone Evans Group LLC's investment portfolio, making the stock its 3rd biggest holding. Millstone Evans Group LLC's holdings in Microsoft were worth $8,376,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its position in shares of 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 purchasing an additional 20 shares in the last quarter. Fairway Wealth LLC boosted its position in shares of Microsoft by 287.0% during 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 in the last quarter. LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter worth about $44,000. Sellwood Investment Partners LLC bought a new position in shares of Microsoft during the 3rd quarter worth about $49,000. Finally, Daytona Street Capital LLC bought a new position in shares of Microsoft during the 4th quarter worth about $50,000. Institutional investors own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Nvidia unveiled its RTX Spark / N1X AI PC chip in partnership with Microsoft, and multiple reports say this validates Microsoft’s push into “agentic” Windows PCs and could open a new growth avenue in AI-enabled devices. Article Title
• Positive Sentiment: Microsoft’s Build 2026 conference begins June 2, and investors are positioning for product and AI announcements that could showcase new Copilot, cloud, and developer tools. Article Title
• Positive Sentiment: Wall Street commentary has turned more constructive, with one new call highlighting Microsoft’s upside potential as AI demand and enterprise adoption continue to support revenue growth. Article Title
• Neutral Sentiment: Several articles focused on Microsoft’s broader AI strategy, including new coding-model competition with Google and OpenAI and a redesigned Microsoft 365 Copilot interface, which signals continued investment but no immediate earnings impact. Article Title
• Neutral Sentiment: Recent commentary noted Microsoft is benefiting from a bullish technical setup, with shares moving above the 200-day moving average and sentiment improving after a weak start to the year. Article Title
• Negative Sentiment: One report raised concerns about internal employee sentiment and increased performance pressure at Microsoft, which is not an immediate stock driver but could point to execution strain if it persists. Article Title

Microsoft Trading Up 2.3%

NASDAQ:MSFT opened at $460.52 on Tuesday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market cap of $3.42 trillion, a price-to-earnings ratio of 27.41, a price-to-earnings-growth ratio of 1.62 and a beta of 1.11. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The firm has a 50-day moving average price of $403.52 and a two-hundred day moving average price of $433.78.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company's revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter last year, the business posted $3.46 EPS. On average, equities analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders 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 annualized dividend and a yield of 0.8%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Insider Activity

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm's stock in a transaction that occurred on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on MSFT. Guggenheim reissued a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Melius Research set a $430.00 target price on shares of Microsoft in a report on Monday, February 9th. Truist Financial lowered their target price on shares of Microsoft from $675.00 to $575.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Finally, Scotiabank lowered their target price on shares of Microsoft from $600.00 to $550.00 and set an "outperform" rating on the stock in a report on Thursday, April 30th. Forty investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $561.20.

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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