Myriad Asset Management US LP Reduces Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Myriad Asset Management US LP cut its Microsoft stake by 61.3% in Q4, selling 8,809 shares and retaining 5,566 shares worth $2,692,000, which represent about 4.5% of the firm's portfolio and its fifth-largest holding.
• Microsoft continues to show strong fundamentals and AI momentum—Q3 results beat EPS and revenue estimates and an AI data center went live early while enterprise and government deals (e.g., Stellantis, CFTC) broaden Azure/Copilot demand—although analysts have trimmed price targets and data‑center delays pose near‑term risks.

Myriad Asset Management US LP lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 61.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,566 shares of the software giant's stock after selling 8,809 shares during the quarter. Microsoft makes up about 4.5% of Myriad Asset Management US LP's portfolio, making the stock its 5th biggest position. Myriad Asset Management US LP's holdings in Microsoft were worth $2,692,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of MSFT. WFA Asset Management Corp boosted its position in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. boosted its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its position in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its holdings in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Fairwater AI data center in Wisconsin went live ahead of schedule, a tangible execution win that eases near‑term capacity concerns and signals Microsoft is accelerating AI infrastructure deployment — a direct positive for Azure AI revenue prospects. Microsoft stock jumps as AI data center goes live
• Positive Sentiment: Large enterprise partnerships and marketplace integrations broaden Azure adoption: Stellantis signed a five‑year AI/cloud deal and Expert.ai’s EidenAI Suite is now on Azure Marketplace — both expand addressable enterprise demand for Microsoft’s cloud + Copilot stack. Stellantis, Microsoft sign five-year partnership Expert.ai and Microsoft Italy announce collaboration
• Positive Sentiment: Government and regulatory adoption — the CFTC is using Microsoft Copilot/AI tools for surveillance, a sign that public‑sector adoption of Microsoft AI products is rising and provides a durable revenue cohort. CFTC Uses Microsoft AI Tools
• Neutral Sentiment: Analyst moves are mixed: TD Cowen lowered its price target to $540 but kept a Buy rating (maintains bullish long‑term view despite trimming upside), while other firms have grown cautious — watch revisions for near‑term momentum. TD Cowen price target update
• Neutral Sentiment: Macro/earnings calendar: investors are watching fiscal Q3 results (Apr 29) for signs AI spend is translating into accelerating Azure revenue and Copilot monetization; near‑term volatility could persist into the print. Microsoft eyes AI execution, Azure growth
• Negative Sentiment: Industry capacity risk: Financial Times reports delays on a sizeable share of U.S. data‑center builds (affecting multiple players), underscoring supply‑chain and permitting risks that could constrain AI rollout timing and margin recovery. Data centre delays threaten to choke AI expansion
• Negative Sentiment: Bearish commentary and downside scenarios remain: some analysts and opinion pieces argue MSFT still faces near‑term growth/valuation risks (including calls for deeper corrections), so rallies could be met with profit‑taking until clearer proof of AI monetization appears. Microsoft: Don't Buy The Dip

Analyst Upgrades and Downgrades

MSFT has been the subject of several analyst reports. UBS Group decreased their price objective on Microsoft from $600.00 to $510.00 and set a "buy" rating for the company in a report on Wednesday, March 25th. Royal Bank Of Canada reiterated an "outperform" rating on shares of Microsoft in a report on Monday, March 2nd. Scotiabank decreased their price objective on Microsoft from $650.00 to $600.00 and set a "sector outperform" rating for the company in a report on Thursday, January 29th. Oppenheimer restated an "outperform" rating on shares of Microsoft in a research note on Thursday, January 29th. Finally, Wedbush reduced their target price on Microsoft from $625.00 to $575.00 and set an "outperform" rating for the company in a research note on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and a consensus price target of $577.58.

Microsoft Stock Performance

Shares of MSFT stock opened at $422.79 on Monday. The firm has a market capitalization of $3.14 trillion, a price-to-earnings ratio of 26.44, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The company has a debt-to-equity ratio of 0.09, a current ratio of 1.39 and a quick ratio of 1.38. The business has a fifty day moving average of $391.87 and a 200 day moving average of $453.57. Microsoft Corporation has a 1 year low of $355.67 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, topping the consensus estimate of $3.86 by $0.28. The company had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm's revenue for the quarter was up 16.7% compared to the same quarter last year. During the same period last year, the firm earned $3.23 EPS. As a group, research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is currently 22.76%.

Insider Activity

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction dated 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 directly owned 137,933 shares of the company's stock, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director John W. Stanton purchased 5,000 shares of the business's stock in a transaction on Wednesday, February 18th. The shares were bought at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This trade represents a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.03% of the stock is currently owned by company insiders.

Microsoft Company 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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