Nan Fung Trinity HK Ltd. Has $31.53 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Nan Fung Trinity HK Ltd. increased its Microsoft stake by 49.8% in the fourth quarter, buying 21,680 additional shares and bringing its total holdings to 65,192 shares worth about $31.5 million.
• Institutional ownership remains heavy, with hedge funds and other large investors holding 71.13% of Microsoft shares. Several other firms also recently added or initiated positions in the stock.
• Microsoft continues to get strong Wall Street support, with 40 Buy ratings and a consensus Moderate Buy rating; analysts’ average price target is $561.20, while the company also beat earnings expectations in its latest quarter.

Nan Fung Trinity HK Ltd. boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 49.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 65,192 shares of the software giant's stock after purchasing an additional 21,680 shares during the quarter. Microsoft comprises approximately 2.5% of Nan Fung Trinity HK Ltd.'s holdings, making the stock its 9th largest position. Nan Fung Trinity HK Ltd.'s holdings in Microsoft were worth $31,528,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC grew its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft in the 4th quarter worth $34,000. Fairway Wealth LLC grew its position in Microsoft by 287.0% in 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 during the last quarter. LSV Asset Management acquired a new stake in Microsoft in the 4th quarter worth $44,000. Finally, Sellwood Investment Partners LLC acquired a new stake in Microsoft in the 3rd quarter worth $49,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Barclays reaffirmed an "overweight" rating on shares of Microsoft in a research report on Wednesday. Tigress Financial upped their price objective on shares of Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. William Blair reaffirmed an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Citizens Jmp assumed coverage on shares of Microsoft in a research report on Monday. They set an "outperform" rating and a $550.00 price objective for the company. Finally, Guggenheim reaffirmed a "buy" rating and set a $586.00 price objective on shares of Microsoft in a research report on Thursday, April 30th. Forty equities research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $561.20.

Insider Activity at Microsoft

In related 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 value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This trade represents a 8.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 29,083 shares of company stock valued at $12,710,152 over the last quarter. 0.03% of the stock is owned by company insiders.

Microsoft Stock Performance

NASDAQ MSFT opened at $427.34 on Thursday. The stock has a market cap of $3.17 trillion, a P/E ratio of 25.44, a PEG ratio of 1.59 and a beta of 1.11. The company's 50-day simple moving average is $405.61 and its 200 day simple moving average is $432.76. Microsoft Corporation has a twelve month low of $356.28 and a twelve month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

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

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid 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 payout ratio is presently 21.67%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
• Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
• Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
• Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
• Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
• Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

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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