Perigon Wealth Management LLC Increases Holdings in Microsoft Corporation $MSFT

Key Points

• Perigon Wealth Management increased its stake in Microsoft (MSFT) by 8.6% in Q4, buying an additional 14,493 shares to hold 182,514 shares valued at about $88.27 million, making MSFT roughly 1.6% of its portfolio and its eighth-largest position.
• Microsoft scored a near-term AI-compute win by taking spare capacity at a Norway data center (access to tens of thousands of Nvidia GPUs), helping the stock rally ~4.6%; analysts remain broadly positive but mixed on valuation, with a consensus rating of "Moderate Buy" and a $579.82 price target.
• Insider activity was mixed: EVP Kathleen Hogan sold 12,321 shares (~$5.05M at $409.52/share) while director John W. Stanton bought 5,000 shares at $397.35, and institutional investors own about 71.13% of the stock.

Perigon Wealth Management LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 182,514 shares of the software giant's stock after purchasing an additional 14,493 shares during the quarter. Microsoft makes up approximately 1.6% of Perigon Wealth Management LLC's investment portfolio, making the stock its 8th biggest position. Perigon Wealth Management LLC's holdings in Microsoft were worth $88,267,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% in 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 during the period. Bayforest Capital Ltd bought a new stake in Microsoft during the third quarter valued at about $38,000. LSV Asset Management bought a new stake in Microsoft during the fourth quarter valued at about $44,000. Sellwood Investment Partners LLC bought a new stake in Microsoft during the third quarter valued at about $49,000. Finally, University of Illinois Foundation bought a new stake in Microsoft during the second quarter valued at about $50,000. 71.13% of the stock is owned by institutional investors.

Insider Activity at Microsoft

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

Key Microsoft News

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

Wall Street Analyst Weigh In

A number of research firms have commented on MSFT. Wolfe Research decreased their price target on Microsoft from $625.00 to $530.00 and set an "outperform" rating on the stock in a report on Thursday, January 29th. Cantor Fitzgerald reissued an "overweight" rating and set a $590.00 price target on shares of Microsoft in a report on Thursday, January 29th. DZ Bank reissued a "buy" rating on shares of Microsoft in a report on Thursday, January 29th. William Blair reissued an "outperform" rating on shares of Microsoft in a report on Monday, March 9th. Finally, UBS Group decreased their price target on Microsoft from $600.00 to $510.00 and set a "buy" rating on the stock in a report on Wednesday, March 25th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $579.82.

Microsoft Trading Up 4.6%

MSFT opened at $411.22 on Thursday. The firm has a market cap of $3.05 trillion, a P/E ratio of 25.72, a P/E/G ratio of 1.49 and a beta of 1.11. Microsoft Corporation has a 12 month low of $355.67 and a 12 month high of $555.45. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. The stock has a 50-day moving average of $390.90 and a 200 day moving average of $455.36.

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

Microsoft Dividend Announcement

The firm also recently announced 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 dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's payout ratio is 22.76%.

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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