Third View Private Wealth LLC Acquires New Shares in Microsoft Corporation $MSFT

Key Points

• Third View Private Wealth LLC acquired a new stake of 62,309 shares of Microsoft (≈$30.13 million) in Q4, making MSFT about 4.1% of its portfolio and its second‑largest position.
• Microsoft reported strong quarterly results — EPS $4.27 and revenue $82.89B — with 40%+ Azure/cloud growth and accelerating AI monetization, though investors remain concerned about record capex (~$190B guidance) that could pressure near‑term free cash flow.
• Wall Street consensus is a Moderate Buy with an average price target of about $556, as 38 analysts rate Buy, five Hold and one Strong Buy, and institutional investors hold roughly 71% of the stock.

Third View Private Wealth LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,309 shares of the software giant's stock, valued at approximately $30,134,000. Microsoft comprises about 4.1% of Third View Private Wealth LLC's portfolio, making the stock its 2nd largest position.

Other large investors have also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in Microsoft in the third quarter valued at approximately $38,000. Sellwood Investment Partners LLC acquired a new position in Microsoft in the third quarter valued at approximately $49,000. University of Illinois Foundation acquired a new position in Microsoft in the second quarter valued at approximately $50,000. Finally, Daytona Street Capital LLC acquired a new position in Microsoft in the fourth quarter valued at approximately $50,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on MSFT. The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a research report on Thursday. BNP Paribas Exane cut their target price on Microsoft from $556.00 to $555.00 and set an "outperform" rating on the stock in a research report on Friday. Wall Street Zen lowered Microsoft from a "buy" rating to a "hold" rating in a research report on Sunday, January 18th. William Blair reissued an "outperform" rating on shares of Microsoft in a research report on Monday, March 9th. Finally, Raymond James Financial cut their target price on Microsoft from $580.00 to $540.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and an average price target of $556.15.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Q3 results and the earnings call highlighted 40%+ Azure/cloud growth and accelerating AI monetization, giving investors confidence in the company’s long-term AI revenue runway. Microsoft Earnings Call: AI Growth Surges, Margins Squeezed
• Positive Sentiment: The U.S. Pentagon signed agreements allowing Microsoft’s AI tech on classified networks — a credibility and contract win that can translate into long-term, high‑value government revenue. Pentagon inks deals with Nvidia, Microsoft and AWS to deploy AI on classified networks
• Positive Sentiment: Analyst actions include several price‑target raises and reaffirmations (Benchmark raised to $525, others keep buy ratings), signaling continued bullish conviction among some buy‑side firms. Microsoft Corp. (MSFT) Price Target Increased to $525 by Benchmark
• Positive Sentiment: Product catalyst: rollout of Windows 11’s new Xbox Mode supports consumer engagement and adds a near‑term, tangible product story for the stock. Microsoft Stock (MSFT) Jumps on Windows 11 Xbox Mode Rollout
• Neutral Sentiment: The revised Microsoft–OpenAI relationship (ending exclusivity) is being parsed by markets: it reduces some exclusivity upside but clarifies commercial terms that could be neutral-to-positive longer term depending on monetization. Microsoft and OpenAI Just Ended Their Exclusive Deal, and Wall Street Is Trying Hard to Shake Off the Negatives for MSFT Stock
• Neutral Sentiment: Commentary from TV/hosts (e.g., Jim Cramer) describes MSFT as attractively valued but notes limited new messaging on the call — this shapes retail sentiment but isn’t new fundamental data. Jim Cramer on Microsoft: “Maybe You Can Consider It Cheap, But It’s Software”
• Negative Sentiment: Investors remain focused on record capex (roughly $190B guidance) and the near‑term hit to free cash flow — that spending narrative caused the post‑earnings pullback and continues to cap the multiple. Beat meets bill: MSFT stock slips on AI expenditure concerns despite strong Q3
• Negative Sentiment: Goldman’s note flagging extreme cloud cash burn and other outlets highlighting the industry’s rising AI capex raises concern that spending could pressure margins and returns if monetization lags. Microsoft, Amazon On Watch ― Goldman Sounds Alarm On 90% Cloud Cash Burn
• Negative Sentiment: Some brokers trimmed price targets or cut upside on valuation as they bake in capex risk (HSBC cut its target), keeping a portion of the market cautious. HSBC Cuts Microsoft Price Target to $571 From $593

Microsoft Stock Up 1.6%

Shares of NASDAQ MSFT opened at $414.41 on Friday. The stock has a market cap of $3.08 trillion, a P/E ratio of 24.67, a PEG ratio of 1.56 and a beta of 1.10. The company has a current ratio of 1.28, a quick ratio of 1.38 and a debt-to-equity ratio of 0.08. Microsoft Corporation has a 12-month low of $356.28 and a 12-month high of $555.45. The business's fifty day simple moving average is $395.28 and its 200-day simple moving average is $447.91.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 31.94% and a net margin of 39.34%.The company's revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period last year, the firm earned $3.46 earnings per share. As a group, equities analysts predict that Microsoft Corporation will post 16.68 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft's dividend payout ratio (DPR) is presently 21.67%.

Insider Buying and Selling at Microsoft

In related news, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction dated Wednesday, February 18th. The shares were acquired at an average cost of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares in the company, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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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