Trilogy Capital Inc. Acquires 1,547 Shares of Microsoft Corporation $MSFT

Key Points

• Trilogy Capital increased its stake in Microsoft by 7.8% in Q4, buying 1,547 shares to own 21,378 shares valued at about $10.34 million.
• Analysts remain broadly constructive with a MarketBeat consensus rating of "Moderate Buy" and a consensus price target of $570, despite several firms trimming near‑term targets.
• Notable insider activity: EVP Kathleen T. Hogan sold 12,321 shares for roughly $5.05 million, while Director John W. Stanton purchased 5,000 shares for about $1.99 million.

Trilogy Capital Inc. grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,378 shares of the software giant's stock after buying an additional 1,547 shares during the quarter. Trilogy Capital Inc.'s holdings in Microsoft were worth $10,339,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in MSFT. BLVD Private Wealth LLC increased its holdings in Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock worth $1,641,000 after purchasing an additional 19 shares in the last quarter. Magnolia Capital Management Ltd. lifted its holdings in shares of Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock valued at $3,371,000 after purchasing an additional 20 shares in the last quarter. ARK & TLK Investments LLC boosted its position in shares of Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock valued at $1,002,000 after buying an additional 20 shares during the last quarter. Rochester Wealth Strategies LLC grew its holdings in Microsoft by 2.9% during the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant's stock worth $363,000 after buying an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have weighed in on MSFT. Rothschild & Co Redburn dropped their price objective on Microsoft from $450.00 to $400.00 and set a "neutral" rating on the stock in a research note on Thursday, April 23rd. Guggenheim reiterated a "buy" rating and issued a $586.00 target price on shares of Microsoft in a research note on Thursday, April 23rd. Robert W. Baird lowered their target price on shares of Microsoft from $540.00 to $500.00 and set an "outperform" rating for the company in a report on Wednesday, April 15th. The Goldman Sachs Group reissued a "buy" rating on shares of Microsoft in a research report on Thursday, February 12th. Finally, Barclays restated an "overweight" rating on shares of Microsoft in a report on Monday, March 9th. Two analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $570.00.

Insider Activity at Microsoft

In related news, EVP Kathleen T. Hogan sold 12,321 shares of the company'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 value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director John W. Stanton bought 5,000 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was purchased at an average cost of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the transaction, the director directly owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Price Performance

MSFT opened at $424.82 on Tuesday. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45. The firm has a 50-day moving average of $393.95 and a 200 day moving average of $449.40. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The firm has a market cap of $3.15 trillion, a P/E ratio of 26.57, a PEG ratio of 1.60 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data 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 business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company's revenue for the quarter was up 16.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.23 earnings per share. On average, research analysts expect that Microsoft Corporation will post 16.54 EPS for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft's payout ratio is 22.76%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Accenture will deploy Microsoft Copilot to ~743,000 employees, a large enterprise adoption that should boost Microsoft 365/Commercial monetization and validate Copilot demand. Accenture to roll out Copilot to all 743,000 employees in boost for Microsoft
• Positive Sentiment: Notable value investor Michael Burry disclosed a new MSFT purchase, a signal some traders view as a contrarian endorsement after recent weakness. Michael Burry Just Bought Microsoft. It’s a Genius Move Worth Following
• Neutral Sentiment: Analysts remain broadly constructive but are trimming targets and recalibrating near-term expectations ahead of earnings — Oppenheimer reaffirmed Outperform but cut its PT; Cantor Fitzgerald trimmed its target too. That keeps long‑term thesis intact but raises short‑term uncertainty. Oppenheimer Outperform, PT Cut (Benzinga)
• Neutral Sentiment: Market commentary and previews (Jefferies, Evercore, others) flag Q3 earnings as pivotal — strong cloud and AI numbers could reignite the rally, so near-term price action will hinge on Wednesday’s print. Microsoft Q3 preview: Jefferies says it's time to reset the narrative
• Negative Sentiment: Microsoft and OpenAI rewrote their deal: Microsoft’s exclusive license ends, OpenAI can sell products on AWS/Google Cloud, and Microsoft will stop traditional revenue sharing — a change that reduces Azure’s exclusivity moat and spurred an immediate share pullback as investors price higher cloud competition. Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
• Negative Sentiment: Operational and regulatory noise: an Outlook.com sign‑in outage and a new UK antitrust lawsuit from Slack over Teams bundling add execution and legal risk that could weigh on near‑term sentiment. Microsoft says Outlook.com outage is causing sign‑in failures - BleepingComputer Microsoft facing UK antitrust lawsuit from Slack over Teams 'bundling' (Reuters)

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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