True Vision MN LLC Invests $747,000 in Microsoft Corporation $MSFT

Key Points

• True Vision MN LLC disclosed a new position in Microsoft during the first quarter, buying 2,018 shares worth about $747,000.
• Microsoft’s latest quarterly results topped expectations, with EPS of $4.27 and revenue of $82.89 billion, while revenue rose 18.3% year over year.
• The stock remains heavily owned by institutions and continues to attract mixed analyst views, with a consensus rating of Moderate Buy and a price target around $560.86, though concerns persist about AI spending and cloud-margin pressure.

True Vision MN LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 2,018 shares of the software giant's stock, valued at approximately $747,000.

A number of other hedge funds also recently added to or reduced their stakes in MSFT. Sunbeam Capital Management LLC boosted its stake in Microsoft by 1.9% during the 1st quarter. Sunbeam Capital Management LLC now owns 11,693 shares of the software giant's stock valued at $4,328,000 after purchasing an additional 220 shares during the last quarter. Spectrum Planning & Advisory Services Inc. lifted its holdings in shares of Microsoft by 2.9% during the first quarter. Spectrum Planning & Advisory Services Inc. now owns 6,484 shares of the software giant's stock valued at $2,400,000 after purchasing an additional 181 shares in the last quarter. Evolve Private Wealth LLC boosted its position in shares of Microsoft by 25.8% during the first quarter. Evolve Private Wealth LLC now owns 98,048 shares of the software giant's stock valued at $36,295,000 after buying an additional 20,100 shares during the last quarter. Allegheny Financial Group increased its holdings in Microsoft by 1.2% in the 1st quarter. Allegheny Financial Group now owns 23,455 shares of the software giant's stock worth $8,682,000 after buying an additional 273 shares in the last quarter. Finally, Center For Asset Management LLC increased its holdings in Microsoft by 29.1% in the 1st quarter. Center For Asset Management LLC now owns 12,504 shares of the software giant's stock worth $4,629,000 after buying an additional 2,822 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to secure new enterprise AI and cloud partnerships, including expanded collaborations around Microsoft 365 Copilot and Azure, which support its long-term AI monetization story.
• Positive Sentiment: Microsoft’s 20-year power agreement tied to its Texas data-center buildout helps de-risk AI infrastructure expansion and supports cloud capacity growth.
• Positive Sentiment: ICON plc selected Microsoft as a preferred technology partner, reinforcing demand for Microsoft’s AI and productivity tools in healthcare and enterprise workflows.
• Neutral Sentiment: Analysts and market commentators remain split: some still view Microsoft as a high-quality AI platform with strong long-term upside, while others say the stock has been oversold and may be approaching a valuation reset.
• Neutral Sentiment: Microsoft was also named in multiple new or ongoing lawsuits and class-action notices tied to alleged securities issues and copyright claims involving AI training data, adding headline risk but no immediate operating impact yet.
• Negative Sentiment: Stifel cut its price target on Microsoft and said Wall Street’s gross-margin expectations may be too high as Azure growth and AI capex pressure cloud profitability.
• Negative Sentiment: Microsoft’s Xbox price hikes and repeated gaming price increases suggest hardware cost inflation is squeezing a business line that had already been weakening.
• Negative Sentiment: Investor concern over heavy AI spending, shrinking free cash flow, and lower cloud-margin expectations is weighing on sentiment and helping explain why MSFT is falling.
• Negative Sentiment: EU regulators said Microsoft Azure may face stricter “gatekeeper” rules under the Digital Markets Act, raising the possibility of more compliance burden and oversight in Europe.
• Negative Sentiment: Microsoft’s quantum-computing claims also came under renewed criticism, which adds to skepticism around some of its more speculative AI-related initiatives.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on MSFT shares. Arete Research lifted their price target on shares of Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. Wedbush restated an "outperform" rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, May 13th. DA Davidson dropped their target price on shares of Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a report on Thursday, April 30th. Royal Bank Of Canada reaffirmed a "buy" rating on shares of Microsoft in a research report on Friday, May 22nd. Finally, Citizens Jmp began coverage on shares of Microsoft in a research note on Monday, June 1st. They set an "outperform" rating and a $550.00 target price for the company. Forty-one research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $560.86.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $352.83 on Friday. The firm's 50 day moving average price is $411.13 and its 200-day moving average price is $421.81. Microsoft Corporation has a twelve month low of $349.20 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. The stock has a market capitalization of $2.62 trillion, a PE ratio of 21.00, a price-to-earnings-growth ratio of 1.32 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results 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. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company had revenue of $82.89 billion during the quarter, compared to analyst estimates of $81.44 billion. During the same period in the previous year, the business posted $3.46 earnings per share. The firm's quarterly revenue was up 18.3% compared to the same quarter last year. Equities research analysts expect that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft's payout ratio is presently 21.67%.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Amy Coleman sold 1,262 shares of the firm's stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 23,762 shares of company stock valued at $10,508,361 in the last 90 days. Company insiders own 0.03% of the company's stock.

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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