Microsoft Corporation $MSFT Position Boosted by Trilogy Capital Inc.

Trilogy Capital Inc. lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 8.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,256 shares of the software giant’s stock after purchasing an additional 1,878 shares during the quarter. Trilogy Capital Inc.’s holdings in Microsoft were worth $8,609,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also made changes to their positions in the company. WFA Asset Management Corp increased its stake in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its position in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its holdings in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: DA Davidson reiterated a Buy rating and a $550 price target on Microsoft, suggesting meaningful upside from current levels. Benzinga article
• Positive Sentiment: Multiple reports said Azure cloud growth remains strong and Microsoft’s AI business is still expanding, with analysts highlighting cloud share gains and AI monetization as key drivers for a future rebound. Blockonomi article
• Positive Sentiment: Several bullish pieces argued Microsoft may be one of the most mispriced AI stocks, pointing to its large OpenAI stake, strong enterprise demand, and the potential for Copilot and “orchestration” tools to become more lucrative over time. Barron’s article
• Neutral Sentiment: Microsoft also drew attention for a new AI-focused business unit and for merging its consumer and enterprise Copilot apps, which could improve product clarity but is still in the execution phase. Motley Fool article
• Negative Sentiment: Microsoft said it is cutting about 4,800 jobs globally, with roughly 3,200 roles hit in Xbox, signaling a broad restructuring and raising concerns about weaker gaming economics. Reuters article
• Negative Sentiment: Investors are also reacting to a securities fraud class action tied to alleged Copilot and Azure disclosure issues, adding legal overhang after prior stock weakness. PR Newswire article

Microsoft Stock Performance

Shares of Microsoft stock traded up $5.43 during trading on Tuesday, reaching $392.17. The company’s stock had a trading volume of 4,549,209 shares, compared to its average volume of 37,726,043. Microsoft Corporation has a one year low of $349.20 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The firm has a market cap of $2.91 trillion, a price-to-earnings ratio of 23.35, a price-to-earnings-growth ratio of 1.22 and a beta of 1.13. The business’s fifty day moving average price is $406.14 and its 200-day moving average price is $417.46.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $3.46 EPS. As a group, equities research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

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 $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s dividend payout ratio is currently 21.67%.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have weighed in on MSFT shares. Deutsche Bank Aktiengesellschaft reduced their price target on Microsoft from $575.00 to $550.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Dbs Bank cut their price objective on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Oppenheimer restated an “outperform” rating and issued a $515.00 target price (down from $630.00) on shares of Microsoft in a report on Monday, April 27th. Scotiabank raised Microsoft from an “outperform” rating to an “outperform” rating in a research report on Monday. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $502.00 price target on shares of Microsoft in a report on Thursday, June 4th. Forty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $560.75.

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).