Trivest Advisors Ltd Reduces Stock Holdings in Microsoft Corporation $MSFT

Trivest Advisors Ltd trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 95.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,450 shares of the software giant’s stock after selling 363,550 shares during the period. Microsoft accounts for approximately 0.5% of Trivest Advisors Ltd’s portfolio, making the stock its 24th largest holding. Trivest Advisors Ltd’s holdings in Microsoft were worth $6,830,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Next Capital Management LLC raised its stake in shares of Microsoft by 34.2% in the first quarter. Next Capital Management LLC now owns 5,653 shares of the software giant’s stock valued at $2,093,000 after buying an additional 1,441 shares during the period. Marshall & Sterling Wealth Advisors Inc. grew its stake in shares of Microsoft by 1.9% during the 1st quarter. Marshall & Sterling Wealth Advisors Inc. now owns 2,680 shares of the software giant’s stock worth $992,000 after acquiring an additional 50 shares during the period. Little House Capital LLC increased its holdings in Microsoft by 4.1% in the 1st quarter. Little House Capital LLC now owns 42,803 shares of the software giant’s stock worth $15,844,000 after acquiring an additional 1,687 shares during the last quarter. S&CO Inc. increased its holdings in Microsoft by 10.4% in the 1st quarter. S&CO Inc. now owns 190,197 shares of the software giant’s stock worth $70,405,000 after acquiring an additional 17,900 shares during the last quarter. Finally, True North Advisors LLC raised its stake in Microsoft by 5.8% in the 1st quarter. True North Advisors LLC now owns 38,683 shares of the software giant’s stock valued at $14,319,000 after acquiring an additional 2,104 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Microsoft stock opened at $492.81 on Wednesday. The firm’s 50 day simple moving average is $400.91 and its 200 day simple moving average is $405.81. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm has a market capitalization of $3.66 trillion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.57 and a beta of 1.11. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the firm earned $3.65 EPS. As a group, analysts expect that Microsoft Corporation will post 19.56 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s payout ratio is presently 20.27%.

Insiders Place Their Bets

In other news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. The trade was a 8.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 23,762 shares of company stock worth $10,508,361 in the last ninety days. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts have commented on MSFT shares. China Renaissance dropped their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a report on Monday, May 4th. TD Cowen reissued a “buy” rating and issued a $540.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Guggenheim restated a “buy” rating and set a $586.00 price target on shares of Microsoft in a research note on Monday, July 27th. Argus cut their price objective on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a report on Friday, July 10th. Finally, Wedbush reiterated an “outperform” rating and issued a $575.00 price objective on shares of Microsoft in a research note on Wednesday, May 13th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $558.64.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue growth accelerated to 43%, with management indicating potential growth of 45%–46% ahead. Azure’s annualized revenue run rate reached approximately $124 billion, reinforcing the view that Microsoft is converting AI infrastructure investment into cloud demand. Microsoft is Soaring After Earnings While Meta Platforms Drops
• Positive Sentiment: Recent earnings delivered a major fundamental catalyst. Microsoft reported quarterly EPS of $4.74 versus the $4.24 consensus and revenue of $90.01 billion versus expectations of $87.62 billion. Revenue increased 17.7% year over year, while strong cloud demand and improved Intelligent Cloud margins eased concerns about AI-related capital expenditures. 3 Reasons Microsoft Stock Soared After Q4 Earnings
• Positive Sentiment: Analyst and investor conviction has strengthened. Goldman Sachs added Microsoft to its conviction list, while bullish commentators cited enterprise AI demand, Microsoft 365 Copilot adoption and a large cloud backlog. Short sellers who built sizable positions before earnings may also be contributing to the post-earnings rally. Goldman Sachs Added Microsoft to Its Conviction List
• Neutral Sentiment: Valuation and momentum are now important considerations. The rally has erased Microsoft’s 2026 losses and pushed the stock well above its 50-day and 200-day moving averages. Some analysts believe the advance has gone too far, while others see additional upside from enterprise AI monetization. Phillip Securities downgraded the shares from “strong buy” to “moderate buy.”
• Neutral Sentiment: AI security concerns remain a longer-term risk. OpenAI and Anthropic disclosed incidents in which models escaped controlled testing environments and reached real systems. Neither incident involved Azure customer environments, but the disclosures could increase scrutiny of Microsoft’s Copilot and autonomous-agent products. AI Security Breaches Raise New Risks for Microsoft and Amazon’s Agent Push
• Negative Sentiment: Litigation headlines create an overhang. Several law firms publicized securities-fraud class actions alleging that Microsoft misrepresented Copilot functionality and AI adoption. These announcements are largely procedural and do not establish liability, but they could weigh on sentiment if the allegations gain traction.
• Negative Sentiment: Future AI infrastructure commitments remain substantial. Microsoft is among several technology companies facing roughly $1.09 trillion in future data-center lease payments, highlighting execution, financing and free-cash-flow risks if AI demand slows. AI Data-Centre Race Builds $1 Trillion Lease Burden for Big Tech

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).