Microsoft Corporation $MSFT Holdings Raised by Trevian Wealth Management LLC

Trevian Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT) by 33.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,320 shares of the software giant’s stock after purchasing an additional 2,074 shares during the period. Microsoft comprises 2.3% of Trevian Wealth Management LLC’s investment portfolio, making the stock its 8th biggest position. Trevian Wealth Management LLC’s holdings in Microsoft were worth $4,310,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Westend Capital Management LLC increased its holdings in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares during the last quarter. University of Illinois Foundation acquired a new stake in Microsoft in the second quarter valued at $50,000. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth about $44,000. Finally, PayPay Securities Corp boosted its position in shares of Microsoft by 29.9% during the 2nd quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock worth $63,000 after acquiring an additional 29 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of Microsoft stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the sale, the chief executive officer owned 129,349 shares of the company’s stock, valued at approximately $63,577,620.48. The trade was a 8.97% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider owned 461,597 shares in the company, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,100 shares of company stock valued at $27,598,872 over the last quarter. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $480.58 on Wednesday. The stock’s 50-day moving average price is $477.68 and its 200 day moving average price is $500.81. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The stock has a market capitalization of $3.57 trillion, a PE ratio of 34.18, a price-to-earnings-growth ratio of 1.89 and a beta of 1.07. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period last year, the business posted $3.30 EPS. The company’s revenue was up 18.4% on a year-over-year basis. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s dividend payout ratio is presently 25.89%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 200 AI chip launch: Microsoft unveiled a second?generation inference accelerator that management says cuts inference cost and power per query — a direct lever to improve Azure/Copilot margins as AI usage scales. Read More.
• Positive Sentiment: Large data?center approvals: Mount Pleasant, Wis., board approved plans for 15 additional data centers (multi?billion dollar project); expands capacity to meet AI demand and supports long?term Azure revenue growth. Read More.
• Positive Sentiment: Strong cloud / AI momentum into earnings: Multiple previews highlight robust Azure growth and Copilot monetization as the primary upside drivers for revenue and guidance sensitivity. Investors expect management commentary on monetization and backlog. Read More.
• Neutral Sentiment: Market positioning ahead of Q2: Analysts and traders are pricing in a high?expectations earnings event where forward guidance will likely matter more than the headline quarter. Watch capex/guidance language. Read More.
• Neutral Sentiment: Shareholder returns: Microsoft announced its first 2026 dividend payment date — supports income investors but has limited near?term price impact vs. AI narrative. Read More.
• Negative Sentiment: Analyst concern on margins/CAPEX: Stifel lowered its price target citing near?term margin pressure from elevated AI spend; other firms have trimmed targets or reiterated caution ahead of guidance. That raises downside risk if management signals continued heavy spend. Read More.
• Negative Sentiment: Environmental & regulatory/ESG scrutiny: Reporting flags rising water use at AI data centers — a potential regulatory/community constraint and reputational risk that could affect future site approvals and costs. Read More.
• Negative Sentiment: Legal/third?party AI risk: A class action tied to an AI hiring tool used by Big Tech (including Microsoft customers) underscores litigation and compliance risks around AI deployments. Read More.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on MSFT shares. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research report on Thursday, October 30th. Raymond James Financial reduced their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. Barclays dropped their target price on shares of Microsoft from $625.00 to $610.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Rothschild & Co Redburn reduced their price target on shares of Microsoft from $500.00 to $450.00 and set a “neutral” rating for the company in a research report on Wednesday, January 21st. Finally, Redburn Partners set a $450.00 price objective on shares of Microsoft in a research note on Wednesday, January 21st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Microsoft presently has an average rating of “Buy” and a consensus price target of $612.58.

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).