Lincluden Management Ltd. Has $8.22 Million Stake in Microsoft Corporation $MSFT

Lincluden Management Ltd. lowered its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 9.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,997 shares of the software giant’s stock after selling 1,697 shares during the quarter. Microsoft accounts for about 0.9% of Lincluden Management Ltd.’s portfolio, making the stock its 25th biggest position. Lincluden Management Ltd.’s holdings in Microsoft were worth $8,220,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. IRON Financial LLC boosted its stake in shares of Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock worth $3,372,000 after acquiring an additional 1,225 shares during the period. PMG Family Office LLC acquired a new stake in Microsoft during the 3rd quarter worth approximately $828,000. Trifecta Capital Advisors LLC lifted its holdings in Microsoft by 2.3% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock worth $36,347,000 after purchasing an additional 1,572 shares during the last quarter. TD Waterhouse Canada Inc. lifted its holdings in Microsoft by 1.0% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant’s stock worth $493,860,000 after purchasing an additional 9,700 shares during the last quarter. Finally, Werba Rubin Papier Wealth Management lifted its holdings in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after purchasing an additional 1,698 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $416.03 on Wednesday. The stock has a market capitalization of $3.09 trillion, a PE ratio of 24.76, a P/E/G ratio of 1.51 and a beta of 1.10. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The business has a fifty day moving average price of $400.12 and a two-hundred day moving average price of $435.60. Microsoft Corporation has a fifty-two week low of $356.28 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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 analysts’ expectations of $81.44 billion. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company’s quarterly revenue was up 18.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $3.46 EPS. As a group, equities analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Thursday, May 21st will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is 21.67%.

Insiders Place Their Bets

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’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 transaction, the executive vice president directly owned 46,003 shares of the company’s stock, valued at $18,922,874.02. This trade represents a 2.67% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MSFT. Arete Research lifted their price target on Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. President Capital lifted their price target on Microsoft from $500.00 to $520.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Citigroup lifted their price target on Microsoft from $600.00 to $620.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. New Street Research dropped their price target on Microsoft from $675.00 to $600.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Finally, Dbs Bank dropped their price target on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Thirty-nine analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $560.88.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas sees significant upside potential for Microsoft, citing strong AI demand, more than 25 million expected paid Copilot seats, and Azure growth that could stay above 40%. Article Title
• Positive Sentiment: Bill Ackman’s Pershing Square has taken a large Microsoft position, which some investors view as a vote of confidence in the long-term AI thesis. Article Title
• Positive Sentiment: Analysts and market commentators continue to argue Microsoft remains a strong long-term AI beneficiary, with some saying recent weakness may be creating an attractive entry point. Article Title
• Neutral Sentiment: Microsoft’s recent earnings beat was solid, but the stock has remained weak since the post-earnings sell-off, suggesting investors are focused more on forward guidance and AI spending than last quarter’s results. Article Title
• Neutral Sentiment: Microsoft is also benefiting from broader AI ecosystem news, including new products and governance tools built around Microsoft Foundry, which supports the company’s enterprise AI platform narrative. Article Title
• Negative Sentiment: Several pieces question whether Microsoft’s AI infrastructure spending is becoming too costly, with criticism centered on “compute” expenses and possible margin pressure. Article Title
• Negative Sentiment: Microsoft was also the subject of a bearish Seeking Alpha note warning that its planned AI infrastructure spending could weigh on returns and valuation. Article Title
• Negative Sentiment: Some headlines highlight that major holders such as the Gates Foundation have exited Microsoft, adding to investor concern about shifting sentiment among large shareholders. Article Title

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).