Microsoft Corporation $MSFT is Trevian Wealth Management LLC’s 8th Largest Position

Trevian Wealth Management LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 33.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,320 shares of the software giant’s stock after purchasing an additional 2,074 shares during the period. Microsoft makes up 2.3% of Trevian Wealth Management LLC’s investment portfolio, making the stock its 8th largest holding. Trevian Wealth Management LLC’s holdings in Microsoft were worth $4,310,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC boosted its position in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Westend Capital Management LLC raised its stake in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the last quarter. LSV Asset Management purchased a new stake in shares of Microsoft in the 4th quarter worth about $44,000. University of Illinois Foundation purchased a new stake in shares of Microsoft in the 2nd quarter worth about $50,000. Finally, ROSS JOHNSON & Associates LLC grew its stake in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after acquiring an additional 95 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 2,850 shares of Microsoft stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction dated 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 sale, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 54,100 shares of company stock valued at $27,598,872. Company insiders own 0.03% of the company’s stock.

Microsoft News Summary

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.

Analysts Set New Price Targets

A number of brokerages have issued reports on MSFT. BNP Paribas Exane upped their price target on shares of Microsoft from $632.00 to $659.00 and gave the company an “outperform” rating in a report on Tuesday. Wall Street Zen downgraded Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. KeyCorp reiterated an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. Robert W. Baird assumed coverage on Microsoft in a report on Friday, November 14th. They issued an “outperform” rating and a $600.00 price target for the company. Finally, UBS Group decreased their price objective on Microsoft from $650.00 to $600.00 and set a “buy” rating on the stock in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $612.58.

Microsoft Trading Up 2.2%

Shares of MSFT stock opened at $480.58 on Wednesday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm’s 50-day simple moving average is $477.68 and its 200-day simple moving average is $500.81. The firm has a market cap of $3.57 trillion, a P/E ratio of 34.18, a PEG ratio of 1.89 and a beta of 1.07. The company has a debt-to-equity ratio of 0.10, a current ratio of 1.40 and a quick ratio of 1.39.

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

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be issued a $0.91 dividend. 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 (DPR) is presently 25.89%.

Microsoft Company 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).