Microsoft Corporation $MSFT Shares Purchased by Silvant Capital Management LLC

Silvant Capital Management LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 615,535 shares of the software giant’s stock after buying an additional 23,091 shares during the quarter. Microsoft accounts for about 11.1% of Silvant Capital Management LLC’s portfolio, making the stock its 2nd largest holding. Silvant Capital Management LLC’s holdings in Microsoft were worth $318,816,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the business. AlphaQuest LLC raised its stake in shares of Microsoft by 5.9% during the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after buying an additional 19 shares during the last quarter. BLVD Private Wealth LLC boosted its stake in shares of Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after buying an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA boosted its stake in shares of Microsoft by 1.6% in the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock worth $635,000 after buying an additional 20 shares during the last quarter. Magnolia Capital Management Ltd. raised its position in Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after acquiring an additional 20 shares in the last quarter. Finally, ARK & TLK Investments LLC lifted its holdings in Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after acquiring an additional 20 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the firm’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. This trade represents a 8.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director John W. Stanton purchased 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the acquisition, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.

Microsoft Trading Down 0.1%

NASDAQ MSFT opened at $399.41 on Wednesday. The firm has a market cap of $2.97 trillion, a PE ratio of 24.98, a P/E/G ratio of 1.56 and a beta of 1.10. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The firm’s fifty day moving average is $424.42 and its two-hundred day moving average is $474.29. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to the consensus estimate of $80.28 billion. During the same quarter in the previous year, the firm earned $3.23 earnings per share. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. Analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Investors of record on Thursday, May 21st will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is presently 22.76%.

Analyst Ratings Changes

A number of equities analysts have issued reports on MSFT shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of Microsoft in a research report on Monday, March 2nd. Cantor Fitzgerald restated an “overweight” rating and set a $590.00 target price on shares of Microsoft in a report on Thursday, January 29th. Barclays restated an “overweight” rating on shares of Microsoft in a research report on Monday, March 9th. Citigroup reduced their target price on Microsoft from $660.00 to $635.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Finally, BMO Capital Markets reduced their price target on shares of Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Two analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Management unifies commercial and consumer Copilot teams to create a single Copilot product roadmap and experience; Jacob Andreou will lead Copilot work while Mustafa Suleyman shifts toward model research — a move investors view as improving focus and speeding product coherence/adoption. Microsoft unifies Copilot commercial and consumer product teams in unit rejig
• Positive Sentiment: Microsoft Research collaborates on a MicroLED-powered Active Optical Cable design with MediaTek to improve data‑center power efficiency — a technology that could lower operating costs for large-scale AI infrastructure over time. MediaTek Develops Active Optical Cable Technology with Microsoft Research
• Positive Sentiment: Microsoft is named as a collaborator in large AI compute deployments (Nscale’s West Virginia AI campus), reinforcing demand for Azure and cloud services tied to AI GPU capacity. That supports long‑run cloud revenue upside. Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar
• Neutral Sentiment: Microsoft reports progress on healthcare AI (MAI-DxO) with strong diagnostic results in testing; promising for long-term TAM but commercial and regulatory paths remain uncertain. Microsoft Pushes Toward ‘Medical Superintelligence’ in Healthcare
• Neutral Sentiment: Broader tech competition in quantum computing intensifies (IBM ramping hybrid quantum-classical work); Microsoft is active in quantum but the landscape remains long‑term and uncertain. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Negative Sentiment: Security concern: reporting suggests Microsoft Intune tooling may have been used in an attack on Stryker — raises questions about enterprise security controls and could spur customer scrutiny or contract risk if such incidents scale. Microsoft Stock (NASDAQ:MSFT) Slips, Intune Tool May Have Been Used Against Stryker

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).