Microsoft Corporation $MSFT is Elevation Point Wealth Partners LLC’s 2nd Largest Position

Elevation Point Wealth Partners LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 79.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 75,380 shares of the software giant’s stock after buying an additional 33,330 shares during the period. Microsoft accounts for 2.7% of Elevation Point Wealth Partners LLC’s investment portfolio, making the stock its 2nd largest holding. Elevation Point Wealth Partners LLC’s holdings in Microsoft were worth $39,043,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. IRON Financial LLC lifted its position in Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after purchasing an additional 1,225 shares during the period. Wellington Capital Management Inc. acquired a new position in Microsoft during the 2nd quarter worth approximately $9,941,000. Sound View Wealth Advisors Group LLC increased its position in Microsoft by 2.6% during the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after purchasing an additional 2,373 shares during the period. Trifecta Capital Advisors LLC raised its stake in shares of 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 buying an additional 1,572 shares in the last quarter. Finally, Weaver Capital Management LLC lifted its holdings in shares of Microsoft by 14.0% in the 3rd quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant’s stock valued at $9,499,000 after buying an additional 2,247 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The shares were bought 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 directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the completion of the sale, the executive vice president owned 137,933 shares in the company, valued at $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on MSFT shares. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a research note on Thursday, March 5th. Oppenheimer reissued an “outperform” rating on shares of Microsoft in a report on Thursday, January 29th. Rothschild & Co Redburn set a $450.00 target price on shares of Microsoft in a research report on Wednesday, January 21st. Guggenheim reaffirmed a “buy” rating and set a $586.00 price target on shares of Microsoft in a research note on Thursday, January 22nd. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $591.95.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft signed a letter of intent to receive 1.35GW of NVIDIA Vera Rubin NVL72 GPU systems at Nscale’s new West Virginia “Monarch” AI campus — a clear signal Microsoft is securing large-scale external AI capacity to support customer demand and accelerate AI workloads. Nscale and Microsoft Announce Collaboration with NVIDIA and Caterpillar to Deliver 1.35GW of NVIDIA Vera Rubin NVL72 GPUs at Flagship AI Factory Campus in West Virginia
• Positive Sentiment: Nvidia-backed Nscale acquired a 2,250-acre campus and plans up to 8GW of compute there — the scale of this buildout increases available AI capacity in which Microsoft can be a customer/partner, easing short-term Azure capacity constraints and supporting long-term cloud/AI revenue growth. Nvidia-Backed Nscale Plans Huge Data Center Cluster in West Virginia
• Positive Sentiment: Wall Street commentary and analysts continue to call Microsoft a long-term AI winner and a potential buying opportunity amid the pullback — bullish analyst notes can support near-term buying interest and reduce downside from headline-driven volatility. Microsoft Stock (NASDAQ:MSFT) Tips Up With New Scam-Fighting Coalition Microsoft Is ‘Long-Term Winner’ In AI Arms Race—Sell-Off Is Buying ‘Opportunity,’ Says Don Nesbitt
• Neutral Sentiment: Microsoft joined or backed anti-scam initiatives — good for reputation and user trust but limited direct near-term earnings impact. Microsoft Stock (NASDAQ:MSFT) Tips Up With New Scam-Fighting Coalition
• Neutral Sentiment: Big-tech carbon credit purchases are rising as AI capacity expands; Microsoft is a leader — this signals higher ESG spending and potential margin/headline impacts, but it also mitigates regulatory/PR risks. Big Tech purchases of carbon credits explode amid AI race, with Microsoft leading the way
• Negative Sentiment: Industry article flags nearly $700B of off‑balance-sheet data center leases led by Microsoft/peers — a reminder that massive AI infrastructure commitments carry financial and execution risk if revenue growth lags. Data Center Leases: Is Spending Mindful Of Revenues?
• Negative Sentiment: Critical commentary and downgrade talk emphasize macro, competition and geopolitical/war-related risks to Microsoft’s outlook — such narratives can pressure sentiment and valuation multiples even if fundamentals remain strong. Microsoft: Macrohard, Competition, And War-Related Fears (Rating Downgrade)
• Negative Sentiment: High-profile investor selling (e.g., Peter Thiel’s fund trimming Microsoft) can fuel short-term negative headlines and investor nervousness despite differing long-term views. Palantir Billionaire Peter Thiel Sells 3 AI Stocks in a $74 Million Warning to Wall Street.

Microsoft Stock Up 1.1%

MSFT opened at $399.95 on Tuesday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. The company has a market cap of $2.97 trillion, a price-to-earnings ratio of 25.01, a PEG ratio of 1.55 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 business’s fifty day moving average is $426.00 and its two-hundred day moving average is $475.04.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The business had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter last year, the business posted $3.23 earnings per share. The business’s revenue for the quarter was up 16.7% on a year-over-year basis. Analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

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).