Quattro Financial Advisors LLC Has $26.31 Million Stock Holdings in Microsoft Corporation $MSFT

Quattro Financial Advisors LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 54,401 shares of the software giant’s stock after selling 1,987 shares during the quarter. Microsoft accounts for about 7.9% of Quattro Financial Advisors LLC’s holdings, making the stock its 2nd biggest holding. Quattro Financial Advisors LLC’s holdings in Microsoft were worth $26,309,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC raised its position in Microsoft by 51.3% in the second 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 during the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the third quarter worth about $38,000. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter worth about $44,000. Sellwood Investment Partners LLC bought a new position in shares of Microsoft during the third quarter worth about $49,000. Finally, Daytona Street Capital LLC bought a new position in shares of Microsoft during the fourth quarter worth about $50,000. 71.13% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. KeyCorp lowered their price objective on Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 29th. Oppenheimer restated an “outperform” rating and set a $515.00 price objective (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. Citigroup lifted their target price on shares of Microsoft from $600.00 to $620.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. HSBC lowered their target price on shares of Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Finally, Benchmark reissued a “buy” rating and set a $525.00 target price (up from $450.00) on shares of Microsoft in a research note on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $562.69.

Microsoft Trading Down 1.4%

Shares of Microsoft stock opened at $415.00 on Friday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45. The stock has a 50 day moving average price of $396.79 and a two-hundred day moving average price of $445.39. The stock has a market capitalization of $3.08 trillion, a PE ratio of 24.70, a price-to-earnings-growth ratio of 1.50 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The firm had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same quarter last year, the firm posted $3.46 earnings per share. The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, equities analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders 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 (DPR) is 21.67%.

Insider Buying and Selling

In other news, Director John W. Stanton acquired 5,000 shares of Microsoft stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the completion of the sale, the executive vice president directly owned 137,933 shares of the company’s stock, valued at $56,486,322.16. This trade represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to draw bullish analyst commentary, with multiple firms raising or reaffirming price targets after the company’s strong earnings beat and Azure growth, reinforcing the view that core business momentum remains solid.
• Positive Sentiment: New reports suggest Microsoft’s AI ecosystem is still gaining traction, including partner milestones tied to Copilot and AI cloud services, which supports the case for continued enterprise adoption.
• Positive Sentiment: Several hedge funds and asset managers have recently added to Microsoft positions, indicating that some large investors still view MSFT as a long-term AI and cloud leader.
• Neutral Sentiment: Microsoft partnered with CAISI and AISI to advance AI model testing standards, a policy-and-safety focused update that may help its enterprise credibility but is unlikely to move the stock on its own.
• Neutral Sentiment: Reports that Microsoft is considering adjustments to its renewable-energy targets and offering voluntary retirement packages reflect ongoing cost and infrastructure pressures, but these items are more strategic than immediately material to revenue.
• Negative Sentiment: Market attention is centered on TCI’s reduced stake and the broader “AI anxiety” trade, with investors worried Microsoft may be spending heavily on AI infrastructure before the payoff becomes clearer.
• Negative Sentiment: Some commentary also points to temporary margin pressure from elevated AI and data-center spending, which could weigh on near-term profitability even as growth remains strong.

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).