Nan Fung Trinity HK Ltd. Purchases 21,680 Shares of Microsoft Corporation $MSFT

Nan Fung Trinity HK Ltd. raised its position in Microsoft Corporation (NASDAQ:MSFT) by 49.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 65,192 shares of the software giant’s stock after purchasing an additional 21,680 shares during the quarter. Microsoft accounts for 2.5% of Nan Fung Trinity HK Ltd.’s investment portfolio, making the stock its 9th largest holding. Nan Fung Trinity HK Ltd.’s holdings in Microsoft were worth $31,528,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. PMG Family Office LLC bought a new position in shares of Microsoft in the third quarter worth about $828,000. Trifecta Capital Advisors LLC grew its position 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 during the period. TD Waterhouse Canada Inc. grew its position in shares of 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 buying an additional 9,700 shares during the period. Werba Rubin Papier Wealth Management grew its position in shares of 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 buying an additional 1,698 shares during the period. Finally, SG Americas Securities LLC grew its position in shares of Microsoft by 2,332.1% during the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after buying an additional 6,468,645 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Piper Sandler reiterated an “overweight” rating on shares of Microsoft in a research report on Tuesday, May 26th. William Blair reiterated an “outperform” rating on shares of Microsoft in a research report on Monday, March 9th. Scotiabank lowered their price target on shares of Microsoft from $600.00 to $550.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. Truist Financial reduced their price objective on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. Finally, Wells Fargo & Company lifted their price objective on shares of Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research note on Monday. Forty research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $561.20.

Insider Activity

In other news, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the company’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 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 $56,486,322.16. This trade represents a 8.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 29,083 shares of company stock worth $12,710,152 over the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $427.34 on Thursday. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28. The company has a market capitalization of $3.17 trillion, a P/E ratio of 25.44, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11. The company’s 50 day moving average price is $405.61 and its two-hundred day moving average price is $432.76. Microsoft Corporation has a 52 week low of $356.28 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping the consensus estimate of $4.06 by $0.21. The firm had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period last year, the company posted $3.46 EPS. On average, analysts expect that Microsoft Corporation will post 16.76 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business 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 $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, May 21st. Microsoft’s dividend payout ratio is 21.67%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Build announcements suggest it is broadening its AI platform with proprietary models and agentic tools, which could reduce reliance on OpenAI and improve margins over time.
• Positive Sentiment: New partnerships and integrations with Nvidia, healthcare groups like Mayo Clinic, and third-party enterprise tools expand Microsoft’s ecosystem and may support future cloud demand.
• Positive Sentiment: Analyst and investor commentary remains constructive, with several reports arguing that Microsoft’s AI opportunity and Azure growth still look underappreciated. Article Title
• Neutral Sentiment: The company’s quantum-computing update and AI infrastructure ambitions are long-term catalysts, but they are not expected to contribute meaningfully to near-term earnings. Article Title
• Negative Sentiment: Some investors appear to be taking profits after the Build rally and remain cautious about Microsoft’s heavy AI spending and execution risk.
• Negative Sentiment: Judson Althoff’s disclosed share sale may add to short-term sentiment pressure, even though the transaction was relatively small compared with his remaining holdings. Article Title

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).