Microsoft Corporation $MSFT Stock Position Decreased by Triglav Investments D.O.O.

Triglav Investments D.O.O. cut its position in Microsoft Corporation (NASDAQ:MSFT) by 3.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 240,782 shares of the software giant’s stock after selling 9,075 shares during the period. Microsoft accounts for 6.2% of Triglav Investments D.O.O.’s holdings, making the stock its 3rd largest position. Triglav Investments D.O.O.’s holdings in Microsoft were worth $89,129,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC raised its position in shares of 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 buying an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC boosted its position in Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after acquiring an additional 20 shares during the last quarter. Fischer Investment Strategies LLC boosted its position in Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after acquiring an additional 21 shares during the last quarter. Pollock Investment Advisors LLC grew its stake in Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock valued at $1,453,000 after acquiring an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC grew its stake in Microsoft by 0.6% during the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after acquiring an additional 21 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft launched Project Perception, an agentic security platform designed to detect and respond to AI-powered cyberattacks in real time. The company also introduced its first in-house cybersecurity model, MAI-Cyber-1-Flash. The products could strengthen Microsoft’s position in the growing enterprise cybersecurity market and create additional demand for Azure and security software. Microsoft launches its first cybersecurity model and a new agentic cybersecurity system
• Positive Sentiment: Analysts and investors continue to report healthy Azure and broader cloud demand, with AI demand reportedly exceeding available capacity. UBS maintained a Buy rating, while Guggenheim reaffirmed its Buy rating with a $586 price target. Consensus expectations for Wednesday call for approximately $87.42 billion in revenue and $4.21 in earnings per share. Microsoft faces AI capex scrutiny as it prepares to report Q4 results
• Positive Sentiment: Microsoft’s expanded partnership with Mistral and its work on custom chips support the company’s strategy of making Azure a leading platform for enterprise AI workloads. Investors view continued AI adoption and cloud monetization as potential catalysts for the earnings report.
• Neutral Sentiment: The immediate focus is Microsoft’s planned roughly $190 billion in annual capital spending, a reported 61% increase. The investment could support long-term Azure growth, but the market wants evidence that cloud revenue and AI demand are growing fast enough to justify the cost. Options markets imply a potentially large post-earnings move of about 7.24%. Microsoft Plans $190 Billion of Capital Spending This Year
• Negative Sentiment: Investors have recently been less willing to reward strong technology earnings because of concerns about AI spending returns, heavy debt issuance across the AI ecosystem, and margin pressure. Microsoft’s elevated spending could therefore weigh on the stock if Azure growth or forward guidance disappoints.
• Negative Sentiment: Several law firms publicized securities class-action lawsuits alleging investor harm and misleading disclosures related to Microsoft’s Copilot positioning, data silos, and interoperability. The claims are an overhang, although their near-term financial impact is uncertain. Microsoft investor class-action announcement

Microsoft Stock Performance

Shares of Microsoft stock opened at $389.10 on Tuesday. The business has a 50-day moving average of $397.52 and a 200 day moving average of $406.99. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The stock has a market capitalization of $2.89 trillion, a price-to-earnings ratio of 23.16, a price-to-earnings-growth ratio of 1.17 and a beta of 1.13. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.46 earnings per share. As a group, sell-side analysts forecast that Microsoft Corporation will post 16.7 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. Microsoft’s payout ratio is 21.67%.

Insider Buying and Selling

In other Microsoft news, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. This represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 in the last ninety days. Company insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. Raymond James Financial lowered shares of Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Tigress Financial lifted their price objective on Microsoft from $595.00 to $680.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Cantor Fitzgerald reissued an “overweight” rating on shares of Microsoft in a research note on Monday. Evercore restated an “outperform” rating and issued a $525.00 target price on shares of Microsoft in a report on Wednesday, July 15th. Finally, DA Davidson reaffirmed a “buy” rating and issued a $550.00 target price on shares of Microsoft in a research note on Monday, July 6th. Forty-two analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $554.73.

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).