Trivium Point Advisory LLC Has $31.25 Million Holdings in Microsoft Corporation $MSFT

Trivium Point Advisory LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 62,830 shares of the software giant’s stock after acquiring an additional 3,118 shares during the period. Microsoft makes up 3.4% of Trivium Point Advisory LLC’s holdings, making the stock its 3rd largest position. Trivium Point Advisory LLC’s holdings in Microsoft were worth $31,252,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. PMV Capital Advisers LLC boosted its stake in Microsoft by 5.9% in the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock worth $178,000 after purchasing an additional 20 shares during the period. Seek First Inc. boosted its stake in Microsoft by 1.5% in the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after purchasing an additional 20 shares during the period. Level Financial Advisors boosted its stake in Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after purchasing an additional 20 shares during the period. Guided Capital Wealth Management LLC boosted its stake in Microsoft by 0.4% in the 2nd quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock worth $2,688,000 after purchasing an additional 21 shares during the period. Finally, Great Oak Capital Partners LLC boosted its stake in Microsoft by 0.9% in the 2nd quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant’s stock worth $1,157,000 after purchasing an additional 21 shares during the period. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 0.4%

Shares of NASDAQ:MSFT opened at $513.58 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market capitalization of $3.82 trillion, a P/E ratio of 37.65, a price-to-earnings-growth ratio of 2.24 and a beta of 1.03. The company has a 50-day simple moving average of $511.82 and a 200 day simple moving average of $476.28. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s revenue was up 18.1% on a year-over-year basis. During the same period last year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of research analyst reports. Evercore ISI upped their target price on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. Melius Research increased their price objective on shares of Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. Cantor Fitzgerald increased their price objective on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research note on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research note on Thursday, July 31st. Finally, Wedbush increased their price objective on shares of Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $618.97.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.