Doliver Advisors LP Has $3.30 Million Holdings in Microsoft Corporation $MSFT

Doliver Advisors LP boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 30.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,815 shares of the software giant’s stock after acquiring an additional 1,603 shares during the quarter. Microsoft accounts for approximately 0.8% of Doliver Advisors LP’s investment portfolio, making the stock its 16th biggest holding. Doliver Advisors LP’s holdings in Microsoft were worth $3,296,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. AlphaQuest LLC grew its holdings in Microsoft by 5.9% during the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after buying an additional 19 shares in the last quarter. BLVD Private Wealth LLC lifted its stake in Microsoft by 0.6% during the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock valued at $1,641,000 after acquiring an additional 19 shares in the last quarter. Foundation Wealth Management LLC PA lifted its stake in Microsoft by 1.6% during the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock valued at $635,000 after acquiring an additional 20 shares in the last quarter. Magnolia Capital Management Ltd. boosted its holdings in Microsoft by 0.3% during the 3rd quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock worth $3,371,000 after acquiring an additional 20 shares during the last quarter. Finally, ARK & TLK Investments LLC grew its stake in shares of Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock worth $1,002,000 after acquiring an additional 20 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Performance

Shares of MSFT stock opened at $381.35 on Monday. The firm has a market cap of $2.83 trillion, a price-to-earnings ratio of 23.85, a P/E/G ratio of 1.49 and a beta of 1.10. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.38 and a current ratio of 1.39. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm’s 50-day simple moving average is $418.85 and its two-hundred day simple moving average is $471.78.

Microsoft (NASDAQ:MSFT) last released its 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 net margin of 39.04% and a return on equity of 32.34%. The firm had revenue of $81.27 billion during the quarter, compared to the consensus estimate of $80.28 billion. During the same period in the prior year, the firm earned $3.23 EPS. The company’s revenue was up 16.7% compared to the same quarter last year. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

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 issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is 22.76%.

Analyst Ratings Changes

Several analysts have recently commented on the stock. DZ Bank reiterated a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $590.00 price objective on shares of Microsoft in a research report on Thursday, January 29th. Bank of America decreased their price objective on shares of Microsoft from $640.00 to $520.00 and set a “buy” rating for the company in a research note on Monday, January 26th. KeyCorp dropped their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating on the stock in a research report on Thursday, January 29th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $641.00 target price (down from $645.00) on shares of Microsoft in a research note on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $591.87.

Insider Buying and Selling at Microsoft

In other news, Director John W. Stanton purchased 5,000 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the transaction, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction on Friday, March 6th. The stock was sold at an average price of $409.52, for a total value of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at $56,486,322.16. The trade was a 8.20% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: OpenAI tie-up is driving new customer wins and adoption of Microsoft AI products, supporting recurring revenue growth and Copilot monetization. How Microsoft’s (MSFT) OpenAI Partnership Is Bringing in a New Wave of Customers
• Positive Sentiment: Analysts point to an AI-fueled Azure surge and a large enterprise backlog (reported as a material competitive edge vs. peers like Adobe), supporting medium-term revenue upside. Microsoft vs. Adobe: Which Software Giant Has Better Upside Potential?
• Positive Sentiment: Strategic partner activity (e.g., Accenture collaborations and ecosystem integrations) reinforces Microsoft’s position in enterprise security and AI services, which can deepen customer stickiness and drive incremental services revenue. Accenture Expands AI-Driven Cybersecurity Capabilities with Microsoft Partnership
• Neutral Sentiment: Traders and retail investors are seeing increased options activity and yield strategies (but these are tactical, not fundamental). Some traders propose structured trades (butterfly, income ETFs) to play the pullback. Transform Microsoft Stock Weakness Into A $1,700 Payoff With A Butterfly Trade
• Neutral Sentiment: Large-cap active ETFs continue to hold Microsoft as a core position, which can stabilize flows even during sell-offs (institutional ETF flows are a background influence on demand).
• Negative Sentiment: OpenAI exclusivity appears at risk as OpenAI talks with Amazon, and reports say Microsoft is considering legal action — a potential breakdown of the partnership would materially weaken MSFT’s AI moat and Azure demand assumptions. Microsoft Weighs Legal Fight As OpenAI Amazon Talks Test Azure Edge
• Negative Sentiment: Policy/contract changes in local government dealings (NDAs and procurement) have been cited as a trigger for some municipal and public-sector deals to slow, which analysts say pressured the stock in intraday trading. No More NDAs: Microsoft Stock (NASDAQ:MSFT) Slumps After Change in Local Government Dealings
• Negative Sentiment: Security incidents continue to create headlines: a U.S. agency urged firms to harden a Microsoft endpoint tool after the Stryker attack, and reports of SharePoint being used as an attack vector raise enterprise risk and potential remediation costs. These keep risk-premiums elevated for MSFT. US agency asks companies to secure Microsoft tool after Stryker cyberattack
• Negative Sentiment: Investors remain concerned about rising infrastructure and AI compute costs that have pressured margins despite solid top-line beats; commentary that the stock has been “slammed” this year reflects worry about near-term margin compression and valuation re-rating. Microsoft Stock Has Been Absolutely Slammed This Year. Is It Finally Time to Buy?

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).