Bourgeon Capital Management LLC Acquires 2,726 Shares of Microsoft Corporation $MSFT

Bourgeon Capital Management LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 6.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 45,319 shares of the software giant’s stock after purchasing an additional 2,726 shares during the quarter. Microsoft comprises 3.5% of Bourgeon Capital Management LLC’s portfolio, making the stock its 4th biggest holding. Bourgeon Capital Management LLC’s holdings in Microsoft were worth $21,917,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Counterweight Ventures LLC grew its position in shares of Microsoft by 1.9% in the fourth quarter. Counterweight Ventures LLC now owns 12,828 shares of the software giant’s stock valued at $6,204,000 after purchasing an additional 243 shares during the last quarter. PFG Private Wealth Management LLC grew its position in shares of Microsoft by 11.1% in the fourth quarter. PFG Private Wealth Management LLC now owns 4,614 shares of the software giant’s stock valued at $2,231,000 after purchasing an additional 462 shares during the last quarter. Frank Rimerman Advisors LLC grew its position in shares of Microsoft by 1.5% in the fourth quarter. Frank Rimerman Advisors LLC now owns 122,864 shares of the software giant’s stock valued at $59,419,000 after purchasing an additional 1,831 shares during the last quarter. Nilsine Partners LLC grew its position in shares of Microsoft by 3.7% in the fourth quarter. Nilsine Partners LLC now owns 41,266 shares of the software giant’s stock valued at $19,957,000 after purchasing an additional 1,462 shares during the last quarter. Finally, Dominguez Wealth Management Solutions Inc. grew its position in shares of Microsoft by 7.1% in the fourth quarter. Dominguez Wealth Management Solutions Inc. now owns 2,464 shares of the software giant’s stock valued at $1,192,000 after purchasing an additional 163 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BNP Paribas analyst reiterates confidence that Azure can still “crush estimates” despite investor worries about $150B+ AI spending, arguing Microsoft is on a “war footing” (Copilot overhaul) that supports continued cloud revenue upside. Microsoft Azure Still Poised To Crush Estimates Despite $150 Billion Spending Fears: Analyst
• Positive Sentiment: Analysis pieces argue recent sell‑off may be overdone — framing capex concerns as temporary and highlighting MSFT’s long‑term edge in agentic AI, custom silicon and enterprise suites. This supports the bull case for patient investors. Microsoft: Temporary CapEx Panic Masks The Long-Term Edge
• Positive Sentiment: Microsoft’s ecosystem continues to show incremental wins—third‑party offerings landing in the Microsoft Marketplace and M12 (Microsoft’s venture arm) participating in industry deals—helping sustain commercial momentum. A2A Protocol / Marketplace Adoption
• Neutral Sentiment: OpenAI’s large‑scale monetization plans (reported ad revenue ambitions) could alter the AI market structure; MSFT’s exposure to OpenAI is material, but implications are mixed for Microsoft’s direct revenue and strategic posture. How OpenAI’s Reported Ad Plans Could Change the AI Business Model
• Neutral Sentiment: Microsoft confirmed its Q3 earnings release date (April 29) — a near‑term catalyst that could amplify moves if results or guidance deviate from expectations. Microsoft announces quarterly earnings release date
• Negative Sentiment: Product execution concerns surfaced as reports note Copilot UI changes and some institutional customers favoring Anthropic’s Claude — signs of competitive pressure and potential customer churn in AI assistant adoption. Microsoft’s Copilot ‘Feels Like Teams:’ Why This Fund Manager Is Swapping It For Claude
• Negative Sentiment: Industry reports point to real‑world constraints (land, power, permits) forcing hyperscalers to delay or scrap data center projects — a direct challenge to MSFT’s ability to scale cloud capacity quickly without steep incremental costs. While Amazon, Microsoft, Google Struggle With AI On Land — China Looks To The Sea
• Negative Sentiment: Macro and sector weakness: new console sales data and broader software slump headlines have pressured MSFT shares alongside peers, and at least one large investor disclosed trimming a Microsoft stake. Sony, Nintendo, and Microsoft Stocks All Fall on New Video Game Console Sales Data

Microsoft Price Performance

MSFT stock opened at $370.87 on Monday. Microsoft Corporation has a twelve month low of $355.67 and a twelve month high of $555.45. The company has a market cap of $2.75 trillion, a PE ratio of 23.19, a price-to-earnings-growth ratio of 1.41 and a beta of 1.11. The business’s 50-day simple moving average is $392.11 and its 200 day simple moving average is $457.37. The company has a quick ratio of 1.38, a current ratio of 1.39 and a debt-to-equity ratio of 0.09.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 EPS for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. The firm had revenue of $81.27 billion during the quarter, compared to analysts’ expectations of $80.28 billion. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The company’s revenue for the quarter was up 16.7% compared to the same quarter last year. During the same quarter last year, the company earned $3.23 earnings per share. On average, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is currently 22.76%.

Insider Transactions at Microsoft

In other Microsoft news, Director John W. Stanton purchased 5,000 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at approximately $33,339,651.75. This trade 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 available through this hyperlink. Also, EVP Kathleen T. Hogan sold 12,321 shares of the firm’s stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president owned 137,933 shares of the company’s stock, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on MSFT. Daiwa Securities Group lowered their price target on Microsoft from $630.00 to $600.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Barclays reissued an “overweight” rating on shares of Microsoft in a research report on Monday, March 9th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, January 29th. Wedbush decreased their target price on Microsoft from $625.00 to $575.00 and set an “outperform” rating on the stock in a research report on Thursday, January 29th. Finally, Bank of America assumed coverage on Microsoft in a research report on Tuesday, March 24th. They set a “buy” rating and a $500.00 target price on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $586.26.

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).