Connective Portfolio Management LLC Has $2.43 Million Position in Microsoft Corporation $MSFT

Connective Portfolio Management LLC trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 32.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,024 shares of the software giant’s stock after selling 2,400 shares during the period. Microsoft comprises about 4.4% of Connective Portfolio Management LLC’s portfolio, making the stock its 7th largest position. Connective Portfolio Management LLC’s holdings in Microsoft were worth $2,430,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the stock. Heartwood Wealth Advisors LLC boosted its stake in Microsoft by 10.8% in the 4th quarter. Heartwood Wealth Advisors LLC now owns 9,934 shares of the software giant’s stock worth $4,804,000 after purchasing an additional 966 shares during the period. Sax Wealth Advisors LLC raised its stake in shares of Microsoft by 10.5% in the 4th quarter. Sax Wealth Advisors LLC now owns 38,037 shares of the software giant’s stock valued at $18,395,000 after purchasing an additional 3,618 shares during the period. Richard P Slaughter Associates Inc raised its stake in shares of Microsoft by 15.5% in the 4th quarter. Richard P Slaughter Associates Inc now owns 20,314 shares of the software giant’s stock valued at $9,824,000 after purchasing an additional 2,726 shares during the period. Czech National Bank lifted its holdings in shares of Microsoft by 3.8% in the fourth quarter. Czech National Bank now owns 1,959,620 shares of the software giant’s stock valued at $947,711,000 after purchasing an additional 71,751 shares in the last quarter. Finally, Evolution Wealth Advisors LLC lifted its holdings in shares of Microsoft by 1.2% in the fourth quarter. Evolution Wealth Advisors LLC now owns 18,756 shares of the software giant’s stock valued at $9,071,000 after purchasing an additional 214 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Down 0.2%

MSFT stock opened at $369.37 on Thursday. The company has a market cap of $2.74 trillion, a price-to-earnings ratio of 23.10, a P/E/G ratio of 1.40 and a beta of 1.11. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The business has a 50 day moving average price of $404.16 and a two-hundred day moving average price of $464.55. 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 data on Wednesday, January 28th. The software giant reported $4.14 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The company had revenue of $81.27 billion for the quarter, compared to analysts’ expectations of $80.28 billion. During the same quarter in the prior year, the business posted $3.23 EPS. The business’s revenue was up 16.7% compared to the same quarter last year. Analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Thursday, May 21st will be given 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%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Large Asia infrastructure commitments: Microsoft said it will invest about $5.5B in Singapore and $1B in Thailand to build cloud and AI data‑center capacity, strengthening long‑term revenue visibility for Azure and enterprise AI services. WSJ: Microsoft Plans to Invest $5.5 Billion in Singapore
• Positive Sentiment: Energy supply de‑risking for AI buildout: Microsoft entered an exclusivity deal with Chevron and Engine No. 1 to explore a ~2.5GW (potentially 5GW) gas‑powered complex in West Texas to power large data centers — a strategic move to secure power and reduce one key constraint on AI scaling. Reuters: Microsoft, Chevron and Engine No. 1 sign exclusive deal
• Positive Sentiment: Analyst backing and higher targets: Multiple firms initiated or raised coverage (Benchmark buy initiation, New Street target hike and other bullish notes), keeping a majority of analysts constructive and implying significant upside from current levels. This institutional support can cushion near‑term downside. Yahoo Finance: What Do Analysts Say About Microsoft?
• Neutral Sentiment: Governance and safety moves: Microsoft unveiled new AI tools (a “Critique and Council” approach) aimed at improving model oversight and trust — helpful for long‑term adoption but unlikely to move near‑term revenue. Yahoo: Microsoft Just Unveiled New AI Tools
• Neutral Sentiment: Org restructure for AI: Microsoft reshuffled its AI org to consolidate go‑to‑market and product execution — a long‑term constructive step but with execution risk during the transition. Fool: Microsoft Reshuffled Its Entire AI Organization
• Negative Sentiment: Weak quarterly reaction and ROI concerns: Investors punished the stock after Q1, calling out elevated capex for AI, slower Copilot adoption and uncertainty over the return on massive infrastructure spending — the core reason for the recent pullback. CNBC: Microsoft closes worst quarter since 2008
• Negative Sentiment: Regulatory/competition risk: The U.K. Competition and Markets Authority has launched a probe into Microsoft’s business‑software ecosystem and cloud licensing, adding litigation and regulatory overhang. Reuters: UK to launch antitrust probe into Microsoft
• Negative Sentiment: Technical and sentiment pressures: The stock recently breached its 200‑week moving average and suffered heavy dip selling; social‑media and technical chatter is amplifying downside risk in the short term. Insider sales are also noted in public filings. QuiverQuant: Opinions on Breaching 200‑Week Moving Average

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research reports. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Thursday, March 5th. Weiss Ratings downgraded Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, March 24th. Robert W. Baird set a $540.00 price target on shares of Microsoft and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $641.00 price objective (down from $645.00) on shares of Microsoft in a report on Thursday, January 29th. Finally, Wall Street Zen lowered shares of Microsoft from a “buy” rating to a “hold” rating in a research report on Sunday, January 18th. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average target price of $588.97.

Insiders Place Their Bets

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $409.52, for a total value of $5,045,695.92. Following the sale, the executive vice president directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, February 18th. The stock was purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the completion of the purchase, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. The trade was a 6.34% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

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).