Trifecta Capital Advisors LLC Raises Stock Position in Microsoft Corporation $MSFT

Trifecta Capital Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 70,175 shares of the software giant’s stock after buying an additional 1,572 shares during the period. Microsoft accounts for about 5.5% of Trifecta Capital Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Trifecta Capital Advisors LLC’s holdings in Microsoft were worth $36,347,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Microsoft by 2.0% during the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after buying an additional 13,691,572 shares during the last quarter. State Street Corp grew its holdings in Microsoft by 1.1% during the second quarter. State Street Corp now owns 299,196,519 shares of the software giant’s stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares during the period. Geode Capital Management LLC increased its stake in Microsoft by 2.0% in the second quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant’s stock valued at $88,714,256,000 after purchasing an additional 3,532,054 shares in the last quarter. Norges Bank bought a new position in shares of Microsoft during the second quarter worth $50,493,678,000. Finally, Northern Trust Corp grew its holdings in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. 71.13% of the stock is owned by institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Sentiment around enterprise AI improved after comments from Anthropic that helped calm investor fears about AI displacing core software vendors; that reassures Microsoft’s positioning as an AI partner, not a casualty, supporting demand for Azure and Copilot integrations. Article
• Positive Sentiment: Microsoft announced a strategic collaboration with SpaceX’s Starlink and said it has surpassed its connectivity target, extending internet access to ~299M people — a commercial and PR win that expands cloud addressable market and supports Azure/Orbital AI use cases. Article
• Positive Sentiment: An insider purchase (director John W. Stanton bought shares) and continued analyst buy/overweight reiterations and high price targets reinforce confidence from some institutional and sell‑side desks amid the pullback. Article
• Neutral Sentiment: The White House is convening Big Tech on a power‑cost pledge for data centers; this could reduce regulatory friction over energy pricing but also raises expectations for industry commitments and disclosures. Article
• Neutral Sentiment: Microsoft continues product and cloud expansions (sovereign cloud offline AI, partner deployments) that support long‑term enterprise stickiness, but these are longer‑horizon positives and not immediate revenue catalysts. Article
• Negative Sentiment: Regulatory risk rose after reports that Japan’s Fair Trade Commission raided Microsoft Japan over potential restrictions on customers using rival cloud services — this is an active probe that could lead to fines, remedies or contract disruptions in a large market. Article
• Negative Sentiment: Investor unease around Microsoft’s sizable AI capex and OpenAI investment (very large datacenter spending and questions about near‑term ROI) remains a primary driver of recent weakness — analysts and social commentary highlight execution and valuation risks tied to that spend. Article
• Negative Sentiment: High‑profile criticism (e.g., Michael Burry’s social posts alleging aggressive accounting) and broad sector sell‑off narratives add headline risk and can amplify short‑term volatility even if fundamentals remain intact. Article

Insider Activity

In related news, Director John W. Stanton purchased 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the completion of the transaction, the director owned 83,905 shares of the company’s stock, 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 SEC, which is available through this link. Also, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares of the company’s stock, valued at approximately $26,703,959.04. This trade represents a 4.86% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by company insiders.

Microsoft Stock Up 3.0%

MSFT opened at $400.66 on Thursday. The stock has a fifty day moving average of $447.07 and a 200-day moving average of $485.30. The company has a market capitalization of $2.98 trillion, a P/E ratio of 25.06, a P/E/G ratio of 1.52 and a beta of 1.08. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. 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 (NASDAQ:MSFT) last released 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. Microsoft had a net margin of 39.04% and a return on equity of 32.34%. The business had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period last year, the firm earned $3.23 earnings per share. Microsoft’s revenue for the quarter was up 16.7% compared to the same quarter last year. On average, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, February 19th. Microsoft’s payout ratio is presently 22.76%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on MSFT shares. BNP Paribas Exane lifted their price objective on Microsoft from $632.00 to $659.00 and gave the company an “outperform” rating in a report on Tuesday, January 27th. Wedbush decreased their price objective on Microsoft from $625.00 to $575.00 and set an “outperform” rating for the company in a report on Thursday, January 29th. Robert W. Baird set a $540.00 target price on shares of Microsoft and gave the stock an “outperform” rating in a report on Thursday, January 29th. Phillip Securities upgraded Microsoft from a “moderate buy” rating to a “strong-buy” rating in a research note on Sunday, February 1st. Finally, HSBC reduced their price objective on shares of Microsoft from $667.00 to $588.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Two research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $591.95.

Microsoft Company 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).