Sanctuary Advisors LLC Has $472.54 Million Position in Microsoft Corporation $MSFT

Sanctuary Advisors LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 977,087 shares of the software giant’s stock after acquiring an additional 8,616 shares during the period. Microsoft accounts for about 2.6% of Sanctuary Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Sanctuary Advisors LLC’s holdings in Microsoft were worth $472,539,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the business. BLVD Private Wealth LLC lifted its position in shares of Microsoft by 0.6% in the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after buying an additional 19 shares in the last quarter. Magnolia Capital Management Ltd. lifted its position in shares of Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock worth $3,371,000 after buying an additional 20 shares in the last quarter. ARK & TLK Investments LLC lifted its position in shares of Microsoft by 1.0% in the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock worth $1,002,000 after buying an additional 20 shares in the last quarter. Rochester Wealth Strategies LLC lifted its position in shares of Microsoft by 2.9% in the third quarter. Rochester Wealth Strategies LLC now owns 700 shares of the software giant’s stock worth $363,000 after buying an additional 20 shares in the last quarter. Finally, Longfellow Investment Management Co. LLC lifted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Down 0.1%

Shares of MSFT stock opened at $418.57 on Friday. Microsoft Corporation has a 1 year low of $356.28 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. The stock’s 50 day simple moving average is $399.38 and its two-hundred day simple moving average is $437.48. The company has a market cap of $3.11 trillion, a PE ratio of 24.91, a price-to-earnings-growth ratio of 1.51 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same period in the prior year, the business posted $3.46 earnings per share. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. Research analysts predict that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed 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. The ex-dividend date is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft’s dividend payout ratio is 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly deepening its AI strategy through talks with Anthropic over use of its Maia AI chips, which could expand demand for Microsoft’s custom silicon and strengthen its position in AI infrastructure. Anthropic in talks to use Microsoft’s AI chips, The Information reports
• Positive Sentiment: OpenAI’s reported integration of ChatGPT into Microsoft PowerPoint highlights tighter product tie-ins that could boost adoption of Microsoft 365 Copilot and broader enterprise AI usage. ChatGPT Lands in Microsoft PowerPoint
• Positive Sentiment: Microsoft and EY announced a $1 billion partnership to accelerate corporate AI adoption, reinforcing expectations that Microsoft can monetize AI across large enterprise customers. Microsoft and EY Team to Promote Corporate AI Adoption
• Positive Sentiment: Several articles and analyst notes framed MSFT as an undervalued momentum name with AI catalysts building, including RBC reiterating a buy rating, which may be supporting shares. Microsoft had its “buy” rating reaffirmed by Royal Bank Of Canada
• Neutral Sentiment: Microsoft is undergoing an internal AI-era leadership reset, including the planned departure of longtime executive Yusuf Mehdi, which signals strategic change but also adds some organizational uncertainty. Microsoft veteran executive Yusuf Mehdi is leaving after the next fiscal year
• Negative Sentiment: Some coverage focused on Microsoft’s GitHub outages and higher AI operating costs, raising questions about execution, infrastructure strain, and whether AI usage is becoming too expensive to scale smoothly. Microsoft’s GitHub was positioned to win the AI coding race. Outages got in the way
• Negative Sentiment: The Gates Foundation’s sale of its remaining Microsoft stake was a headline overhang, though it appears more like portfolio rebalancing than a direct read on Microsoft’s fundamentals. The Gates Foundation Sold All of Its Remaining Microsoft Stock. Should Investors Be Worried?

Insider Buying and Selling

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the stock in a transaction that occurred 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 sale, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. This represents a 8.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research analyst reports. Mizuho decreased their target price on Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 14th. Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a research report on Friday. Truist Financial decreased their target price on Microsoft from $675.00 to $575.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Wells Fargo & Company boosted their target price on Microsoft from $615.00 to $625.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Finally, DZ Bank reiterated a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Thirty-nine research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $560.88.

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).