Sivia Capital Partners LLC Buys 2,203 Shares of Microsoft Corporation $MSFT

Sivia Capital Partners LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 23,991 shares of the software giant’s stock after acquiring an additional 2,203 shares during the quarter. Microsoft makes up about 3.5% of Sivia Capital Partners LLC’s portfolio, making the stock its 4th biggest position. Sivia Capital Partners LLC’s holdings in Microsoft were worth $12,426,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC raised its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the period. Bulwark Capital Corp acquired a new position in Microsoft in the 2nd quarter worth approximately $32,000. Westend Capital Management LLC grew its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares in the last quarter. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter valued at $44,000. Finally, University of Illinois Foundation purchased a new stake in shares of Microsoft in the second quarter valued at $50,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $477.18 on Tuesday. The firm has a market cap of $3.55 trillion, a price-to-earnings ratio of 33.94, a price-to-earnings-growth ratio of 1.79 and a beta of 1.07. The company’s fifty day moving average is $487.34 and its 200-day moving average is $503.65. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.65 by $0.48. The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.30 EPS. Equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is currently 25.89%.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 2,850 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. The trade was a 4.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 12,750 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This trade represents a 8.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 54,100 shares of company stock valued at $27,598,872. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Goldman Sachs initiated coverage with a Buy and a $655 price target, highlighting Microsoft’s advantaged position in the AI stack and projecting material EPS upside — a major bullish institutional endorsement that can support the stock over time. Goldman Sachs coverage
• Positive Sentiment: Microsoft is partnering on AI-enabled gene-therapy research with NVIDIA and academic groups — a signal that Azure + AI partnerships are expanding into new, high-value markets beyond core cloud and productivity. FT: AI breakthrough for gene therapies
• Positive Sentiment: Reported December data shows a meaningful drop in MSFT short interest (about a 20% decline from mid-December), which reduces immediate downside pressure from short-covering events and indicates fewer bearish bets. (Market data)
• Neutral Sentiment: Wells Fargo kept an Outperform/Overweight stance on MSFT even after trimming its target — a mixed analyst signal that supports the long-term case while recognizing near-term valuation/expense concerns. Wells Fargo note
• Neutral Sentiment: Coverage pieces highlight new revenue plays (e.g., Copilot Checkout for retail and positioning as a “trusted operating system” for enterprise commerce) — product-led upside that may take time to monetize and thus is a medium-term positive but not an immediate catalyst. MarketWatch: software comeback
• Negative Sentiment: President Trump said Microsoft will make “major changes” this week to ensure consumers don’t shoulder higher electricity costs from AI data centers — language that introduces political/regulatory risk and the possibility the company could face constraints or added costs related to data-center expansion. Reuters: Trump on data-center power costs
• Negative Sentiment: Rumors of large layoffs (11k–22k) circulated and prompted executive pushback; even when denied, such rumors can weigh on sentiment and raise concerns about restructuring costs or execution risk. FastCompany: layoff rumors response
• Negative Sentiment: Spence Asset Management reduced its MSFT stake, a small but visible instance of institutional selling that can add to intraday pressure when combined with the other negatives. TipRanks: fund cuts stake

Analyst Upgrades and Downgrades

MSFT has been the topic of several recent analyst reports. UBS Group reissued a “buy” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Melius Research upped their target price on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. BMO Capital Markets reduced their price target on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research report on Thursday, October 30th. Morgan Stanley boosted their price objective on shares of Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Finally, Evercore ISI set a $640.00 target price on shares of Microsoft in a research report on Thursday, October 30th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $630.37.

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).