Cavalier Investments LLC Cuts Stake in Microsoft Corporation $MSFT

Cavalier Investments LLC cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 25.5% during the third quarter, HoldingsChannel.com reports. The firm owned 27,671 shares of the software giant’s stock after selling 9,462 shares during the period. Microsoft accounts for 1.1% of Cavalier Investments LLC’s portfolio, making the stock its 11th biggest position. Cavalier Investments LLC’s holdings in Microsoft were worth $13,302,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in MSFT. AlphaQuest LLC raised its stake in Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock valued at $170,000 after buying an additional 19 shares during the last quarter. BLVD Private Wealth LLC grew its stake in shares of Microsoft by 0.6% during the third quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant’s stock worth $1,641,000 after acquiring an additional 19 shares during the last quarter. Foundation Wealth Management LLC PA increased its holdings in shares of Microsoft by 1.6% during the second quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant’s stock valued at $635,000 after acquiring an additional 20 shares in the last quarter. Magnolia Capital Management Ltd. increased its holdings in shares of Microsoft by 0.3% during the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant’s stock valued at $3,371,000 after acquiring an additional 20 shares in the last quarter. Finally, ARK & TLK Investments LLC raised its position in shares of Microsoft by 1.0% in the 3rd quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant’s stock valued at $1,002,000 after purchasing an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $395.55 on Monday. The company has a current ratio of 1.39, a quick ratio of 1.38 and a debt-to-equity ratio of 0.09. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a 50 day simple moving average of $427.46 and a two-hundred day simple moving average of $475.81. The stock has a market cap of $2.94 trillion, a price-to-earnings ratio of 24.74, a PEG ratio of 1.55 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, January 28th. The software giant reported $4.14 earnings per share 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 firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same quarter in the prior year, the business earned $3.23 earnings per share. The business’s quarterly revenue was up 16.7% compared to the same quarter last year. As a group, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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 issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Thursday, May 21st. Microsoft’s dividend payout ratio is presently 22.76%.

Insider Activity

In other news, EVP Kathleen T. Hogan sold 12,321 shares of the company’s stock in a transaction dated 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 owned 137,933 shares in the company, valued at $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 Securities & Exchange Commission, which is available through the SEC website. Also, Director John W. Stanton bought 5,000 shares of the stock in a transaction dated Wednesday, February 18th. The stock was bought at an average price of $397.35 per share, for a total transaction of $1,986,750.00. Following the purchase, the director directly owned 83,905 shares of the company’s stock, valued at approximately $33,339,651.75. The trade was a 6.34% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.03% of the stock is currently owned by company insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft has a near-term product catalyst: a $99/month AI tools bundle (includes Copilot capabilities) with a May 1 launch that could drive commercial adoption and recurring ARR growth. Microsoft Is Racing to Beat Claude Cowork. A Big Catalyst for MSFT Stock Is Coming May 1.
• Positive Sentiment: Microsoft is expanding into healthcare AI with Copilot Health (can read medical records and provide personalized insights) and partner integrations, opening a large vertical market and cross?sell opportunities for Azure and Copilot. Microsoft launched a new healthcare chatbot
• Positive Sentiment: Microsoft 365 E7 bundles Copilot, Anthropic’s Claude Cowork and security tools — a premium enterprise offering that can lift average revenue per user for large customers. Analysts continue to highlight AI-driven revenue upside. Microsoft’s New E7 AI Suite And Healthcare Push Shape Long-Term Outlook
• Neutral Sentiment: Xbox/product cycle news: Microsoft is advancing Project Helix (next?gen Xbox) but prototypes won’t reach developers until 2027 — positive for long-term console moat but not an immediate revenue driver. Microsoft’s Next Xbox Moves Closer to Reality: What It Means for MSFT Stock
• Neutral Sentiment: Gaming/graphics tech progress (DirectX/advanced shader delivery with NVIDIA/Intel) reduces frictions for PC gaming and helps Xbox/Windows gaming competitiveness but is a more gradual, longer-term tailwind. DirectX Gears Up For ML Era On Windows
• Negative Sentiment: Investor concern about huge AI data?center capex and public pushback over electricity/costs is weighing on the stock; large lease and buildouts boost growth but increase near?term cash burn. Who is really footing the AI energy bill? Inside the debate about data center electricity costs
• Negative Sentiment: Security scare: reports of a new vulnerability in Microsoft Authenticator have spooked investors and triggered selling pressure tied to identity/security risk. New Vulnerability in Microsoft Authenticator Sends Microsoft Stock Sliding
• Negative Sentiment: Leadership change: Rajesh Jha, a long?time head of experiences and devices (Office/Copilot products), announced retirement — creates short?term execution/transition uncertainty. Microsoft’s Rajesh Jha, head of experiences and devices unit, to retire
• Negative Sentiment: Options and flows show increased demand for downside protection (put-call skew steepening), reflecting trader caution after the pullback. Option traders moderately bearish in Microsoft with shareslittle changed

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent analyst reports. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a research note on Thursday, January 29th. JPMorgan Chase & Co. decreased their price target on shares of Microsoft from $575.00 to $550.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Robert W. Baird set a $540.00 price objective on shares of Microsoft and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a report on Thursday, January 22nd. Finally, Rothschild & Co Redburn set a $450.00 target price on Microsoft in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average 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).