Evexia Wealth LLC Has $13.54 Million Holdings in Microsoft Corporation $MSFT

Evexia Wealth LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 22.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 35,214 shares of the software giant’s stock after acquiring an additional 6,441 shares during the period. Microsoft comprises 3.8% of Evexia Wealth LLC’s investment portfolio, making the stock its 9th biggest position. Evexia Wealth LLC’s holdings in Microsoft were worth $13,535,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. Balboa Wealth Partners lifted its stake in Microsoft by 1.0% in the first quarter. Balboa Wealth Partners now owns 56,606 shares of the software giant’s stock valued at $20,954,000 after acquiring an additional 575 shares during the last quarter. Sprinkle Financial Consultants LLC raised its holdings in shares of Microsoft by 4.0% during the 1st quarter. Sprinkle Financial Consultants LLC now owns 3,312 shares of the software giant’s stock valued at $1,226,000 after purchasing an additional 128 shares in the last quarter. Baugh & Associates LLC raised its holdings in shares of Microsoft by 1.3% during the 1st quarter. Baugh & Associates LLC now owns 39,773 shares of the software giant’s stock valued at $14,723,000 after purchasing an additional 498 shares in the last quarter. Strong Tower Advisory Services lifted its stake in shares of Microsoft by 4.7% in the 1st quarter. Strong Tower Advisory Services now owns 38,363 shares of the software giant’s stock valued at $14,201,000 after purchasing an additional 1,739 shares during the last quarter. Finally, Focused Investors LLC boosted its holdings in Microsoft by 56.4% in the first quarter. Focused Investors LLC now owns 479,400 shares of the software giant’s stock worth $177,459,000 after purchasing an additional 172,800 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft continues to secure new enterprise AI and cloud partnerships, including expanded collaborations around Microsoft 365 Copilot and Azure, which support its long-term AI monetization story.
• Positive Sentiment: Microsoft’s 20-year power agreement tied to its Texas data-center buildout helps de-risk AI infrastructure expansion and supports cloud capacity growth.
• Positive Sentiment: ICON plc selected Microsoft as a preferred technology partner, reinforcing demand for Microsoft’s AI and productivity tools in healthcare and enterprise workflows.
• Neutral Sentiment: Analysts and market commentators remain split: some still view Microsoft as a high-quality AI platform with strong long-term upside, while others say the stock has been oversold and may be approaching a valuation reset.
• Neutral Sentiment: Microsoft was also named in multiple new or ongoing lawsuits and class-action notices tied to alleged securities issues and copyright claims involving AI training data, adding headline risk but no immediate operating impact yet.
• Negative Sentiment: Stifel cut its price target on Microsoft and said Wall Street’s gross-margin expectations may be too high as Azure growth and AI capex pressure cloud profitability.
• Negative Sentiment: Microsoft’s Xbox price hikes and repeated gaming price increases suggest hardware cost inflation is squeezing a business line that had already been weakening.
• Negative Sentiment: Investor concern over heavy AI spending, shrinking free cash flow, and lower cloud-margin expectations is weighing on sentiment and helping explain why MSFT is falling.
• Negative Sentiment: EU regulators said Microsoft Azure may face stricter “gatekeeper” rules under the Digital Markets Act, raising the possibility of more compliance burden and oversight in Europe.
• Negative Sentiment: Microsoft’s quantum-computing claims also came under renewed criticism, which adds to skepticism around some of its more speculative AI-related initiatives.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This trade represents a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 23,762 shares of company stock worth $10,508,361. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

MSFT has been the topic of several analyst reports. Benchmark reissued a “buy” rating and set a $525.00 target price (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Royal Bank Of Canada reiterated a “buy” rating on shares of Microsoft in a research note on Friday, May 22nd. Guggenheim reissued a “buy” rating and set a $586.00 price objective on shares of Microsoft in a report on Thursday, April 30th. Mizuho decreased their target price on Microsoft from $620.00 to $515.00 and set an “outperform” rating for the company in a research report on Tuesday, April 14th. Finally, Phillip Securities upgraded Microsoft to a “buy” rating and set a $485.00 price target on the stock in a report on Wednesday, May 13th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $560.86.

Microsoft Stock Performance

NASDAQ MSFT opened at $352.83 on Friday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm’s fifty day moving average price is $411.13 and its two-hundred day moving average price is $421.81. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The firm has a market capitalization of $2.62 trillion, a P/E ratio of 21.00, a price-to-earnings-growth ratio of 1.32 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating analysts’ consensus estimates of $4.06 by $0.21. The company had revenue of $82.89 billion during the quarter, compared to the consensus estimate of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the firm posted $3.46 EPS. As a group, research analysts anticipate that Microsoft Corporation will post 16.76 EPS for the current year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

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).