Everpar Advisors LLC Has $11.10 Million Stock Holdings in Microsoft Corporation $MSFT

Everpar Advisors LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 6.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 22,959 shares of the software giant’s stock after purchasing an additional 1,411 shares during the quarter. Microsoft comprises 4.1% of Everpar Advisors LLC’s holdings, making the stock its 4th biggest position. Everpar Advisors LLC’s holdings in Microsoft were worth $11,104,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of MSFT. IRON Financial LLC increased its stake in shares of Microsoft by 23.2% during the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant’s stock valued at $3,372,000 after acquiring an additional 1,225 shares during the period. Wellington Capital Management Inc. acquired a new position in shares of Microsoft during the 2nd quarter valued at $9,941,000. Sound View Wealth Advisors Group LLC raised its stake in shares of Microsoft by 2.6% in the 2nd quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant’s stock worth $46,816,000 after buying an additional 2,373 shares in the last quarter. PMG Family Office LLC acquired a new stake in shares of Microsoft in the third quarter valued at $828,000. Finally, Trifecta Capital Advisors LLC boosted its stake in Microsoft by 2.3% during the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant’s stock valued at $36,347,000 after buying an additional 1,572 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. TD Cowen reissued a “buy” rating on shares of Microsoft in a report on Thursday, January 29th. KeyCorp reduced their target price on shares of Microsoft from $630.00 to $600.00 and set an “overweight” rating for the company in a report on Thursday, January 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $590.00 price target on shares of Microsoft in a report on Thursday, January 29th. Citigroup reduced their price objective on Microsoft from $660.00 to $635.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, March 5th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $588.97.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: BofA reinstated coverage with a Buy and a $500 price target, highlighting Azure and Copilot as drivers for multiyear upside. BofA Projects 31% Rally
• Positive Sentiment: Microsoft and Nvidia unveiled an AI partnership aimed at accelerating nuclear-energy design and operations — a potential new commercial use case that underscores enterprise AI tailwinds. Microsoft, Nvidia Team Up To Build AI-Powered Nuclear Energy Future
• Neutral Sentiment: Leadership and HR changes (including the departure of Microsoft’s diversity chief and a wider HR reorganization) are underway — operationally important but with an unclear near-term impact on revenue. Microsoft’s diversity chief is leaving
• Negative Sentiment: MarketWatch reports this is MSFT’s worst quarter in 17 years, citing weak near-term trends in cloud and software that may not be quickly fixed — a primary driver of negative sentiment. Microsoft’s stock is having its worst quarter in 17 years
• Negative Sentiment: UBS trimmed its 12‑month price target (from $600 to $510), flagging investor scrutiny on M365 and Copilot monetization — a sign analysts see slower near-term upside even if long‑term views remain constructive. Microsoft price target lowered on M365, Copilot questions
• Negative Sentiment: OpenAI’s investor document lists heavy reliance on Microsoft for financing and compute as a top risk — this disclosure increases perceived counterparty/partner concentration risk. OpenAI Flags Microsoft as ‘Top Risk’
• Negative Sentiment: Coverage noting Copilot retention/monetization issues and rising AI infrastructure spending suggests the stock will need clearer product traction or margin evidence to resume a sustainable rally. Microsoft Shows “Sense of Urgency,” But MSFT Stock Will Only Rally on This Condition

Microsoft Price Performance

MSFT opened at $371.04 on Thursday. The firm has a market capitalization of $2.76 trillion, a P/E ratio of 23.20, a PEG ratio of 1.47 and a beta of 1.10. The stock has a fifty day moving average of $413.24 and a 200-day moving average of $469.35. The company has a quick ratio of 1.38, a current ratio of 1.39 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.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, January 28th. The software giant reported $4.14 earnings per share for the quarter, beating the consensus estimate of $3.86 by $0.28. Microsoft had a return on equity of 32.34% and a net margin of 39.04%.The firm had revenue of $81.27 billion for the quarter, compared to analyst estimates of $80.28 billion. During the same period in the previous year, the firm earned $3.23 earnings per share. Microsoft’s quarterly revenue was up 16.7% on a year-over-year basis. Equities analysts forecast 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, June 11th. Investors of record on Thursday, May 21st will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a $3.64 dividend on an annualized basis and a yield of 1.0%. Microsoft’s payout ratio is presently 22.76%.

Insider Activity at Microsoft

In related news, Director John W. Stanton bought 5,000 shares of the business’s stock in a transaction on 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 transaction, the director directly owned 83,905 shares in the company, valued at $33,339,651.75. This represents a 6.34% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Kathleen T. Hogan sold 12,321 shares of the business’s stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the transaction, the executive vice president 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 disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

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).