Microsoft Gets a Portfolio Power-Up

Snack-Sized Version:

Sunpointe LLC added 142 more shares of Microsoft during Q4, bumping its stake to 15,170 shares worth around $6.4 million. This makes Microsoft the 6th largest position in Sunpointe’s investment portfolio, holding 3.2% of its total value. Other hedge funds also jumped on the bandwagon, snapping up small slices of the software giant as if on a tech-stock tapas tour. Microsoft’s stock has moved up 2.1%, with analysts mostly yelling “buy” like it’s Black Friday at Best Buy. The company recently flexed its quarterly muscles with a $3.23 EPS, beating expectations and maintaining its streak of strong returns and hefty margins. Microsoft’s dividend game remains on point, issuing $0.83 per share this quarter, with a payout ratio under 27%. With 71% of the stock held by institutions, it seems the Street can’t get enough of Microsoft—even if they’re trimming a few target prices.

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Sunpointe LLC slightly increased its holdings in Microsoft during the fourth quarter, acquiring 142 more shares and bringing their total to 15,170. This modest bump now positions Microsoft as Sunpointe’s sixth-largest holding, representing 3.2% of its portfolio. At a valuation of over $6.3 million, it’s safe to say Sunpointe’s love affair with Microsoft is still very much on.

They’re not the only ones buying a slice of this tech pie. Fiduciary Advisors, IFS Advisors, Avondale Wealth, and a few other money movers made small acquisitions too. While the stakes are relatively minor—some with holdings barely cracking 100 shares—the sheer number of investors adding Microsoft to their carts signals continued confidence. Currently, over 71% of Microsoft stock is held by institutional investors. Clearly, when it comes to playing the market, everyone wants to swipe right on Microsoft.

The stock has seen a 2.1% bump, trading around $374. With a market cap nearing $2.8 trillion and a P/E ratio over 30, Microsoft continues to balance high valuation with strong performance. Its PEG ratio of 2.21 and near-flat debt-to-equity ratio hint at sustainable growth and responsible management. The software giant beat quarterly earnings expectations again, reporting $3.23 EPS versus the expected $3.15. Return on equity stood at a dazzling 33.36%, with a hefty 35.43% net margin—proof that Microsoft isn’t just coasting on its reputation.

Dividend lovers also have reason to celebrate. The company declared its next quarterly payout at $0.83 per share, scheduled for June. At a 0.89% yield and a payout ratio of just under 27%, Microsoft proves it can keep shareholders happy without draining the war chest. Analyst sentiment remains strongly positive despite some slight downward tweaks to price targets, with 28 of 33 analysts calling it a buy. It seems Microsoft is still the teacher’s pet of Wall Street—and it’s not getting kicked out of class anytime soon.