Money Concepts Capital Corp Buys 1,942 Shares of Microsoft Corporation $MSFT

Money Concepts Capital Corp boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 3.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 52,101 shares of the software giant’s stock after buying an additional 1,942 shares during the period. Microsoft accounts for approximately 1.1% of Money Concepts Capital Corp’s portfolio, making the stock its 16th largest position. Money Concepts Capital Corp’s holdings in Microsoft were worth $19,286,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of MSFT. Vanguard Group Inc. grew its stake in Microsoft by 2.3% in the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock worth $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp raised its holdings in Microsoft by 2.1% in the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock worth $148,060,557,000 after purchasing an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC lifted its position in Microsoft by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after buying an additional 1,911,142 shares during the period. Morgan Stanley lifted its position in Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after buying an additional 980,439 shares during the period. Finally, Norges Bank bought a new stake in shares of Microsoft during the 4th quarter valued at $50,664,631,000. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Down 1.9%

Shares of Microsoft stock opened at $390.34 on Thursday. The company has a market cap of $2.90 trillion, a price-to-earnings ratio of 23.23, a price-to-earnings-growth ratio of 1.22 and a beta of 1.13. The company’s 50 day moving average is $399.57 and its 200 day moving average is $408.91. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $555.45. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the company posted $3.46 earnings per share. Research analysts anticipate that Microsoft Corporation will post 16.71 EPS for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is 21.67%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on MSFT. Arete Research upped their target price on shares of Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. DZ Bank reissued a “buy” rating on shares of Microsoft in a research report on Thursday, April 30th. Citigroup raised shares of Microsoft from a “market outperform” rating to an “overweight” rating in a research note on Thursday, July 16th. Truist Financial restated a “buy” rating and issued a $575.00 price objective on shares of Microsoft in a report on Wednesday. Finally, Scotiabank raised shares of Microsoft from an “outperform” rating to an “outperform” rating in a research note on Monday, July 6th. Forty-three research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $556.37.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts at Morgan Stanley, Bernstein, Truist, and CLSA remained constructive on Microsoft, with reports calling the stock deeply undervalued and setting price targets well above current levels. Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says
• Positive Sentiment: Microsoft expanded its strategic partnership with Mistral AI, adding another way to grow its cloud and AI ecosystem in Europe and regulated industries. Microsoft to fund Mistral’s European AI expansion in multibillion-dollar deal
• Positive Sentiment: Microsoft also deepened AI-related ties through new commitments to the DOE’s “Genesis Mission,” reinforcing its role in major public-sector AI infrastructure projects. Microsoft commits $60M to ‘Genesis Mission’ to help power Dept. of Energy’s AI-for-science push
• Positive Sentiment: Reports highlighted record data-center demand led by hyperscalers including Microsoft, suggesting its AI infrastructure buildout remains robust despite the selloff. Sorry, AI Bears: Meta, Microsoft, and Google Lead Record Data Center Demand
• Neutral Sentiment: Microsoft’s upcoming July 29 earnings report is the next major catalyst, with Wall Street focused on Azure growth, AI margins, and whether heavy capex is starting to bite.
• Neutral Sentiment: Several articles noted strong buy-the-dip interest from retail investors, but this is sentiment-driven rather than a direct business update.
• Negative Sentiment: Investor concern is growing that Microsoft’s elevated AI spending is becoming an overhang, potentially pressuring near-term profitability and limiting upside. Microsoft Q4 Earnings Preview – Oppenheimer Says Demand Is Healthy, ‘But Elevated Capex Remains an Overhang’ on MSFT Stock
• Negative Sentiment: New securities-fraud class-action headlines tied to alleged AI/Copilot disclosure issues are adding another layer of uncertainty for Microsoft investors. MSFT Shareholder Alert: Microsoft Corporation Securities Class Action Lawsuit – Investors with Losses May Contact Levi & Korsinsky

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The stock was 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 owned 110,477 shares of the company’s stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the sale, the executive vice president owned 47,468 shares of the company’s stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 in the last ninety days. Insiders own 0.03% of the company’s stock.

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).