43,745 Shares of Microsoft Corporation $MSFT Bought by Strategic Global Advisors LLC

Strategic Global Advisors LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 43,745 shares of the software giant’s stock, valued at approximately $16,318,000. Microsoft accounts for about 2.3% of Strategic Global Advisors LLC’s portfolio, making the stock its 9th biggest position.

Several other hedge funds have also recently added to or reduced their stakes in the business. Frankly Finances LLC acquired a new position in shares of Microsoft in the 2nd quarter worth approximately $35,000. Bard Associates Inc. bought a new position in shares of Microsoft during the 2nd quarter worth approximately $37,000. PMV Capital Advisers LLC bought a new position in shares of Microsoft during the 2nd quarter worth approximately $38,000. Fiduciary Advisors Inc. boosted its stake in Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock valued at $47,000 after buying an additional 34 shares in the last quarter. Finally, Persistent Asset Partners Ltd acquired a new stake in Microsoft in the 2nd quarter valued at $60,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 150,314 shares of company stock worth $75,404,992 over the last ninety days. Company insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of analyst reports. Morgan Stanley cut Microsoft from an “overweight” rating to a “negative” rating in a research report on Monday, October 5th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $600.00 price objective on shares of Microsoft in a report on Monday, October 12th. KeyCorp restated an “overweight” rating on shares of Microsoft in a research note on Thursday, September 3rd. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a research note on Monday, September 28th. Finally, Argus lowered their target price on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a report on Friday, July 10th. Forty-three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $592.15.

Microsoft Stock Down 0.3%

Shares of MSFT opened at $531.87 on Wednesday. The company has a market capitalization of $3.95 trillion, a P/E ratio of 29.61, a PEG ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The business’s 50 day simple moving average is $506.64 and its 200-day simple moving average is $443.46. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the firm posted $3.65 EPS. The business’s revenue was up 17.7% on a year-over-year basis. As a group, sell-side analysts predict that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This is a boost from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism and earnings expectations: BMO Capital raised its Microsoft price target to $600 while maintaining an Outperform rating, citing potential upside for Azure. Bernstein also reiterated Outperform and lifted its target to $662. Analysts expect Microsoft’s Oct. 28 results to benefit from Azure demand and expanding enterprise AI adoption. Boeing and Microsoft AI platform article
• Positive Sentiment: AI and cloud growth remain the core bull case: Commentary points to robust Azure infrastructure demand, commercial customer commitments and Microsoft’s ability to monetize AI across enterprise markets. Its new Maia AI chips could eventually reduce reliance on outside processors and lower inference costs, although execution remains important. Microsoft Q1 outlook
• Positive Sentiment: Xbox and industry partnerships: Microsoft plans next-generation Xbox consoles and handheld devices for the 2027–2028 holiday seasons. Separately, its partnership with AMD is intended to improve Xbox performance, while Boeing’s new Dataliner aircraft-data platform uses Microsoft Azure AI Foundry and could support enterprise cloud adoption. Next-generation Xbox article
• Neutral Sentiment: Tokenized-stock objection: Microsoft joined Alphabet and Goldman Sachs in objecting to having its shares listed on a proposed OKX-ICE tokenized-stock platform. The move may limit potential trading exposure but does not directly affect operating results. Tokenized stocks article
• Negative Sentiment: U.K. AI data-center withdrawal: Microsoft withdrew as anchor tenant from Nscale’s planned Loughton, Essex, facility because grid-connection delays threatened the power supply. The decision highlights electricity and permitting constraints that could slow Azure capacity expansion and increase infrastructure costs. Microsoft U.K. data-center withdrawal
• Negative Sentiment: Regulatory and execution pressure: Britain’s competition watchdog is considering strategic-market-status rules for Microsoft’s business software, potentially increasing compliance requirements. Investors are also watching whether very large AI capital expenditures generate sufficient revenue and cash flow to justify the spending. U.K. regulation article
• Negative Sentiment: Broader AI-stock weakness: A selloff across AI-related equities and concerns about financing, power availability and uncertain returns are weighing on large technology stocks, including Microsoft. The company’s elevated valuation leaves less room for disappointment if Azure growth or earnings guidance falls short.

About Microsoft

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.