Kingsview Wealth Management LLC acquired a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 262,425 shares of the software giant’s stock, valued at approximately $97,890,000. Microsoft accounts for approximately 1.2% of Kingsview Wealth Management LLC’s portfolio, making the stock its 16th biggest position.
Several other institutional investors also recently modified their holdings of the company. Strategic Wealth Advisors LLC raised its stake in shares of Microsoft by 1.7% in the 2nd quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant’s stock valued at $549,000 after buying an additional 24 shares in the last quarter. Friedenthal Financial lifted its holdings in shares of Microsoft by 6.2% during the 1st quarter. Friedenthal Financial now owns 431 shares of the software giant’s stock worth $160,000 after acquiring an additional 25 shares during the period. Sequent Planning LLC boosted its position in shares of Microsoft by 0.7% during the 1st quarter. Sequent Planning LLC now owns 3,733 shares of the software giant’s stock valued at $1,382,000 after acquiring an additional 25 shares in the last quarter. Lee Johnson Capital Management LLC boosted its position in shares of Microsoft by 3.8% during the 2nd quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant’s stock valued at $256,000 after acquiring an additional 25 shares in the last quarter. Finally, Riverpoint Wealth Management Holdings LLC increased its stake in Microsoft by 0.5% in the first quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant’s stock valued at $2,052,000 after acquiring an additional 26 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.
Trending Headlines about Microsoft
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study
- Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog
- Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy
- Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership
- Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview
- Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk
- Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing
- Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments
Microsoft Trading Down 2.2%
Shares of MSFT stock opened at $521.08 on Friday. The company has a market capitalization of $3.87 trillion, a P/E ratio of 29.01, a P/E/G ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The firm has a 50-day moving average price of $507.93 and a 200 day moving average price of $445.62.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.65 earnings per share. Research analysts forecast that Microsoft Corporation will post 19.65 earnings per share 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 $0.98 dividend. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. This is an increase from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.
Insiders Place Their Bets
In related news, EVP Amy Hood sold 41,674 shares of the stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares in the company, valued at $265,888,830.48. This represents a 7.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the firm’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 150,314 shares of company stock valued at $75,404,992 over the last quarter. 0.03% of the stock is owned by insiders.
Wall Street Analyst Weigh In
Several research analysts recently issued reports on the stock. Argus dropped their price target on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Cantor Fitzgerald lifted their price objective on Microsoft from $522.00 to $608.00 and gave the company an “overweight” rating in a report on Monday, September 21st. Phillip Securities lowered Microsoft from a “moderate buy” rating to a “hold” rating in a research note on Monday, October 12th. Jefferies Financial Group increased their target price on Microsoft from $575.00 to $650.00 and gave the stock a “buy” rating in a report on Wednesday, October 14th. Finally, Mizuho raised their target price on Microsoft from $510.00 to $600.00 and gave the stock an “outperform” rating in a research report on Thursday, October 15th. Forty-three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $592.15.
Check Out Our Latest Stock Report on Microsoft
Microsoft Profile
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.
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