9,253 Shares in Microsoft Corporation $MSFT Bought by Rose Capital Advisors LLC

Rose Capital Advisors LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 9,253 shares of the software giant’s stock, valued at approximately $3,451,000. Microsoft comprises 1.7% of Rose Capital Advisors LLC’s investment portfolio, making the stock its 14th largest position.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MSFT. Schuylkill Financial LLC bought a new position in Microsoft during the 2nd quarter worth $1,181,000. NI Acquisitions Company LLC acquired a new stake in Microsoft in the second quarter worth $1,870,000. NBH Bank bought a new stake in Microsoft in the second quarter valued at $5,255,000. Gainline Financial Partners LLC bought a new stake in Microsoft in the second quarter valued at $872,000. Finally, Shah Wealth Advisors LLC acquired a new position in shares of Microsoft during the second quarter valued at $1,377,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other news, EVP Amy Hood sold 7,305 shares of the company’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total value of $3,984,293.10. Following the completion of the sale, the executive vice president directly owned 555,396 shares of the company’s stock, valued at approximately $302,924,086.32. This represents a 1.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 150,314 shares of company stock valued at $75,404,992 over the last quarter. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the subject of several recent research reports. Phillip Securities lowered shares of Microsoft from a “moderate buy” rating to a “hold” rating in a research report on Monday, October 12th. Guggenheim lifted their price objective on shares of Microsoft from $586.00 to $595.00 and gave the company a “buy” rating in a research report on Thursday. Truist Financial reissued a “buy” rating and set a $630.00 target price (up from $600.00) on shares of Microsoft in a research note on Thursday. Royal Bank Of Canada restated an “outperform” rating and issued a $640.00 target price on shares of Microsoft in a research report on Thursday. Finally, Oppenheimer upped their target price on shares of Microsoft from $570.00 to $625.00 and gave the stock an “outperform” rating in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $609.54.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft delivered a strong fiscal first quarter, with revenue of $92.28 billion and EPS of $4.89, both above expectations. Azure revenue surged 48%, while Microsoft Cloud revenue rose 30%, reinforcing the view that AI demand is translating into meaningful cloud growth. Microsoft Earnings Expose a Growing Divide in the Magnificent 7 AI Trade
• Positive Sentiment: Management issued second-quarter revenue guidance of $96.0 billion to $97.1 billion, above the $95.7 billion consensus estimate. Analysts responded with multiple price-target increases, including targets of $630 to $680, and Wolfe Research upgraded the stock to “strong buy.”
• Positive Sentiment: Microsoft’s strong cash generation and diversified enterprise business continue to distinguish it from rivals facing sharper cash-flow concerns. Analysts argue that Azure, Copilot, AI agents and Microsoft’s security products provide several ways to monetize AI. The expanded Estée Lauder partnership, which will extend Copilot to more than 14,000 employees, offers another example of enterprise adoption. Estée Lauder and Microsoft Strategic Partnership
• Neutral Sentiment: Microsoft’s voluntary exit offer for approximately 60,000 employees may improve productivity and redirect resources toward AI, but it also highlights a significant restructuring as the company shifts toward more automated, equipment-intensive operations. Microsoft’s 60,000-Person Buyout Offer
• Negative Sentiment: Investors remain concerned about Microsoft’s capital intensity. The company plans roughly $170 billion of AI-related capital spending, while also arranging a $25 billion bond sale—the first major U.S. debt offering since 2017—to fund its buildout. Rising borrowing costs increase scrutiny of future AI returns. Microsoft Plans to Raise $25 Billion in Debt
• Negative Sentiment: Quarterly capital spending was below analyst expectations because third-party AI-chip and data-center capacity was delayed, pushing some capacity into the first half of 2027. While management described this as a supply issue rather than weaker demand, the miss hurt AI infrastructure suppliers and revived concerns about the pace of expansion.
• Negative Sentiment: Microsoft’s cloud gross margin is reportedly narrowing as chip, power, data-center and labor costs rise. With the Nasdaq 100 down sharply during October amid fears of an AI spending bubble, investors are demanding proof that Microsoft’s large backlog will convert into profitable cash flow—not merely future revenue.

Microsoft Price Performance

Shares of MSFT opened at $521.91 on Friday. The firm has a market capitalization of $3.88 trillion, a price-to-earnings ratio of 27.24, a price-to-earnings-growth ratio of 1.66 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.22. Microsoft Corporation has a one year low of $349.20 and a one year high of $551.15. The stock’s fifty day moving average is $512.91 and its 200-day moving average is $438.43.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, beating analysts’ consensus estimates of $4.72 by $0.17. The business had revenue of $92.28 billion for the quarter, compared to analysts’ expectations of $90.62 billion. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. The company’s revenue was up 18.8% on a year-over-year basis. During the same period in the previous year, the business earned $4.13 earnings per share. Equities analysts anticipate that Microsoft Corporation will post 19.71 EPS for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio is 20.46%.

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.