MW Advisory LLC Purchases New Shares in Microsoft Corporation $MSFT

MW Advisory LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 21,088 shares of the software giant’s stock, valued at approximately $7,866,000. Microsoft makes up 3.1% of MW Advisory LLC’s investment portfolio, making the stock its 7th largest holding.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Tenet Wealth Partners LLC bought a new position in Microsoft in the 2nd quarter worth approximately $3,625,000. Maloon Powers Pitre Higgins & Dennehy LLC acquired a new position in Microsoft during the 2nd quarter worth $6,709,000. Markowski Investments bought a new position in Microsoft in the 2nd quarter valued at $8,307,000. Old Mission Investment Co LLC bought a new position in Microsoft in the 2nd quarter valued at $6,500,000. Finally, Montgomery Financial Services LLC bought a new position in Microsoft in the 2nd quarter valued at $26,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent research reports. Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research report on Thursday. Truist Financial reiterated a “buy” rating and issued a $630.00 price target (up from $600.00) on shares of Microsoft in a report on Thursday. Yorkville Ives started coverage on Microsoft in a research report on Monday, October 5th. They issued an “outperform” rating and a $615.00 price objective for the company. Royal Bank Of Canada reissued an “outperform” rating and set a $640.00 price objective on shares of Microsoft in a report on Thursday. Finally, Raymond James Financial set a $650.00 target price on shares of Microsoft in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $609.54.

More Microsoft News

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 Stock Performance

Shares of Microsoft stock opened at $521.91 on Friday. The firm has a fifty day moving average of $512.91 and a two-hundred day moving average of $438.43. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.22. The stock has a market capitalization of $3.88 trillion, a price-to-earnings ratio of 27.24, a PEG ratio of 1.66 and a beta of 1.10. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $551.15.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.72 by $0.17. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The business had revenue of $92.28 billion for the quarter, compared to analyst estimates of $90.62 billion. During the same period last year, the company earned $4.13 EPS. The firm’s revenue was up 18.8% on a year-over-year basis. As a group, equities research analysts predict 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 $0.98 dividend. 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. This represents a $3.92 annualized dividend and a yield of 0.8%. Microsoft’s payout ratio is currently 20.46%.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares of the company’s stock, valued at $244,092,173.98. The trade was 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. Over the last three months, insiders sold 150,314 shares of company stock worth $75,404,992. Corporate insiders own 0.03% of the company’s stock.

Microsoft Company 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.