HB Wealth Management LLC Acquires 12,197 Shares of Microsoft Corporation $MSFT

HB Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.3% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 552,823 shares of the software giant’s stock after acquiring an additional 12,197 shares during the quarter. Microsoft accounts for approximately 1.2% of HB Wealth Management LLC’s investment portfolio, making the stock its 14th biggest holding. HB Wealth Management LLC’s holdings in Microsoft were worth $206,214,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Bank of America Corp DE bought a new stake in Microsoft during the second quarter worth $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in Microsoft by 0.9% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock valued at $24,013,297,000 after buying an additional 543,172 shares during the last quarter. Legal & General Group Plc bought a new position in Microsoft during the 2nd quarter valued at $18,306,443,000. Amundi lifted its stake in Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after acquiring an additional 9,814,598 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its holdings in Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock worth $10,852,884,000 after acquiring an additional 2,784,809 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Trading Down 1.6%

Shares of Microsoft stock opened at $521.91 on Friday. The firm has a market cap of $3.88 trillion, a PE ratio of 27.24, a P/E/G ratio of 1.64 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $551.15. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.22 and a quick ratio of 1.22. The stock has a fifty day moving average price of $512.91 and a 200-day moving average price of $438.43.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, topping analysts’ consensus estimates of $4.72 by $0.17. The company had revenue of $92.28 billion for the quarter, compared to the consensus estimate of $90.62 billion. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. The firm’s quarterly revenue was up 18.8% on a year-over-year basis. During the same period in the previous year, the firm earned $4.13 EPS. Equities research analysts anticipate that Microsoft Corporation will post 19.79 EPS for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a $0.98 dividend. 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%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s payout ratio is presently 19.00%.

Key Headlines Impacting Microsoft

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.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 150,314 shares of company stock worth $75,404,992. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. Rothschild & Co Redburn set a $440.00 target price on shares of Microsoft in a research note on Monday, September 21st. KeyCorp set a $625.00 price target on shares of Microsoft in a research report on Thursday. Benchmark restated a “buy” rating on shares of Microsoft in a report on Friday, July 24th. Stifel Nicolaus upped their price objective on shares of Microsoft from $575.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, JPMorgan Chase & Co. reiterated a “buy” rating on shares of Microsoft in a research note on Monday, September 28th. One research analyst has rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $609.54.

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.