Mayport LLC Acquires 1,823 Shares of Microsoft Corporation $MSFT

Mayport LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 21.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 10,509 shares of the software giant’s stock after acquiring an additional 1,823 shares during the quarter. Microsoft comprises approximately 0.6% of Mayport LLC’s holdings, making the stock its 23rd largest position. Mayport LLC’s holdings in Microsoft were worth $3,920,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in Microsoft by 4.0% in the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock worth $85,604,000 after purchasing an additional 8,773 shares during the period. D.B. Root & Company LLC bought a new position in Microsoft during the 2nd quarter valued at $3,652,000. Dearborn Partners LLC acquired a new position in shares of Microsoft during the 2nd quarter valued at $75,641,000. GTS Securities LLC increased its position in shares of Microsoft by 44.6% during the 2nd quarter. GTS Securities LLC now owns 271,597 shares of the software giant’s stock valued at $101,311,000 after purchasing an additional 83,734 shares during the period. Finally, Henson Edgewater Management LLC acquired a new position in shares of Microsoft during the 2nd quarter valued at $9,430,000. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction 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 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 150,314 shares of company stock worth $75,404,992. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Down 0.2%

Shares of MSFT opened at $531.33 on Wednesday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a 50-day moving average of $510.19 and a two-hundred day moving average of $437.69.

Microsoft (NASDAQ:MSFT) last released its earnings results 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 during the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the business earned $3.65 earnings per share. The business’s revenue was up 17.7% on a year-over-year basis. Equities analysts forecast that Microsoft Corporation will post 19.66 EPS for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors 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 represents a $3.92 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.91.

Analyst Ratings Changes

MSFT has been the topic of a number of research reports. KeyCorp reissued an “overweight” rating on shares of Microsoft in a research note on Thursday, September 3rd. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Microsoft in a research note on Thursday, September 10th. Wells Fargo & Company reiterated an “overweight” rating on shares of Microsoft in a research report on Tuesday. Phillip Securities cut shares of Microsoft from a “moderate buy” rating to a “hold” rating in a research report on Monday, October 12th. Finally, Mizuho upped their price target on shares of Microsoft from $510.00 to $600.00 and gave the company an “outperform” rating in a report on Thursday, October 15th. Forty-four equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $596.07.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts remain constructive ahead of earnings. Oppenheimer raised its price target to $625 from $570, while Truist lifted its target to $600 from $575; both cited strong enterprise demand and sustained Azure growth. Oppenheimer raises Microsoft target ahead of earnings
• Positive Sentiment: Wall Street expects continued AI momentum, with Azure growth projected to accelerate toward 45% and Copilot adoption supporting longer-term monetization. Microsoft’s reported cloud backlog and a reported agreement for Anthropic to spend at least $45 billion on Microsoft cloud infrastructure also reinforce demand visibility. Azure AI growth ahead of earnings
• Positive Sentiment: Microsoft expanded its AI collaboration with Dayforce across human resources, finance and operations, potentially broadening enterprise use of Microsoft’s AI and cloud ecosystem. Dayforce expands AI collaboration with Microsoft
• Neutral Sentiment: Microsoft reports after the bell Wednesday. Analysts expect approximately $4.72 EPS and $90.69 billion in revenue, while options markets imply about a 5.09% post-earnings move. Traders are positioned around $555 calls and $460 puts, signaling substantial volatility rather than a clear direction. Microsoft earnings options outlook
• Negative Sentiment: Microsoft is offering voluntary buyouts to roughly 60,000 employees across the U.S., Canada, India and the U.K. The move may reduce costs and redirect resources toward AI, but its scale raises concerns about restructuring, execution and the underlying pressure from heavy data-center investment. Microsoft offers voluntary buyouts to 60,000 employees
• Negative Sentiment: Investors are also weighing rising AI infrastructure costs, capacity constraints and possible margin pressure. A reported delay affecting a Microsoft AI data-center project in the U.K. highlights the practical bottlenecks facing the company’s aggressive capital-spending strategy. Microsoft AI data-center constraints

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.