1,039 Shares in Microsoft Corporation $MSFT Acquired by Mallini Complete Financial Planning LLC

Key Points

• Mallini Complete Financial Planning LLC bought 1,039 Microsoft shares in the third quarter, worth about $533,000; Microsoft represents 0.4% of its portfolio. Institutional investors collectively own 71.13% of the stock.
• Microsoft beat quarterly earnings and revenue expectations, with revenue up 18.8% year over year. The company also raised its quarterly dividend from $0.91 to $0.98 per share.
• Microsoft is reportedly scaling back some outside AI-computing arrangements as it builds its own infrastructure. The move could help manage costs, but has raised questions about AI capacity growth and returns on heavy data-center spending.

Mallini Complete Financial Planning LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 1,039 shares of the software giant's stock, valued at approximately $533,000. Microsoft makes up 0.4% of Mallini Complete Financial Planning LLC's holdings, making the stock its 26th biggest holding.

A number of other large investors have also added to or reduced their stakes in MSFT. Montgomery Financial Services LLC bought a new position in Microsoft during the second quarter valued at $26,000. Frankly Finances LLC bought a new stake in shares of Microsoft in the 2nd quarter worth about $35,000. Bard Associates Inc. bought a new stake in shares of Microsoft in the 2nd quarter worth about $37,000. PMV Capital Advisers LLC bought a new stake in shares of Microsoft in the 2nd quarter worth about $38,000. Finally, Fiduciary Advisors Inc. raised its position in shares of Microsoft by 37.4% during the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after buying an additional 34 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s free-cash-flow position may offer some reassurance: an analysis notes that several other major AI hyperscalers are generating negative free cash flow, while Microsoft is generating positive cash flow. Is Microsoft Getting Enough Credit for Better Free Cash Flow Compared to its Peers?
• Neutral Sentiment: Reports say Microsoft plans to reduce the number of neocloud partners it uses, wind down rented AI capacity from Oracle, and declined a Texas data-center expansion with Nscale. This could help control costs and give Microsoft tighter oversight as it builds its own infrastructure, but the implications for capacity growth remain uncertain. Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain
• Negative Sentiment: Investors may read the canceled or reduced AI-computing commitments as a sign that Microsoft is reassessing demand, project timing, or returns on its data-center spending. The shift comes as reports highlight construction delays and the rising cost of meeting a growing AI backlog, intensifying scrutiny of whether heavy investment will pay off. Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports
• Negative Sentiment: Broader unease around AI spending and tech-market volatility may also weigh on MSFT, as investors question the scale of data-center investment relative to future cash returns. Microsoft and Oracle's AI ambitions are suddenly a lot more expensive

Microsoft Price Performance

MSFT stock opened at $530.61 on Friday. The stock has a market cap of $3.94 trillion, a PE ratio of 27.69, a P/E/G ratio of 1.56 and a beta of 1.05. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $559.15. The company has a 50-day moving average price of $516.65 and a 200 day moving average price of $440.18. The company has a current ratio of 1.22, a quick ratio of 1.21 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data 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 analyst estimates of $90.62 billion. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. The firm's revenue for the quarter was up 18.8% on a year-over-year basis. During the same period in the prior year, the company posted $4.13 EPS. Equities research analysts anticipate that Microsoft Corporation will post 19.92 earnings per share for the current 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 paid a dividend of $0.98 per share. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's payout ratio is currently 19.00%.

Wall Street Analyst Weigh In

A number of research analysts recently commented on MSFT shares. Weiss Ratings raised shares of Microsoft from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday, October 8th. UBS Group set a $700.00 price target on Microsoft in a research report on Thursday, October 29th. Roth Capital assumed coverage on Microsoft in a research note on Friday. They set a "buy" rating on the stock. Raymond James Financial set a $650.00 price objective on Microsoft in a research report on Thursday, October 29th. Finally, Jefferies Financial Group raised their price objective on Microsoft from $575.00 to $650.00 and gave the company a "buy" rating in a research note on Wednesday, October 14th. One research analyst has rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $609.54.

Insider Buying and Selling

In related news, EVP Amy Hood sold 41,674 shares of the firm's 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 completion of the sale, the executive vice president directly owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This trade represents a 7.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through 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 business'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 transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 135,504 shares of company stock worth $68,138,024. Insiders own 0.03% of the company's stock.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices, and digital solutions for consumers, businesses, and public-sector organizations. Founded in 1975 by Bill Gates and Paul Allen, the company is headquartered in Redmond, Washington.

Its products and services include the Windows operating system, Microsoft 365 productivity applications, Azure cloud computing, LinkedIn, GitHub, Surface devices, and Xbox gaming products and services. Microsoft also provides business software, cybersecurity tools, and artificial intelligence technologies.

Microsoft serves customers around the world through its products, online platforms, and network of business partners.

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