11,242 Microsoft Corporation $MSFT Shares Acquired by RPg Family Wealth Advisory LLC

Key Points

• RPg Family Wealth Advisory increased its Microsoft stake by 49.8% in the second quarter, purchasing 11,242 shares to own 33,820 shares valued at approximately $12.6 million.
• Institutional investors own 71.13% of Microsoft, while insiders sold 143,009 shares worth about $71.4 million over the past three months.
• Microsoft’s outlook remains broadly positive, supported by strong Azure and AI demand, better-than-expected quarterly earnings and bullish analyst ratings; however, investors continue to monitor elevated AI spending, valuation risks and market concentration.

RPg Family Wealth Advisory LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 49.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,820 shares of the software giant's stock after buying an additional 11,242 shares during the quarter. Microsoft makes up 1.5% of RPg Family Wealth Advisory LLC's portfolio, making the stock its 12th biggest holding. RPg Family Wealth Advisory LLC's holdings in Microsoft were worth $12,616,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in MSFT. AlTi Global Inc. lifted its position in shares of Microsoft by 0.3% during the 2nd quarter. AlTi Global Inc. now owns 90,145 shares of the software giant's stock valued at $33,626,000 after buying an additional 291 shares in the last quarter. NorthStar Asset Management LLC NJ increased its stake in Microsoft by 1.6% in the 2nd quarter. NorthStar Asset Management LLC NJ now owns 7,913 shares of the software giant's stock worth $2,952,000 after buying an additional 121 shares in the last quarter. Alexander Randolph Advisory Inc. raised its holdings in Microsoft by 19.7% during the second quarter. Alexander Randolph Advisory Inc. now owns 8,143 shares of the software giant's stock valued at $3,038,000 after acquiring an additional 1,341 shares during the period. Weil Company Inc. lifted its position in shares of Microsoft by 2.0% in the second quarter. Weil Company Inc. now owns 2,666 shares of the software giant's stock valued at $995,000 after acquiring an additional 51 shares in the last quarter. Finally, Vigil Wealth Management LLC boosted its stake in shares of Microsoft by 85.0% in the second quarter. Vigil Wealth Management LLC now owns 2,670 shares of the software giant's stock worth $996,000 after acquiring an additional 1,227 shares during the period. Institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the firm'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 $21,188,276.96. This trade represents a 10.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the completion of the transaction, the executive vice president directly owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is owned by corporate insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI demand remain the primary catalyst. Investor data and analyst commentary point to accelerating Azure demand, while Microsoft’s recent earnings showed its fastest cloud growth in four years. The improving demand is helping ease concerns that the company’s substantial AI infrastructure spending will not generate adequate returns. Ca$htag: MSFT Azure Cloud Drives Soaring Demand
• Positive Sentiment: Wells Fargo added Microsoft to its Q4 Tactical Ideas list and raised its price target to $725, citing Azure’s growth potential and the prospect of improved AI monetization through Copilot. The action adds to a series of bullish analyst revisions; one report noted that 52 analysts covering Microsoft currently have no sell ratings. With Azure as a Catalyst, Microsoft Is Positioned for Sustained Growth
• Positive Sentiment: Microsoft’s OpenAI relationship provides potential additional value. Investors are increasingly focused on Microsoft’s stake and commercial partnership with OpenAI, particularly ahead of a possible OpenAI initial public offering that could provide a market reference for the investment. OpenAI’s Future IPO Keeps Me Buying Microsoft
• Positive Sentiment: Microsoft introduced new real-time AI speech models for customer-service agents, multilingual assistants and voice interfaces. The products broaden Microsoft’s enterprise AI offering and could support additional cloud consumption and software revenue. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Neutral Sentiment: Investors are awaiting Microsoft’s October 7 Surface and Windows event. New hardware or Windows updates could support the ecosystem, although the event has not yet produced a material earnings catalyst. Microsoft Stock Notches Up Ahead of the Surface Show
• Negative Sentiment: Risks include heavy AI capital spending, valuation concerns and broader market concentration. Critics argue that rising data-center capacity could pressure compute pricing and returns, while strategists warn that a market correction could disproportionately affect megacap technology stocks. Microsoft’s dividend remains affordable, but AI infrastructure spending and lease commitments could limit future dividend growth. Morgan Stanley Strategist Sees Market Drawdown Potential

Microsoft Stock Performance

Shares of Microsoft stock opened at $517.53 on Friday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a market cap of $3.84 trillion, a price-to-earnings ratio of 28.82, a PEG ratio of 1.66 and a beta of 1.10. The business's 50 day moving average price is $490.08 and its 200 day moving average price is $429.97. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the prior year, the firm posted $3.65 earnings per share. Microsoft's quarterly revenue was up 17.7% on a year-over-year basis. On average, research analysts predict that Microsoft Corporation will post 19.62 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 given a $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio is currently 20.27%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on MSFT shares. KeyCorp reaffirmed an "overweight" rating on shares of Microsoft in a research note on Thursday, September 3rd. BMO Capital Markets raised their price objective on Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a research report on Thursday, July 30th. Citizens Jmp reaffirmed a "market outperform" rating and issued a $550.00 target price on shares of Microsoft in a report on Tuesday, September 15th. Stifel Nicolaus upgraded Microsoft from a "hold" rating to a "buy" rating and boosted their target price for the stock from $530.00 to $575.00 in a research report on Tuesday, September 22nd. Finally, Citigroup reaffirmed a "market outperform" rating on shares of Microsoft in a research note on Monday, September 21st. Forty-three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $571.18.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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