12,197 Microsoft Corporation $MSFT Shares Bought by HB Wealth Management LLC

Key Points

• HB Wealth Management increased its Microsoft position by 2.3%, buying 12,197 shares to hold 552,823 shares valued at approximately $206.2 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported a strong quarter, with revenue of $92.28 billion and EPS of $4.89, exceeding analyst expectations; Azure revenue grew 48%. Analysts maintain a “Moderate Buy” consensus, with an average price target of $609.54.
• Investors remain focused on the risks of Microsoft’s heavy AI investment, including roughly $170 billion in planned capital spending, a proposed $25 billion bond sale, rising infrastructure costs and pressure on cloud margins.

HB Wealth Management LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 552,823 shares of the software giant's stock after purchasing an additional 12,197 shares during the period. Microsoft accounts for about 1.2% of HB Wealth Management LLC's portfolio, making the stock its 14th biggest holding. HB Wealth Management LLC's holdings in Microsoft were worth $206,214,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Mid American Wealth Advisory Group Inc. lifted its holdings in Microsoft by 133.4% during the 2nd quarter. Mid American Wealth Advisory Group Inc. now owns 2,192 shares of the software giant's stock worth $818,000 after buying an additional 1,253 shares during the period. Nvest Financial LLC raised its position in shares of Microsoft by 2.9% during the second quarter. Nvest Financial LLC now owns 13,082 shares of the software giant's stock worth $4,880,000 after acquiring an additional 365 shares during the last quarter. Clay Northam Wealth Management LLC raised its position in shares of Microsoft by 2.4% during the second quarter. Clay Northam Wealth Management LLC now owns 14,203 shares of the software giant's stock worth $5,298,000 after acquiring an additional 330 shares during the last quarter. Saudi Central Bank raised its position in shares of Microsoft by 89.5% during the second quarter. Saudi Central Bank now owns 493,806 shares of the software giant's stock worth $184,200,000 after acquiring an additional 233,185 shares during the last quarter. Finally, Asset Allocation Strategies LLC lifted its stake in shares of Microsoft by 24.1% in the second quarter. Asset Allocation Strategies LLC now owns 2,087 shares of the software giant's stock worth $778,000 after acquiring an additional 405 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Analyst Ratings Changes

MSFT has been the topic of several analyst reports. BNP Paribas Exane cut Microsoft from a "strong-buy" rating to a "hold" rating in a report on Monday, October 5th. Wolfe Research upgraded shares of Microsoft from a "hold" rating to a "strong-buy" rating in a research report on Thursday. Truist Financial reaffirmed a "buy" rating and issued a $630.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday. DA Davidson increased their price objective on shares of Microsoft from $550.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday. Finally, UBS Group set a $700.00 target price on shares of Microsoft in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and an average price target of $609.54.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction dated 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 owned 100,447 shares of the company's stock, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 150,314 shares of company stock worth $75,404,992 over the last quarter. Company insiders own 0.03% of the company's stock.

Microsoft News Summary

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 MSFT stock opened at $521.91 on Friday. The firm has a 50 day moving average of $512.91 and a 200-day moving average of $438.43. The company has a market cap of $3.88 trillion, a price-to-earnings ratio of 27.24, a price-to-earnings-growth ratio of 1.64 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $551.15.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its 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. The business 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%. Microsoft's revenue was up 18.8% on a year-over-year basis. During the same period in the prior year, the firm earned $4.13 earnings per share. On average, equities analysts forecast that Microsoft Corporation will post 19.79 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio (DPR) is currently 19.00%.

About Microsoft

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.

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