13,729 Shares of Microsoft Corporation $MSFT Acquired by OVERSEA CHINESE BANKING Corp Ltd

Key Points

• OVERSEA CHINESE BANKING Corp Ltd acquired 13,729 Microsoft shares during the second quarter, valued at approximately $5.1 million. Institutional investors collectively own 71.13% of Microsoft’s stock.
• Microsoft reported strong quarterly results, with EPS of $4.74 exceeding estimates of $4.24 and revenue of $90.01 billion, up 17.7% year over year. The company also raised its quarterly dividend to $0.98, or $3.92 annually.
• Insiders have been selling shares: executives sold 143,009 shares worth about $71.4 million over the past 90 days. Analysts remain broadly positive, with a “Moderate Buy” consensus and an average price target of $579.84.

OVERSEA CHINESE BANKING Corp Ltd bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 13,729 shares of the software giant's stock, valued at approximately $5,121,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Frankly Finances LLC acquired a new stake in shares of Microsoft during the 2nd quarter valued at $35,000. Fiduciary Advisors Inc. grew its stake in 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 acquiring an additional 34 shares in the last quarter. Persistent Asset Partners Ltd acquired a new position in Microsoft in the 2nd quarter valued at approximately $60,000. Lifetime Wealth Management P.C. acquired a new position in shares of Microsoft in the fourth quarter worth $101,000. Finally, Glynn Capital Management LLC raised its stake in shares of Microsoft by 34.2% during the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after purchasing an additional 65 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Up 1.1%

NASDAQ MSFT opened at $541.15 on Tuesday. The stock has a market capitalization of $4.02 trillion, a P/E ratio of 30.13, a price-to-earnings-growth ratio of 1.72 and a beta of 1.10. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock has a fifty day moving average of $502.22 and a 200-day moving average of $436.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results 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. The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company's revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the company posted $3.65 EPS. On average, equities research analysts forecast that Microsoft Corporation will post 19.65 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 paid a $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. 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 0.7%. Microsoft's payout ratio is currently 20.27%.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,810 shares of Microsoft 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 owned 42,677 shares of the company's stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The stock was 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. This represents a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 143,009 shares of company stock valued at $71,420,699. Insiders own 0.03% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 AI chip is the key catalyst. Microsoft unveiled its third-generation Maia 300 processor and plans to begin production deployments in 2027, eventually scaling the platform to multiple gigawatts and potentially as many as one million chips. The company says Maia 300 can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems, which could lower Azure costs and improve margins. Microsoft reveals Maia 300 AI chip
• Positive Sentiment: Greater control over AI supply and economics. Microsoft intends to make Maia a primary architecture for AI inference while continuing to use chips from Nvidia, AMD and Intel. Investors viewed the strategy as a way to reduce dependence on expensive, supply-constrained Nvidia hardware and strengthen Azure’s competitive position. Microsoft to rely more on homegrown AI chips
• Positive Sentiment: Underlying growth remains strong. Recent coverage points to Azure growth guidance of 44%–45%, rising Copilot adoption, a record backlog and more than $50 billion in quarterly capital spending to meet AI demand. These trends reinforce the bullish long-term case, although the October 28 earnings report will test whether growth remains above investor expectations.
• Neutral Sentiment: AI safety and infrastructure constraints remain in focus. CEO Satya Nadella and President Brad Smith called for stronger safeguards, emergency controls and clearer AI regulation. Separately, industry leaders highlighted electricity and cooling capacity as potential limits on AI expansion. These issues may increase compliance and infrastructure costs but could also benefit Microsoft’s enterprise-focused approach.
• Negative Sentiment: Regulatory and legal risks increased. The U.S. suspended Microsoft from the PERM green-card program amid scrutiny of its H-1B hiring practices, potentially complicating access to technical talent. Norway also fined Microsoft subsidiary Xandr approximately €8.6 million for sharing Grindr user data. Microsoft PERM suspension
• Negative Sentiment: Valuation and execution risks persist. Some analysts downgraded Microsoft amid concerns about elevated AI capital spending, high expectations and the need for Azure growth to remain above 40%. The departure of longtime science president Peter Lee is an additional, though relatively minor, leadership concern.

Analyst Ratings Changes

A number of research analysts have recently weighed in on MSFT shares. UBS Group downgraded shares of Microsoft from a "buy" rating to a "market perform" rating in a report on Monday, October 5th. Melius Research set a $665.00 target price on shares of Microsoft and gave the stock a "buy" rating in a research report on Monday, October 5th. Truist Financial reaffirmed a "buy" rating and issued a $575.00 price target on shares of Microsoft in a report on Wednesday, July 22nd. William Blair initiated coverage on shares of Microsoft in a research note on Monday, October 5th. They issued an "outperform" rating for the company. Finally, Rothschild & Co Redburn set a $440.00 target price on Microsoft in a research report on Monday, September 21st. Forty-two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $579.84.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.