16,670 Shares of Microsoft Corporation $MSFT Bought by CM Wealth Advisors LLC

Key Points

• CM Wealth Advisors LLC bought 16,670 Microsoft shares worth approximately $6.2 million, while several other institutions also initiated positions. Institutional investors now own 71.13% of Microsoft’s stock.
• Microsoft reported quarterly earnings of $4.74 per share and revenue of $90.01 billion, exceeding analyst expectations, with revenue up 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share.
• Analyst sentiment remains broadly positive, with 42 analysts rating Microsoft a Buy and an average price target of $578.73, although executives—including CEO Satya Nadella—have recently sold shares.

CM Wealth Advisors LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 16,670 shares of the software giant's stock, valued at approximately $6,218,000. Microsoft comprises about 1.1% of CM Wealth Advisors LLC's holdings, making the stock its 10th largest holding.

Several other large investors also recently made changes to their positions in MSFT. Madison Asset Management LLC acquired a new stake in Microsoft in the 2nd quarter worth approximately $81,285,000. OV Management LLC acquired a new position in Microsoft during the second quarter valued at approximately $432,000. Planning Directions Inc. acquired a new position in Microsoft during the second quarter valued at approximately $1,205,000. AssuredPartners Investment Advisors LLC acquired a new position in Microsoft during the second quarter valued at approximately $16,637,000. Finally, Shepherd Financial Partners LLC bought a new position in shares of Microsoft in the second quarter valued at approximately $14,840,000. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $535.07 on Monday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The business's 50 day moving average is $501.15 and its two-hundred day moving average is $435.10. The company has a market cap of $3.97 trillion, a P/E ratio of 29.79, a P/E/G ratio of 1.72 and a beta of 1.10. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the previous year, the company earned $3.65 earnings per share. The company's quarterly revenue was up 17.7% compared to the same quarter last year. On average, equities analysts expect 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. Investors of record on Thursday, November 19th will be given a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's payout ratio is presently 20.27%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1
• Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating
• Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra
• Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation
• Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit
• Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program
• Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction 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 completion of the sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 143,009 shares of company stock valued at $71,420,699 in the last 90 days. 0.03% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Barclays reduced their price objective on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a research note on Thursday, July 30th. KeyCorp reaffirmed an "overweight" rating on shares of Microsoft in a report on Thursday, September 3rd. Stifel Nicolaus upgraded shares of Microsoft from a "hold" rating to a "buy" rating and raised their target price for the company from $530.00 to $575.00 in a research note on Tuesday, September 22nd. The Goldman Sachs Group reiterated a "buy" rating and issued a $640.00 target price on shares of Microsoft in a report on Thursday, July 30th. Finally, Weiss Ratings upgraded shares of Microsoft from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday. Forty-two research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $578.73.

Microsoft Profile

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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