1,805 Shares in Microsoft Corporation $MSFT Acquired by Jacobs Equity LLC

Key Points

• Jacobs Equity LLC acquired 1,805 Microsoft shares worth approximately $673,000 during the second quarter, making Microsoft 0.5% of its portfolio. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly earnings of $4.74 per share on revenue of $90.01 billion, surpassing estimates, while revenue increased 17.7% year over year. The company also raised its quarterly dividend from $0.91 to $0.98 per share.
• Analysts maintain a broadly positive outlook, with 43 Buy ratings and a consensus price target of $592.15; however, investors remain focused on AI spending returns, regulatory scrutiny and data-center infrastructure constraints.

Jacobs Equity LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 1,805 shares of the software giant's stock, valued at approximately $673,000. Microsoft accounts for 0.5% of Jacobs Equity LLC's holdings, making the stock its 29th biggest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Auto Owners Insurance Co increased its stake in shares of Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after acquiring an additional 60,009,531 shares during the last quarter. Bank of America Corp DE purchased a new stake in shares of Microsoft during the second quarter worth $27,338,370,000. Legal & General Group Plc acquired a new stake in Microsoft during the second quarter valued at $18,306,443,000. Amundi boosted its position in Microsoft by 30.8% during the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after purchasing an additional 9,814,598 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in Microsoft by 10.5% during the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock valued at $10,852,884,000 after purchasing an additional 2,784,809 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Amy Hood sold 41,674 shares of the business'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 value of $20,764,903.98. Following the completion of the sale, the executive vice president 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 150,314 shares of company stock worth $75,404,992. Insiders own 0.03% of the company's stock.

Microsoft Trading Down 0.3%

Shares of NASDAQ:MSFT opened at $531.87 on Wednesday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The stock has a market capitalization of $3.95 trillion, a PE ratio of 29.61, a P/E/G ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The firm has a fifty day moving average price of $506.64 and a 200 day moving average price of $443.46.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the company earned $3.65 earnings per share. The business's revenue was up 17.7% compared to the same quarter last year. Analysts expect that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared 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 boost from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio is currently 20.27%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism and earnings expectations: BMO Capital raised its Microsoft price target to $600 while maintaining an Outperform rating, citing potential upside for Azure. Bernstein also reiterated Outperform and lifted its target to $662. Analysts expect Microsoft’s Oct. 28 results to benefit from Azure demand and expanding enterprise AI adoption. Boeing and Microsoft AI platform article
• Positive Sentiment: AI and cloud growth remain the core bull case: Commentary points to robust Azure infrastructure demand, commercial customer commitments and Microsoft’s ability to monetize AI across enterprise markets. Its new Maia AI chips could eventually reduce reliance on outside processors and lower inference costs, although execution remains important. Microsoft Q1 outlook
• Positive Sentiment: Xbox and industry partnerships: Microsoft plans next-generation Xbox consoles and handheld devices for the 2027–2028 holiday seasons. Separately, its partnership with AMD is intended to improve Xbox performance, while Boeing’s new Dataliner aircraft-data platform uses Microsoft Azure AI Foundry and could support enterprise cloud adoption. Next-generation Xbox article
• Neutral Sentiment: Tokenized-stock objection: Microsoft joined Alphabet and Goldman Sachs in objecting to having its shares listed on a proposed OKX-ICE tokenized-stock platform. The move may limit potential trading exposure but does not directly affect operating results. Tokenized stocks article
• Negative Sentiment: U.K. AI data-center withdrawal: Microsoft withdrew as anchor tenant from Nscale’s planned Loughton, Essex, facility because grid-connection delays threatened the power supply. The decision highlights electricity and permitting constraints that could slow Azure capacity expansion and increase infrastructure costs. Microsoft U.K. data-center withdrawal
• Negative Sentiment: Regulatory and execution pressure: Britain’s competition watchdog is considering strategic-market-status rules for Microsoft’s business software, potentially increasing compliance requirements. Investors are also watching whether very large AI capital expenditures generate sufficient revenue and cash flow to justify the spending. U.K. regulation article
• Negative Sentiment: Broader AI-stock weakness: A selloff across AI-related equities and concerns about financing, power availability and uncertain returns are weighing on large technology stocks, including Microsoft. The company’s elevated valuation leaves less room for disappointment if Azure growth or earnings guidance falls short.

Analysts Set New Price Targets

A number of brokerages have commented on MSFT. Tigress Financial boosted their target price on Microsoft from $680.00 to $690.00 and gave the company a "buy" rating in a research note on Wednesday, August 5th. Benchmark reaffirmed a "buy" rating on shares of Microsoft in a research note on Friday, July 24th. Citizens Jmp reiterated a "market outperform" rating and set a $550.00 price target on shares of Microsoft in a report on Tuesday, September 15th. Needham & Company LLC initiated coverage on Microsoft in a research note on Wednesday, September 23rd. They issued a "buy" rating for the company. Finally, JPMorgan Chase & Co. reissued a "buy" rating on shares of Microsoft in a research note on Monday, September 28th. Forty-three 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. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $592.15.

Microsoft Company Profile

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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

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.