19,151 Shares in Microsoft Corporation $MSFT Purchased by Henson Edgewater Management LLC

Key Points

• Henson Edgewater Management purchased 19,151 Microsoft shares worth approximately $9.43 million in the second quarter, making Microsoft its sixth-largest holding and about 5.3% of its portfolio.
• Institutional investors and hedge funds own 71.13% of Microsoft. Wall Street sentiment remains positive, with 43 analysts rating the stock a Buy and the consensus target price at $592.15.
• Microsoft reported quarterly revenue of $90.01 billion and adjusted earnings of $4.74 per share, while raising its quarterly dividend to $0.98 per share. Shares opened at $521.08, near the upper end of their 52-week range.

Henson Edgewater Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 19,151 shares of the software giant's stock, valued at approximately $9,430,000. Microsoft accounts for about 5.3% of Henson Edgewater Management LLC's portfolio, making the stock its 6th biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock valued at $85,604,000 after buying an additional 8,773 shares in the last quarter. D.B. Root & Company LLC acquired a new position in Microsoft during the second quarter worth about $3,652,000. Dearborn Partners LLC acquired a new position in Microsoft during the second quarter worth about $75,641,000. Markel Group Inc. grew its holdings in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after acquiring an additional 1,950 shares during the period. Finally, Bessemer Group Inc. raised its position in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after acquiring an additional 537,634 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MSFT has been the subject of several research reports. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $600.00 price objective on shares of Microsoft in a research report on Monday, October 12th. Melius Research set a $665.00 price objective on shares of Microsoft and gave the stock a "buy" rating in a research note on Monday, October 5th. 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. Raymond James Financial lowered shares of Microsoft from a "moderate buy" rating to a "strong sell" rating in a research note on Wednesday, September 23rd. Finally, CLSA reissued an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Forty-three research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and an average target price of $592.15.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study
• Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog
• Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy
• Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership
• Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview
• Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk
• Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing
• Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments

Microsoft Price Performance

NASDAQ MSFT opened at $521.08 on Friday. The stock's 50-day moving average price is $507.93 and its two-hundred day moving average price is $445.62. 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 company has a market cap of $3.87 trillion, a PE ratio of 29.01, a PEG 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.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 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 company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the firm earned $3.65 earnings per share. The business's quarterly revenue was up 17.7% on a year-over-year basis. On average, analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The company also recently declared 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 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Insider Activity

In related news, EVP Amy Hood sold 7,305 shares of the company's stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total value of $3,984,293.10. Following the completion of the sale, the executive vice president owned 555,396 shares in the company, valued at approximately $302,924,086.32. This represents a 1.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction that occurred 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 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 SEC filing for this sale provides additional information. Insiders have sold 150,314 shares of company stock worth $75,404,992 over the last three months. 0.03% of the stock is owned by insiders.

Microsoft 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.

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