2,462 Shares in Microsoft Corporation $MSFT Bought by V. M. Manning & CO. Inc.

Key Points

• V. M. Manning & Co. bought 2,462 Microsoft shares worth approximately $918,000 during the second quarter, making Microsoft 0.8% of the firm’s holdings. Institutional investors collectively own 71.13% of the stock.
• Microsoft insiders sold 21,810 shares valued at about $10.1 million over the past three months, including sales by CEO Judson Althoff and EVP Takeshi Numoto.
• Analysts maintain a generally bullish view, with 42 Buy ratings and five Holds producing a “Moderate Buy” consensus and a $560.27 average price target. Microsoft also reported quarterly revenue of $90.01 billion, up 17.7% year over year, and earnings that exceeded estimates.

V. M. Manning & CO. Inc. bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,462 shares of the software giant's stock, valued at approximately $918,000. Microsoft accounts for 0.8% of V. M. Manning & CO. Inc.'s holdings, making the stock its 27th largest position.

A number of other institutional investors have also bought and sold shares of the company. Red Door Wealth Management LLC raised its position in shares of Microsoft by 3.2% in the 2nd quarter. Red Door Wealth Management LLC now owns 72,583 shares of the software giant's stock worth $27,075,000 after acquiring an additional 2,243 shares in the last quarter. HCR Wealth Advisors boosted its position in shares of Microsoft by 0.8% during the 2nd quarter. HCR Wealth Advisors now owns 48,033 shares of the software giant's stock valued at $17,917,000 after purchasing an additional 366 shares in the last quarter. Stenger Family Office LLC boosted its position in shares of Microsoft by 4.4% during the 2nd quarter. Stenger Family Office LLC now owns 81,303 shares of the software giant's stock valued at $30,328,000 after purchasing an additional 3,407 shares in the last quarter. HBE Wealth Management LLC grew its stake in Microsoft by 7.7% during the second quarter. HBE Wealth Management LLC now owns 2,399 shares of the software giant's stock worth $895,000 after purchasing an additional 172 shares during the period. Finally, Financial Solutions Advisory Group Inc. grew its stake in Microsoft by 1.9% during the second quarter. Financial Solutions Advisory Group Inc. now owns 10,774 shares of the software giant's stock worth $4,141,000 after purchasing an additional 198 shares during the period. 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 company's 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 completion of the sale, the chief executive officer 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 sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction on 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 transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 21,810 shares of company stock valued at $10,110,874 over the last three months. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on MSFT. Argus dropped their price target on Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a research note on Friday, July 10th. Weiss Ratings raised shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday. Scotiabank reiterated an "outperform" rating and issued a $510.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Guggenheim reissued a "buy" rating and set a $586.00 target price on shares of Microsoft in a research note on Monday, July 27th. Finally, Wells Fargo & Company lifted their price target on shares of Microsoft from $650.00 to $700.00 and gave the company an "overweight" rating in a research note on Wednesday, August 12th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $560.27.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
• Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
• Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
• Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
• Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
• Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now

Microsoft Price Performance

Shares of MSFT opened at $513.53 on Monday. The business's fifty day moving average is $430.87 and its 200 day moving average is $412.43. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. 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 stock has a market cap of $3.81 trillion, a P/E ratio of 28.59, a P/E/G ratio of 1.65 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the company posted $3.65 earnings per share. The business's revenue was up 17.7% on a year-over-year basis. Sell-side analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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