3,698 Shares in Microsoft Corporation $MSFT Purchased by Concorde Asset Management LLC

Key Points

• Concorde Asset Management LLC bought 3,698 Microsoft shares worth approximately $1.38 million, making MSFT its 15th-largest holding and 0.8% of its portfolio.
• Institutional interest remains strong, with major investors including Amundi, Dimensional Fund Advisors and Arrowstreet increasing their positions; institutions and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported better-than-expected quarterly results, while analysts maintain a “Moderate Buy” consensus with an average price target of $592.15; the company also raised its quarterly dividend to $0.98 per share.

Concorde Asset Management LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 3,698 shares of the software giant's stock, valued at approximately $1,379,000. Microsoft makes up 0.8% of Concorde Asset Management LLC's holdings, making the stock its 15th largest holding.

Several other large investors also recently modified their holdings of MSFT. Bank of America Corp DE bought a new position in Microsoft in the second quarter worth approximately $27,338,370,000. Legal & General Group Plc bought a new stake in shares of Microsoft during the second quarter valued at approximately $18,306,443,000. Amundi increased its holdings in shares of 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 acquiring an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of 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 acquiring an additional 2,784,809 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in shares of Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after purchasing an additional 9,493,778 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Headlines Impacting Microsoft

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 Trading Down 2.2%

Shares of Microsoft stock opened at $521.08 on Friday. The stock has a fifty day simple moving average of $507.93 and a 200 day simple moving average of $445.62. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a market capitalization of $3.87 trillion, a P/E ratio of 29.01, a price-to-earnings-growth ratio of 1.71 and a beta of 1.10. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data 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. The business had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business's revenue was up 17.7% on a year-over-year basis. During the same period last year, the business earned $3.65 EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a $0.98 dividend. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. 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. Microsoft's payout ratio is currently 20.27%.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was 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 $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This represents a 15.09% 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 90 days, insiders have sold 150,314 shares of company stock worth $75,404,992. Corporate insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. Jefferies Financial Group increased their target price on Microsoft from $575.00 to $650.00 and gave the stock a "buy" rating in a report on Wednesday, October 14th. Bank of America boosted their price target on shares of Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research note on Tuesday, September 1st. Rothschild & Co Redburn set a $440.00 price objective on shares of Microsoft in a report on Monday, September 21st. Morgan Stanley downgraded shares of Microsoft from an "overweight" rating to a "negative" rating in a report on Monday, October 5th. Finally, Scotiabank raised their price objective on shares of Microsoft from $510.00 to $615.00 and gave the company an "outperform" rating in a research note on Monday, October 5th. Forty-three analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price 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.

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