3,755 Microsoft Corporation $MSFT Shares Purchased by River Wealth Advisors LLC

Key Points

• River Wealth Advisors increased its Microsoft stake by 4.5% in the second quarter, purchasing 3,755 shares and bringing its holdings to 88,060 shares valued at approximately $32.85 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly earnings of $4.74 per share on $90.01 billion in revenue, beating analyst expectations, while revenue rose 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, an 8% increase.
• Analyst sentiment remains broadly positive, with 43 Buy ratings and an average price target of $569.29, supported by Azure growth and Copilot adoption. However, investors remain concerned about AI infrastructure costs, valuation, privacy issues and potential competition from OpenAI.

River Wealth Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 88,060 shares of the software giant's stock after purchasing an additional 3,755 shares during the quarter. Microsoft makes up 2.8% of River Wealth Advisors LLC's portfolio, making the stock its 8th biggest holding. River Wealth Advisors LLC's holdings in Microsoft were worth $32,848,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Auto Owners Insurance Co raised its position in shares of Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock valued at $29,073,486,000 after buying an additional 60,009,531 shares during the last quarter. Amundi lifted its holdings in shares of Microsoft by 30.8% in the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after buying an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP boosted its position 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 worth $10,852,884,000 after acquiring an additional 2,784,809 shares during the last quarter. Fisher Asset Management LLC boosted its position in shares of Microsoft by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock worth $12,235,785,000 after acquiring an additional 458,014 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its stake in Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock valued at $8,982,083,000 after acquiring an additional 9,493,778 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

Shares of Microsoft stock opened at $508.96 on Wednesday. The stock has a market cap of $3.78 trillion, a price-to-earnings ratio of 28.34, a price-to-earnings-growth ratio of 1.64 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock has a 50 day moving average price of $482.29 and a 200-day moving average price of $427.75. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly 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. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.65 EPS. Equities analysts expect that Microsoft Corporation will post 19.62 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's payout ratio is currently 20.27%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Copilot remains the primary catalyst. Jefferies reiterated its bullish view, citing Microsoft’s redesigned Copilot, new usage-based revenue opportunities and potential for paid Copilot seats to double over the next year. Enterprise AI adoption, however, is expected to build gradually. Jefferies Doubles Down on Microsoft's Copilot Opportunity
• Positive Sentiment: Analysts see further upside. JPMorgan maintained a Buy rating with a $625 target, while RBC reportedly set a $640 target, supported by Azure growth, Copilot adoption and Microsoft’s expanding AI infrastructure. The stock is also on track for its strongest quarterly performance in decades, reflecting a market “flight to quality.” Microsoft Stock Surges Past $500
• Positive Sentiment: Azure and enterprise demand support the long-term case. Recent commentary points to Azure growth above 40%, rapidly increasing Copilot seats and a commercial backlog approaching $700 billion. Microsoft is also bringing OpenAI’s autonomous “Dots” AI workers into its enterprise security ecosystem, potentially expanding cloud and software consumption. Microsoft Brings OpenAI's Autonomous Dots AI Workers Into the Enterprise
• Neutral Sentiment: AI policy developments remain mixed. President Trump reaffirmed support for data centers and announced voluntary AI controls with Microsoft and other technology companies, potentially easing regulatory concerns while leaving uncertainty over whether voluntary safeguards will be sufficient. At A.I. Event, Trump Asks Meta, OpenAI and Microsoft to Make Safety Decisions Themselves
• Negative Sentiment: Privacy and competitive risks are weighing on sentiment. Reports that humans may review some Copilot prompts have raised data-privacy concerns. OpenAI is also launching workplace features that increasingly resemble Microsoft Office, intensifying the risk that a key partner could compete directly with Microsoft’s software franchise. OpenAI Takes on Microsoft With a ChatGPT Office Suite
• Negative Sentiment: Investors are questioning the cost and valuation of the AI buildout. Microsoft is reducing staff while committing heavily to data centers, and some analysts argue that cash-flow benefits may take longer to materialize. After its rally, elevated expectations leave less room for execution setbacks.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction dated 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 completion of the sale, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president directly owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 143,009 shares of company stock worth $71,420,699. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have commented on MSFT shares. Royal Bank Of Canada reiterated an "outperform" rating on shares of Microsoft in a research note on Thursday, September 10th. Bank of America raised their price objective on Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research report on Tuesday, September 1st. Phillip Securities cut Microsoft from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research report on Monday, September 21st. Finally, Wolfe Research lowered Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday, September 23rd. Forty-three analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $569.29.

About Microsoft

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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