375,993 Shares in Microsoft Corporation $MSFT Acquired by Vise Technologies Inc.

Key Points

• Vise Technologies acquired 375,993 Microsoft shares worth approximately $140.3 million in the second quarter, making Microsoft 1.6% of its portfolio and its seventh-largest holding.
• Wall Street remains broadly bullish: 42 analysts rate Microsoft a Buy, with an overall “Moderate Buy” consensus and an average price target of $579.84.
• Microsoft reported strong quarterly results, beating earnings and revenue estimates, while raising its quarterly dividend to $0.98 per share. However, company insiders sold more than $71 million in stock during the latest quarter.

Vise Technologies Inc. purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 375,993 shares of the software giant's stock, valued at approximately $140,253,000. Microsoft makes up 1.6% of Vise Technologies Inc.'s holdings, making the stock its 7th biggest holding.

Other large investors have also added to or reduced their stakes in the company. Frankly Finances LLC purchased a new stake in Microsoft during the second quarter valued at $35,000. Fiduciary Advisors Inc. grew its stake in shares of Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock worth $47,000 after buying an additional 34 shares in the last quarter. Persistent Asset Partners Ltd purchased a new position in shares of Microsoft in the 2nd quarter worth $60,000. Glynn Capital Management LLC increased its holdings in shares of Microsoft by 34.2% in the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after buying an additional 65 shares during the last quarter. Finally, Lifetime Wealth Management P.C. bought a new stake in shares of Microsoft in the 4th quarter worth about $101,000. Institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent research reports. Scotiabank lifted their price target on Microsoft from $510.00 to $615.00 and gave the stock an "outperform" rating in a research report on Monday, October 5th. Wells Fargo & Company boosted their price objective on Microsoft from $700.00 to $725.00 and gave the stock an "overweight" rating in a research note on Thursday, October 1st. Cantor Fitzgerald upped their price objective on Microsoft from $522.00 to $608.00 and gave the company an "overweight" rating in a research report on Monday, September 21st. DA Davidson reaffirmed a "buy" rating and issued a $550.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Finally, CLSA reiterated an "outperform" rating on shares of Microsoft in a report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $579.84.

Insiders Place Their Bets

In related news, EVP Amy Hood sold 41,674 shares of the business's stock in a transaction on 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 completion of the transaction, the executive vice president owned 533,624 shares in the company, valued at $265,888,830.48. The trade was a 7.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction 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 in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their position. 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. Insiders sold a total of 143,009 shares of company stock valued at $71,420,699 over the last quarter. 0.03% of the stock is currently owned by insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 AI chip is the key catalyst. Microsoft unveiled its third-generation Maia 300 processor and plans to begin production deployments in 2027, eventually scaling the platform to multiple gigawatts and potentially as many as one million chips. The company says Maia 300 can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems, which could lower Azure costs and improve margins. Microsoft reveals Maia 300 AI chip
• Positive Sentiment: Greater control over AI supply and economics. Microsoft intends to make Maia a primary architecture for AI inference while continuing to use chips from Nvidia, AMD and Intel. Investors viewed the strategy as a way to reduce dependence on expensive, supply-constrained Nvidia hardware and strengthen Azure’s competitive position. Microsoft to rely more on homegrown AI chips
• Positive Sentiment: Underlying growth remains strong. Recent coverage points to Azure growth guidance of 44%–45%, rising Copilot adoption, a record backlog and more than $50 billion in quarterly capital spending to meet AI demand. These trends reinforce the bullish long-term case, although the October 28 earnings report will test whether growth remains above investor expectations.
• Neutral Sentiment: AI safety and infrastructure constraints remain in focus. CEO Satya Nadella and President Brad Smith called for stronger safeguards, emergency controls and clearer AI regulation. Separately, industry leaders highlighted electricity and cooling capacity as potential limits on AI expansion. These issues may increase compliance and infrastructure costs but could also benefit Microsoft’s enterprise-focused approach.
• Negative Sentiment: Regulatory and legal risks increased. The U.S. suspended Microsoft from the PERM green-card program amid scrutiny of its H-1B hiring practices, potentially complicating access to technical talent. Norway also fined Microsoft subsidiary Xandr approximately €8.6 million for sharing Grindr user data. Microsoft PERM suspension
• Negative Sentiment: Valuation and execution risks persist. Some analysts downgraded Microsoft amid concerns about elevated AI capital spending, high expectations and the need for Azure growth to remain above 40%. The departure of longtime science president Peter Lee is an additional, though relatively minor, leadership concern.

Microsoft Stock Performance

Microsoft stock opened at $541.15 on Tuesday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm has a market capitalization of $4.02 trillion, a P/E ratio of 30.13, a price-to-earnings-growth ratio of 1.72 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 company's 50-day moving average is $502.22 and its 200 day moving average is $436.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during 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%. The company's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.65 earnings per share. Research analysts forecast that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio is 20.27%.

Microsoft Company Profile

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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