4,527 Shares in Microsoft Corporation $MSFT Purchased by Causey Wealth LLC

Key Points

• Causey Wealth LLC purchased 4,527 Microsoft shares during the second quarter, valued at approximately $1.69 million. Microsoft now represents 0.7% of the firm’s portfolio, while institutional investors collectively own 71.13% of the stock.
• Microsoft reported quarterly earnings of $4.74 per share and revenue of $90.01 billion, beating estimates and representing 17.7% year-over-year revenue growth. The company also raised its quarterly dividend to $0.98 per share.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $581.24. Investors are focused on Azure and AI growth, including Microsoft’s Maia 300 accelerator, though rising data-center costs, insider selling, and market volatility remain risks.

Causey Wealth LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 4,527 shares of the software giant's stock, valued at approximately $1,689,000. Microsoft accounts for 0.7% of Causey Wealth LLC's holdings, making the stock its 17th largest position.

A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. Frankly Finances LLC acquired a new position in shares of Microsoft during the second quarter valued at about $35,000. Fiduciary Advisors Inc. increased its holdings in Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after buying an additional 34 shares during the period. Persistent Asset Partners Ltd acquired a new position in shares of Microsoft in the 2nd quarter valued at $60,000. Lifetime Wealth Management P.C. bought a new position in shares of Microsoft during the 4th quarter worth about $101,000. Finally, Glynn Capital Management LLC lifted its holdings in shares of Microsoft by 34.2% during the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after acquiring an additional 65 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its Maia 300 custom AI accelerator, designed for multi-gigawatt deployment across Azure data centers. Management says it can deliver 40% more tokens per megawatt than a GPU-based system, potentially lowering inference costs and reducing reliance on Nvidia and AMD hardware. What Could Microsoft Gain From Its Maia 300 AI Chip Rollout?
• Positive Sentiment: Investor optimism remains focused on Azure growth, Microsoft’s AI backlog, and more than $130 billion in reported data-center leases. The scale of commitments supports long-term demand for Azure and Copilot, although it also raises capital-spending risks. Microsoft Reports $130 Billion in Data Center Leases
• Positive Sentiment: Barclays raised its Microsoft price target to $600 from $512 and expects the upcoming fiscal first-quarter report to show improving differentiation in software. Earnings are scheduled for October 28. Microsoft Price Target Raised by Barclays
• Neutral Sentiment: Microsoft’s Azure chief reportedly seeks at least 20% cost cuts in an effort to offset soaring AI data-center expenses. The move could improve efficiency and margins, but it also highlights pressure from the company’s aggressive investment cycle. Microsoft Weighs 20% Cost Cuts in Azure
• Neutral Sentiment: Microsoft is introducing new AI-enabled Surface devices and an Xbox Nano Controller, supporting its broader push to put generative AI into consumer hardware. These products are strategically relevant but are unlikely to materially affect near-term results.
• Negative Sentiment: Hot inflation data pushed bond yields higher and triggered a broad selloff in AI-related shares, increasing concern that expensive AI infrastructure projects may face higher financing costs and tougher valuation scrutiny.
• Negative Sentiment: Phillip Securities downgraded Microsoft to “hold,” while Erste Group made a minor reduction to its FY2028 earnings forecast. These actions add to near-term caution following the stock’s strong run.
• Negative Sentiment: EVP Amy Hood sold 7,305 shares worth approximately $4.0 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and represents only 1.3% of her holdings, it is a limited bearish signal.
• Negative Sentiment: Reports that Microsoft issued security updates addressing more than 1,400 vulnerabilities could renew concerns about cybersecurity exposure, though patching the flaws is ultimately protective.

Microsoft Stock Down 1.8%

NASDAQ MSFT opened at $533.69 on Thursday. The stock has a fifty day moving average of $504.15 and a 200-day moving average of $438.68. The stock has a market capitalization of $3.96 trillion, a P/E ratio of 29.72, a price-to-earnings-growth ratio of 1.74 and a beta of 1.10. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. The firm 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 was up 17.7% on a year-over-year basis. During the same period last year, the company earned $3.65 earnings per share. On average, equities research analysts forecast that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued 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 yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on MSFT. Rothschild & Co Redburn set a $440.00 target price on shares of Microsoft in a research report on Monday, September 21st. Truist Financial reissued a "buy" rating and issued a $575.00 price target on shares of Microsoft in a research report on Wednesday, July 22nd. JPMorgan Chase & Co. reissued a "buy" rating on shares of Microsoft in a research report on Monday, September 28th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $600.00 price target on shares of Microsoft in a research note on Monday. Finally, Stifel Nicolaus upgraded Microsoft from a "hold" rating to a "buy" rating and upped their price target for the company from $530.00 to $575.00 in a research report on Tuesday, September 22nd. Forty-one research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $581.24.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred 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 sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 150,314 shares of company stock worth $75,404,992. Corporate insiders own 0.03% of the company's stock.

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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