5,077 Microsoft Corporation $MSFT Shares Acquired by Bank Hapoalim BM

Key Points

• Bank Hapoalim BM increased its Microsoft position by 17.4% in the second quarter, purchasing 5,077 shares and bringing its total holdings to 34,242 shares valued at approximately $12.8 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and earnings of $4.74 per share, exceeding analyst expectations. The company also raised its quarterly dividend to $0.98 per share, representing an annualized yield of about 0.8%.
• Analyst sentiment remains broadly positive, with 43 Buy ratings and a consensus “Moderate Buy” rating and $571.18 price target. However, insider stock sales, elevated valuation and heavy AI infrastructure spending remain potential risks.

Bank Hapoalim BM boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,242 shares of the software giant's stock after buying an additional 5,077 shares during the quarter. Microsoft makes up 0.8% of Bank Hapoalim BM's holdings, making the stock its 14th biggest holding. Bank Hapoalim BM's holdings in Microsoft were worth $12,773,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of MSFT. Red Lighthouse Investment Management LLC raised its position in Microsoft by 1.1% in the second quarter. Red Lighthouse Investment Management LLC now owns 15,420 shares of the software giant's stock valued at $5,752,000 after purchasing an additional 173 shares during the last quarter. Juno Financial Group LLC grew its holdings in shares of Microsoft by 5.4% during the second quarter. Juno Financial Group LLC now owns 14,775 shares of the software giant's stock worth $5,511,000 after purchasing an additional 756 shares during the last quarter. North Dakota State Investment Board grew its holdings in shares of Microsoft by 1.9% during the second quarter. North Dakota State Investment Board now owns 219,052 shares of the software giant's stock worth $81,711,000 after purchasing an additional 4,146 shares during the last quarter. Aviso Wealth Management increased its stake in shares of Microsoft by 2.2% in the second quarter. Aviso Wealth Management now owns 19,643 shares of the software giant's stock valued at $7,327,000 after buying an additional 429 shares during the period. Finally, VCI Wealth Management LLC raised its holdings in Microsoft by 4.9% in the 2nd quarter. VCI Wealth Management LLC now owns 36,329 shares of the software giant's stock valued at $13,552,000 after buying an additional 1,697 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Price Performance

Microsoft stock opened at $512.80 on Friday. The stock has a market capitalization of $3.81 trillion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.65 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. The stock's 50 day moving average price is $487.37 and its two-hundred day moving average price is $429.36.

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, beating 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 company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the previous year, the business posted $3.65 EPS. Microsoft's revenue for the quarter was up 17.7% compared to the same quarter last year. On average, equities analysts predict that Microsoft Corporation will post 19.62 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio is 20.27%.

Insider Activity at Microsoft

In other news, EVP Amy Hood sold 41,674 shares of the company's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president owned 533,624 shares in the company, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the stock in a transaction dated 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. This trade represents a 15.09% decrease in their position. The SEC filing for this sale provides additional information. 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 valued at $71,420,699. 0.03% of the stock is currently owned by company insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism is supporting MSFT. Wells Fargo added Microsoft to its Q4 Tactical Ideas list and reportedly raised its price target to $725, citing accelerating Azure growth and improving Copilot monetization. The bullish calls follow Microsoft’s strongest quarterly performance in decades and reflect growing confidence that AI spending is translating into revenue. What's Going On With Microsoft Stock?
• Positive Sentiment: New real-time AI voice models expand Microsoft’s addressable market. Microsoft launched three speech and transcription models, including MAI-Transcribe-2-Streaming, which can begin responding in roughly 320 milliseconds. The technology targets contact centers, multilingual assistants, live captions and other enterprise voice applications, potentially creating additional demand for Microsoft’s AI platform and cloud services. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Positive Sentiment: Recent performance reinforces the AI growth narrative. Microsoft shares gained about 38% during the third quarter after earnings showed the fastest Azure growth in four years, driven by strong AI demand. Investors also point to expanding Copilot adoption, enterprise licensing opportunities and continued integration of AI agents into Microsoft’s software ecosystem. MSFT Stock Rallies 38% as Wall Street Sees Microsoft’s AI Spending Pay Off
• Neutral Sentiment: Microsoft is experiencing senior leadership turnover. LinkedIn chief Ryan Roslansky and Microsoft Science president Peter Lee are expected to depart. Roslansky’s exit follows nearly 18 years with LinkedIn and Microsoft and adds to ongoing changes in the company’s AI leadership structure. Former LinkedIn chief Roslansky to leave Microsoft
• Negative Sentiment: Valuation and investment intensity remain key risks. Some commentary argues that Microsoft’s rally has increased reliance on a higher valuation multiple, while AI infrastructure spending may outpace free cash flow if compute prices decline or monetization disappoints. These concerns could limit upside even as Azure demand remains strong. The AI Revolution Could Be Microsoft’s Next Trillion-Dollar Opportunity

Analyst Upgrades and Downgrades

Several research firms recently commented on MSFT. Scotiabank reiterated an "outperform" rating and set a $510.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Piper Sandler lifted their price target on shares of Microsoft from $550.00 to $610.00 and gave the stock an "overweight" rating in a report on Wednesday. Argus reduced their price objective on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a research note on Friday, July 10th. Bank of America increased their price objective on Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a report on Tuesday, September 1st. Finally, BMO Capital Markets raised their target price on Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a research report on Thursday, July 30th. 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 company's stock. Based on data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and a consensus price target of $571.18.

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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