5,094 Shares in Microsoft Corporation $MSFT Bought by OneAscent Investment Solutions LLC

Key Points

• OneAscent Investment Solutions LLC acquired 5,094 Microsoft shares worth approximately $1.9 million in the second quarter, making Microsoft 1.8% of its portfolio and its seventh-largest holding. Institutional investors and hedge funds collectively own 71.13% of MSFT.
• Microsoft reported quarterly earnings of $4.74 per share on $90.01 billion in revenue, exceeding analyst expectations, while revenue grew 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share.
• Analysts maintain a generally positive outlook, with 42 Buy ratings and a consensus “Moderate Buy” rating, although insiders sold $71.4 million of stock over the past 90 days. MSFT recently traded at $543.45, near its 12-month high of $553.72.

OneAscent Investment Solutions LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,094 shares of the software giant's stock, valued at approximately $1,900,000. Microsoft makes up approximately 1.8% of OneAscent Investment Solutions LLC's investment portfolio, making the stock its 7th biggest position.

Several other large investors also recently modified their holdings of MSFT. Frankly Finances LLC bought a new stake in Microsoft during the second quarter valued at $35,000. Fiduciary Advisors Inc. raised its position in shares of Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock worth $47,000 after purchasing an additional 34 shares during the period. Persistent Asset Partners Ltd acquired a new stake in shares of Microsoft during the second quarter valued at approximately $60,000. Lifetime Wealth Management P.C. acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $101,000. Finally, Glynn Capital Management LLC increased its holdings in Microsoft by 34.2% in the second 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. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the 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 sale, 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 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. Insiders sold 143,009 shares of company stock valued at $71,420,699 over the last 90 days. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Performance

MSFT stock opened at $543.45 on Wednesday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The business has a 50 day moving average of $503.23 and a 200-day moving average of $437.50. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The firm has a market cap of $4.04 trillion, a PE ratio of 30.26, a P/E/G ratio of 1.74 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share 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 net margin of 40.31% and a return on equity of 31.98%. The company's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the business earned $3.65 earnings per share. As a group, sell-side analysts expect that Microsoft Corporation will post 19.65 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. Investors of record on Thursday, November 19th will be given a dividend of $0.98 per share. 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 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio is presently 20.27%.

Analyst Upgrades and Downgrades

MSFT has been the topic of several recent analyst reports. BNP Paribas Exane downgraded shares of Microsoft from a "strong-buy" rating to a "hold" rating in a report on Monday, October 5th. Argus dropped their target price on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research note on Friday, July 10th. Rothschild & Co Redburn set a $440.00 price objective on shares of Microsoft in a research note on Monday, September 21st. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $600.00 price objective on shares of Microsoft in a research report on Monday. Finally, Bank of America raised 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. Forty-two analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $581.80.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 strengthens Microsoft’s AI strategy. Microsoft unveiled its third-generation Maia 300 custom AI processor, which it says can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems. The company plans multi-gigawatt deployments beginning in 2027, potentially lowering inference costs, improving Azure margins and reducing reliance on Nvidia and AMD. Microsoft Reveals Next-Gen Maia 300 Custom AI Chip For Widespread Deployment
• Positive Sentiment: AI infrastructure demand remains exceptionally strong. Microsoft reportedly signed more than $130 billion in data-center leases during the quarter, signaling aggressive capacity expansion to meet demand for Azure and AI services. Management has also indicated that demand continues to exceed available capacity, while its commercial backlog has reached a record level. Microsoft Reports $130 Billion in Data Center Leases
• Positive Sentiment: Analyst sentiment is supportive ahead of earnings. Barclays raised its Microsoft price target to $600 from $512 and expects greater differentiation in software results. Microsoft is scheduled to report fiscal first-quarter 2027 results on October 28, with consensus estimates of approximately $4.72 in earnings per share and $90.4 billion in revenue. Microsoft price target raised to $600 from $512 at Barclays
• Positive Sentiment: New AI products broaden Microsoft’s growth opportunities. The Decision-1 model is described as faster and cheaper to operate than competing systems, while new Surface Pro and Surface Laptop devices add AI features, 5G connectivity and improved battery efficiency.
• Neutral Sentiment: Investors are weighing AI growth against spending. The Maia rollout could improve long-term economics, but Microsoft is committing substantial capital to data centers and chips. Analysts are monitoring whether shrinking free cash flow and high infrastructure costs offset Azure and Copilot growth.
• Negative Sentiment: Regulatory and execution risks remain. Microsoft is conducting another round of layoffs in Israel, its research chief Peter Lee is leaving for Mercedes’ Formula 1 team, and Norway fined subsidiary Xandr €8.6 million over Grindr data sharing. Nadella and President Brad Smith are also calling for stronger AI safeguards, highlighting potential compliance costs and liability risks.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.