5,476,562 Shares in Microsoft Corporation $MSFT Bought by Corient Private Wealth LP

Key Points

• Corient Private Wealth LP acquired 5.48 million Microsoft shares worth approximately $2.04 billion, making Microsoft about 1.5% of its portfolio and its 13th-largest holding. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly earnings of $4.74 per share and revenue of $90.01 billion, exceeding analyst expectations, while revenue grew 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share.
• Wall Street remains broadly positive, with 43 analysts rating Microsoft a Buy and a consensus price target of $592.15, although some insiders have recently sold shares and investors continue to monitor AI spending, regulation and infrastructure constraints.

Corient Private Wealth LP bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 5,476,562 shares of the software giant's stock, valued at approximately $2,042,837,000. Microsoft comprises about 1.5% of Corient Private Wealth LP's investment portfolio, making the stock its 13th largest position. Corient Private Wealth LP owned about 0.07% of Microsoft at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Punch & Associates Investment Management Inc. purchased a new position in Microsoft in the 2nd quarter valued at approximately $16,082,000. Palestra Capital Management LLC acquired a new position in shares of Microsoft in the second quarter worth $28,969,000. Palogic Value Management L.P. acquired a new position in shares of Microsoft in the second quarter worth $7,867,000. Ausdal Financial Partners Inc. purchased a new stake in shares of Microsoft during the second quarter worth $20,998,000. Finally, Axim Planning & Wealth purchased a new stake in shares of Microsoft during the second quarter worth $902,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Trading Down 0.3%

Shares of NASDAQ:MSFT opened at $531.87 on Wednesday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company's 50 day moving average is $506.64 and its two-hundred day moving average is $443.46. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market cap of $3.95 trillion, a PE ratio of 29.61, a P/E/G ratio of 1.71 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion for 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 revenue was up 17.7% on a year-over-year basis. During the same period last year, the business earned $3.65 EPS. Equities analysts predict that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several analyst reports. Stifel Nicolaus upgraded Microsoft from a "hold" rating to a "buy" rating and increased their price objective for the company from $530.00 to $575.00 in a research note on Tuesday, September 22nd. Jefferies Financial Group boosted their target price on Microsoft from $575.00 to $650.00 and gave the stock a "buy" rating in a research note on Wednesday, October 14th. Tigress Financial boosted their target price on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Piper Sandler restated an "overweight" rating on shares of Microsoft in a report on Tuesday. Finally, Morgan Stanley lowered Microsoft from an "overweight" rating to a "negative" rating in a research report on Monday, October 5th. Forty-three 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's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $592.15.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism and earnings expectations: BMO Capital raised its Microsoft price target to $600 while maintaining an Outperform rating, citing potential upside for Azure. Bernstein also reiterated Outperform and lifted its target to $662. Analysts expect Microsoft’s Oct. 28 results to benefit from Azure demand and expanding enterprise AI adoption. Boeing and Microsoft AI platform article
• Positive Sentiment: AI and cloud growth remain the core bull case: Commentary points to robust Azure infrastructure demand, commercial customer commitments and Microsoft’s ability to monetize AI across enterprise markets. Its new Maia AI chips could eventually reduce reliance on outside processors and lower inference costs, although execution remains important. Microsoft Q1 outlook
• Positive Sentiment: Xbox and industry partnerships: Microsoft plans next-generation Xbox consoles and handheld devices for the 2027–2028 holiday seasons. Separately, its partnership with AMD is intended to improve Xbox performance, while Boeing’s new Dataliner aircraft-data platform uses Microsoft Azure AI Foundry and could support enterprise cloud adoption. Next-generation Xbox article
• Neutral Sentiment: Tokenized-stock objection: Microsoft joined Alphabet and Goldman Sachs in objecting to having its shares listed on a proposed OKX-ICE tokenized-stock platform. The move may limit potential trading exposure but does not directly affect operating results. Tokenized stocks article
• Negative Sentiment: U.K. AI data-center withdrawal: Microsoft withdrew as anchor tenant from Nscale’s planned Loughton, Essex, facility because grid-connection delays threatened the power supply. The decision highlights electricity and permitting constraints that could slow Azure capacity expansion and increase infrastructure costs. Microsoft U.K. data-center withdrawal
• Negative Sentiment: Regulatory and execution pressure: Britain’s competition watchdog is considering strategic-market-status rules for Microsoft’s business software, potentially increasing compliance requirements. Investors are also watching whether very large AI capital expenditures generate sufficient revenue and cash flow to justify the spending. U.K. regulation article
• Negative Sentiment: Broader AI-stock weakness: A selloff across AI-related equities and concerns about financing, power availability and uncertain returns are weighing on large technology stocks, including Microsoft. The company’s elevated valuation leaves less room for disappointment if Azure growth or earnings guidance falls short.

Microsoft Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

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.