555,410 Shares of Microsoft Corporation $MSFT Bought by EFG International AG

Key Points

• EFG International AG bought 555,410 Microsoft shares worth approximately $207.3 million in the second quarter, making Microsoft its third-largest holding at 3.8% of the portfolio. Institutional investors collectively own 71.13% of Microsoft.
• Analyst sentiment remains broadly positive, with 43 Buy ratings, four Holds and two Sells; the consensus rating is “Moderate Buy” with a $590.30 target price. Microsoft also exceeded quarterly earnings and revenue estimates, reporting $4.74 EPS and $90.01 billion in revenue.
• Microsoft raised its quarterly dividend to $0.98 per share, while insiders sold roughly $75.4 million of stock over the past 90 days. Investors remain focused on whether substantial AI infrastructure spending will translate into stronger Azure growth and monetization.

EFG International AG purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 555,410 shares of the software giant's stock, valued at approximately $207,258,000. Microsoft comprises about 3.8% of EFG International AG's holdings, making the stock its 3rd largest holding.

Other large investors also recently made changes to their positions in the company. Strategic Wealth Advisors LLC boosted its position in Microsoft by 1.7% during the second quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant's stock worth $549,000 after purchasing an additional 24 shares during the period. Friedenthal Financial raised its position in shares of Microsoft by 6.2% in the first quarter. Friedenthal Financial now owns 431 shares of the software giant's stock valued at $160,000 after purchasing an additional 25 shares during the period. Sequent Planning LLC raised its position in shares of Microsoft by 0.7% in the first quarter. Sequent Planning LLC now owns 3,733 shares of the software giant's stock valued at $1,382,000 after purchasing an additional 25 shares during the period. Lee Johnson Capital Management LLC raised its position in shares of Microsoft by 3.8% in the second quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant's stock valued at $256,000 after purchasing an additional 25 shares during the period. Finally, Riverpoint Wealth Management Holdings LLC lifted its stake in shares of Microsoft by 0.5% in the first quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant's stock worth $2,052,000 after buying an additional 26 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction on Tuesday, September 1st. The stock was 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 approximately $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 7,305 shares of the company's stock in a transaction on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total value of $3,984,293.10. Following the completion of the transaction, the executive vice president owned 555,396 shares of the company's stock, valued at $302,924,086.32. The trade was a 1.30% 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. In the last ninety days, insiders have sold 150,314 shares of company stock valued at $75,404,992. Company insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. BMO Capital Markets assumed coverage on shares of Microsoft in a report on Monday, October 5th. They set an "outperform" rating for the company. Wolfe Research lowered shares of Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday, September 23rd. Royal Bank Of Canada reiterated an "outperform" rating on shares of Microsoft in a report on Thursday, September 10th. DA Davidson reissued a "buy" rating and set a $550.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Finally, Raymond James Financial cut shares of Microsoft from a "moderate buy" rating to a "strong sell" rating in a report on Wednesday, September 23rd. Forty-three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $590.30.

Microsoft Stock Up 0.8%

NASDAQ MSFT opened at $533.52 on Tuesday. 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 firm has a 50-day simple moving average of $506.08 and a 200 day simple moving average of $442.31. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The stock has a market cap of $3.96 trillion, a PE ratio of 29.71, a PEG ratio of 1.70 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the business earned $3.65 earnings per share. The firm's revenue for the quarter was up 17.7% compared to the same quarter last year. On average, research analysts forecast that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This is a boost from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft received a bullish signal ahead of its Oct. 28 earnings report after Bernstein raised its price target to $662 and maintained an “Outperform” rating. Investors are watching Azure growth, commercial remaining performance obligations, and whether Microsoft’s more than $115 billion in recent capital spending is translating into AI revenue. Microsoft Given New Price Target at Sanford C. Bernstein
• Positive Sentiment: The company unveiled its Maia 300 AI accelerator and plans multi-gigawatt deployments beginning next year. The chip could reduce Microsoft’s reliance on Nvidia and lower inference costs, supporting the long-term economics of its AI infrastructure strategy. Microsoft's New AI Chip Could Change the Economics of AI
• Positive Sentiment: Microsoft introduced security controls for enterprise AI agents and emphasized that frontier models can pose insider-threat-like risks. The initiative could strengthen demand for Microsoft’s security products as businesses adopt agentic AI. Microsoft Introduces Security Features for AI Agents
• Positive Sentiment: Analysts continue to view Microsoft as a broad way to monetize AI through Azure, Copilot, software subscriptions, and security. Expectations call for Azure growth of roughly 45%, though capacity constraints could limit near-term upside. Microsoft Earnings Preview
• Neutral Sentiment: Microsoft withdrew as anchor customer from Nscale’s planned U.K. AI data center, reportedly because of electricity-grid and power-supply delays. The decision highlights infrastructure constraints but may also reflect disciplined capital allocation; third-party operators could benefit if hyperscalers build less capacity themselves. Microsoft Pulls Out of U.K. Data Center Deal
• Negative Sentiment: Investors remain concerned that Microsoft’s aggressive AI capital expenditures could pressure free cash flow and margins if Azure monetization does not accelerate. One analyst also said Maia remains well behind Nvidia and Google’s custom chips, limiting its near-term competitive impact. Microsoft AI Bull Case and Valuation Risks

About Microsoft

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.

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