5,604 Shares of Microsoft Corporation $MSFT Acquired by Alaska Wealth Advisors LLC

Key Points

• Alaska Wealth Advisors acquired 5,604 Microsoft shares worth approximately $2.09 million in the second quarter, while other institutional investors also initiated positions. Institutions collectively own 71.13% of Microsoft.
• Microsoft exceeded quarterly expectations, reporting $4.74 in adjusted EPS and $90.01 billion in revenue, with revenue up 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, equivalent to a 0.7% yield.
• Insiders sold $71.4 million of Microsoft stock over the latest quarter, including sales by CEO Judson Althoff and EVP Amy Hood. Despite the insider selling, analysts maintain a “Moderate Buy” consensus with an average price target of $581.80.

Alaska Wealth Advisors LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,604 shares of the software giant's stock, valued at approximately $2,090,000. Microsoft accounts for about 0.2% of Alaska Wealth Advisors LLC's investment portfolio, making the stock its 21st biggest position.

Other hedge funds have also made changes to their positions in the company. Encore Global Management LP bought a new stake in Microsoft during the second quarter worth approximately $5,316,000. OneAscent Investment Solutions LLC purchased a new position in Microsoft in the 2nd quarter worth about $1,900,000. Beckerman Institutional LLC purchased a new position in Microsoft in the 2nd quarter worth about $1,256,000. Patron Partners LLC acquired a new stake in Microsoft during the 2nd quarter worth about $4,853,000. Finally, OneAscent Wealth Management LLC acquired a new stake in Microsoft during the 2nd quarter worth about $1,270,000. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Amy Hood sold 41,674 shares of the company's stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the sale, the executive vice president owned 533,624 shares of the company's stock, valued at $265,888,830.48. This represents a 7.24% 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 have sold a total of 143,009 shares of company stock worth $71,420,699 over the last quarter. Company insiders own 0.03% of the company's stock.

Microsoft Price Performance

MSFT opened at $543.45 on Wednesday. The stock has a market cap of $4.04 trillion, a price-to-earnings ratio of 30.26, a PEG ratio of 1.74 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. 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 stock has a fifty day moving average price of $503.23 and a 200 day moving average price of $437.50.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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 for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm's revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.65 earnings per share. Analysts forecast that Microsoft Corporation will post 19.65 EPS for the current fiscal 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 given a $0.98 dividend. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's payout ratio is presently 20.27%.

Key Microsoft News

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.

Analyst Ratings Changes

A number of analysts have commented on MSFT shares. Jefferies Financial Group began coverage on shares of Microsoft in a research note on Monday, October 5th. They set a "buy" rating for the company. Tigress Financial upped their price target on Microsoft from $680.00 to $690.00 and gave the company a "buy" rating in a research report on Wednesday, August 5th. William Blair initiated coverage on Microsoft in a research note on Monday, October 5th. They issued an "outperform" rating for the company. Mizuho decreased their price objective on Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research report on Wednesday, July 15th. Finally, Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Forty-two research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $581.80.

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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