6,062 Shares of Microsoft Corporation $MSFT Purchased by George Kaiser Family Foundation

Key Points

• George Kaiser Family Foundation purchased 6,062 Microsoft shares worth approximately $2.26 million in the second quarter, while institutional investors collectively own 71.13% of the company.
• Analysts remain broadly bullish: 42 rate Microsoft a Buy, with a consensus “Moderate Buy” rating and an average price target of $589.71.
• Microsoft reported quarterly earnings and revenue above expectations, with revenue up 17.7% year over year, and raised its quarterly dividend to $0.98 per share from $0.91.

George Kaiser Family Foundation purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 6,062 shares of the software giant's stock, valued at approximately $2,261,000. Microsoft makes up about 0.2% of George Kaiser Family Foundation's portfolio, making the stock its 19th largest position.

Other hedge funds also recently modified their holdings of the company. Frankly Finances LLC bought a new stake in Microsoft in the 2nd quarter valued at $35,000. Bard Associates Inc. bought a new stake in shares of Microsoft in the 2nd quarter valued at about $37,000. Fiduciary Advisors Inc. increased its stake in shares of Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after acquiring an additional 34 shares during the last quarter. Persistent Asset Partners Ltd acquired a new stake in shares of Microsoft in the 2nd quarter valued at approximately $60,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of Microsoft in the 4th quarter valued at approximately $101,000. Institutional investors own 71.13% of the company's stock.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. JPMorgan Chase & Co. reissued a "buy" rating on shares of Microsoft in a research note on Monday, September 28th. The Goldman Sachs Group reaffirmed a "buy" rating and issued a $640.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Evercore raised shares of Microsoft from an "underperform" rating to an "outperform" rating in a research note on Monday, October 5th. Melius Research set a $665.00 target price on shares of Microsoft and gave the stock a "buy" rating in a report on Monday, October 5th. Finally, Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Forty-two investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus target price of $589.71.

Microsoft Price Performance

NASDAQ MSFT opened at $539.44 on Friday. 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 has a market cap of $4.01 trillion, a price-to-earnings ratio of 30.04, a PEG ratio of 1.71 and a beta of 1.10. The business has a 50 day simple moving average of $504.95 and a 200 day simple moving average of $439.96. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results 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 firm 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 business's revenue was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.65 earnings per share. Analysts anticipate that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction 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 trade represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 150,314 shares of company stock valued at $75,404,992 over the last quarter. 0.03% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: UBS raised its price target to $675 from $525 and reiterated a Buy rating, citing accelerating Azure and Microsoft 365 growth driven by artificial intelligence. The firm believes Microsoft’s valuation remains reasonable despite its recent rally. UBS raises Microsoft price target
• Positive Sentiment: Multiple Wall Street firms have lifted their targets, with analysts highlighting Azure momentum, approximately 30 million Copilot seats, Microsoft’s commercial backlog and the potential for a larger-than-usual earnings beat. The October 28 results will provide an important test of whether AI spending is translating into revenue and profit.
• Positive Sentiment: Microsoft’s Maia 300 custom AI accelerator is expected to scale across Azure data centers and reportedly deliver more tokens per megawatt than conventional GPU systems. The chip could reduce inference costs and Microsoft’s dependence on Nvidia and AMD hardware. Microsoft Maia 300 AI chip
• Positive Sentiment: AI care-management company Tucuvi joined Microsoft’s Pegasus startup program, potentially expanding Microsoft’s enterprise AI pipeline and go-to-market reach in healthcare. Microsoft also increased its quarterly dividend to $0.98 from $0.91, signaling continued confidence in cash generation. Tucuvi joins Microsoft Pegasus Program
• Neutral Sentiment: Reports that Azure management is seeking roughly 20% cost reductions could improve efficiency and margins, but also underscore the pressure created by Microsoft’s substantial AI data-center investments.
• Neutral Sentiment: Microsoft’s $10 million contribution to a White House ballroom project is unlikely to affect near-term financial results, though it could attract political or reputational scrutiny. Microsoft White House ballroom contribution
• Negative Sentiment: Higher inflation and bond yields have pressured AI valuations and raised concerns about the financing cost and returns of large infrastructure projects. Microsoft’s strong balance sheet makes it less vulnerable than smaller AI companies, but valuation sensitivity remains a risk.
• Negative Sentiment: Phillip Securities downgraded Microsoft to Hold, while reports of security vulnerabilities, executive share sales and intense competition from rapidly growing AI companies add caution. Amy Hood’s sale was made under a pre-arranged Rule 10b5-1 plan, limiting its significance.

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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