Aaron Wealth Advisors LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,430 shares of the software giant's stock after purchasing an additional 2,144 shares during the period. Microsoft accounts for 1.8% of Aaron Wealth Advisors LLC's holdings, making the stock its 11th biggest holding. Aaron Wealth Advisors LLC's holdings in Microsoft were worth $35,597,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft during the 4th quarter worth approximately $34,000. Frankly Finances LLC purchased a new position in Microsoft during the 2nd quarter valued at $35,000. Timmons Wealth Management LLC purchased a new position in Microsoft during the 4th quarter valued at $36,000. Finally, Fairway Wealth LLC grew its position in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.
Microsoft Price Performance
Microsoft stock opened at $499.70 on Monday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The stock has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 27.82, a PEG ratio of 1.61 and a beta of 1.11. The business has a fifty day moving average price of $444.52 and a 200-day moving average price of $415.90. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72.
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 the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the firm earned $3.65 EPS. Microsoft's revenue was up 17.7% compared to the same quarter last year. Equities research analysts forecast that Microsoft Corporation will post 19.59 EPS for the current fiscal year.
Microsoft Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio is currently 20.27%.
Insider Transactions at Microsoft
In related news, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction that occurred 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 sale, the chief executive officer owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,835 shares of company stock worth $52,468,575 over the last three months. 0.03% of the stock is currently owned by insiders.
More Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft’s decision to disclose Azure revenue separately beginning in fiscal 2027 is improving visibility into its cloud business. Azure generated $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, while the company’s remaining performance obligations reached $678 billion. The clearer reporting may help investors assess Microsoft’s position against Amazon Web Services and Google Cloud. Microsoft Finally Reveals Azure’s Core
- Positive Sentiment: Stifel raised its Microsoft price target to $530, citing improving Copilot adoption and artificial-intelligence momentum. OpenAI’s launch of GPT-6 Astra could also benefit Microsoft because Azure customers are reportedly already using the model, strengthening the strategic value of Microsoft’s OpenAI relationship. Stifel raises Microsoft price target
- Neutral Sentiment: Microsoft is reorganizing its reporting structure around “Devices and Consumer” and “Agents and Infra.” The change could make AI economics easier to evaluate, but it may also increase scrutiny of spending and margins once the new disclosures begin.
- Negative Sentiment: Investors remain concerned that Microsoft’s AI buildout is becoming increasingly expensive. Capital expenditures reached about $41 billion in the latest quarter, cloud gross margin reportedly fell to roughly 65% from 67%, and the company plans to continue adding data centers and AI capacity. The risk is that depreciation, power and chip costs could delay returns on the large backlog. Microsoft faces pressure despite cloud and AI growth
- Negative Sentiment: CEO Satya Nadella sold 86,525 shares worth approximately $43.4 million. The sale was executed under a pre-arranged Rule 10b5-1 plan, limiting its value as a business signal, but the transaction can still add short-term sentiment pressure after the stock’s run-up. Satya Nadella sells Microsoft stock
- Negative Sentiment: Microsoft is limiting Xbox Game Pass cloud gaming to 15 hours per month for some subscribers as infrastructure costs rise. The move may improve service economics, but it risks frustrating users and weakening Microsoft’s consumer-gaming proposition. Microsoft limits Xbox cloud gaming
Analyst Upgrades and Downgrades
Several analysts have recently weighed in on MSFT shares. Scotiabank reiterated an "outperform" rating and set a $510.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Cantor Fitzgerald upped their price target on shares of Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a report on Monday, July 27th. BMO Capital Markets raised their price target on shares of Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a research note on Thursday, July 30th. Tigress Financial lifted their price objective on shares of Microsoft from $680.00 to $690.00 and gave the company a "buy" rating in a report on Wednesday, August 5th. Finally, Sanford C. Bernstein set a $660.00 target price on shares of Microsoft in a research report on Monday, August 10th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average price target of $564.27.
Read Our Latest Stock Report on MSFT
About Microsoft
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Free Report)
Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.
Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).
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