Aegis Wealth Management LLC Makes New $1.28 Million Investment in Microsoft Corporation $MSFT

Key Points

• Aegis Wealth Management acquired 3,422 Microsoft shares worth approximately $1.28 million, making Microsoft its 19th-largest holding and about 0.6% of its portfolio. Institutional investors and hedge funds collectively own 71.13% of the stock.
• Microsoft reported quarterly earnings of $4.74 per share and revenue of $90.01 billion, beating analyst estimates, while revenue increased 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, or $3.92 annualized.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and a $578.73 price target, although UBS downgraded the stock to “market perform.” Microsoft insiders sold approximately $71.4 million of shares over the past three months.

Aegis Wealth Management LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,422 shares of the software giant's stock, valued at approximately $1,276,000. Microsoft comprises approximately 0.6% of Aegis Wealth Management LLC's investment portfolio, making the stock its 19th largest holding.

A number of other large investors also recently bought and sold shares of the stock. UNIVEST FINANCIAL Corp raised its position in Microsoft by 4.1% in the second quarter. UNIVEST FINANCIAL Corp now owns 183,288 shares of the software giant's stock valued at $68,370,000 after purchasing an additional 7,239 shares during the period. K.J. Harrison & Partners Inc lifted its stake in Microsoft by 25.2% during the 2nd quarter. K.J. Harrison & Partners Inc now owns 42,540 shares of the software giant's stock worth $15,868,000 after acquiring an additional 8,569 shares in the last quarter. Lee Johnson Capital Management LLC boosted its holdings in Microsoft by 3.8% during the 2nd quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant's stock valued at $256,000 after acquiring an additional 25 shares during the period. Auxano Advisors LLC grew its position in Microsoft by 13.1% in the 2nd quarter. Auxano Advisors LLC now owns 131,823 shares of the software giant's stock valued at $49,173,000 after acquiring an additional 15,275 shares in the last quarter. Finally, Argyle Capital Partners LLC grew its position in Microsoft by 6.4% in the 2nd quarter. Argyle Capital Partners LLC now owns 11,456 shares of the software giant's stock valued at $4,273,000 after acquiring an additional 690 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Down 1.3%

Microsoft stock opened at $522.61 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a market cap of $3.88 trillion, a PE ratio of 29.10, a price-to-earnings-growth ratio of 1.70 and a beta of 1.10. The stock's 50 day moving average price is $499.74 and its 200 day moving average price is $434.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating 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 business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the business earned $3.65 earnings per share. The company's quarterly revenue was up 17.7% on a year-over-year basis. On average, sell-side analysts predict that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The business 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 dividend of $0.98 per share. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is 20.27%.

Insider Activity

In other Microsoft 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 transaction 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 SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the firm's 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 transaction, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is currently owned by company insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft expanded its AI relationship with Nvidia and introduced the $2,599 Surface Laptop Ultra, powered by Nvidia’s RTX technology. The device is designed to run AI models and agents locally, potentially strengthening Windows’ role in the emerging “agentic” PC market. Is Microsoft Stock a Buy After Expanding Its Nvidia Partnership?
• Positive Sentiment: Analysts continue to cite Azure momentum, Copilot demand and Microsoft’s large backlog as evidence that its more than $175 billion AI infrastructure investment could generate sustainable returns. Morgan Stanley reaffirmed a Buy rating with a $600 price target, while other analysts have issued targets as high as $635. Microsoft’s Integrated AI Stack and Enterprise Copilot Flywheel Justify Buy Rating
• Neutral Sentiment: Microsoft announced that fiscal 2027 first-quarter results will be released after the market closes on October 28. Investors are likely to focus on Azure growth, Copilot adoption, AI capital expenditures, free cash flow and forward guidance. Microsoft Announces Quarterly Earnings Release Date
• Negative Sentiment: The Labor Department suspended Microsoft from the Permanent Labor Certification program used to help foreign workers obtain U.S. permanent residency, alleging misuse of worker programs. The restriction could raise hiring costs and, over time, make it harder to retain specialized AI talent, although the near-term earnings impact is expected to be limited. U.S. Suspends Microsoft, Adobe From Green-Card Labor Program
• Negative Sentiment: Investors are increasingly concerned that Microsoft’s valuation is less attractive after its strong run, while heavy AI data-center spending may pressure free cash flow. Reports also questioned the reliability of OpenAI’s annual recurring revenue figures, adding uncertainty around a key AI partner. Oracle, Microsoft Shares Decline as OpenAI’s ARR Is Questioned
• Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned gaming companies over their use of virtual currencies, creating an additional regulatory overhang for the Xbox business. Italy Launches EU-Backed Probe Into Microsoft-Owned Gaming Companies

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent research reports. UBS Group lowered shares of Microsoft from a "buy" rating to a "market perform" rating in a research note on Monday. Royal Bank Of Canada reiterated an "outperform" rating on shares of Microsoft in a research note on Thursday, September 10th. Needham & Company LLC started coverage on shares of Microsoft in a report on Wednesday, September 23rd. They set a "buy" rating for the company. Bank of America increased their price objective on shares of Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research report on Tuesday, September 1st. Finally, 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 report on Tuesday, September 22nd. Forty-one analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $578.73.

About Microsoft

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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