Amplius Wealth Advisors LLC Boosts Holdings in Microsoft Corporation $MSFT

Amplius Wealth Advisors LLC raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,583 shares of the software giant's stock after purchasing an additional 1,202 shares during the period. Amplius Wealth Advisors LLC's holdings in Microsoft were worth $3,202,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in MSFT. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock valued at $85,604,000 after purchasing an additional 8,773 shares during the last quarter. Markel Group Inc. boosted its position in shares of Microsoft by 0.4% in the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after purchasing an additional 1,950 shares in the last quarter. Bessemer Group Inc. grew its stake in shares of Microsoft by 8.4% in the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after buying an additional 537,634 shares during the last quarter. Taylor Securities Services Inc. purchased a new stake in shares of Microsoft in the 4th quarter worth approximately $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. increased its position in Microsoft by 138.8% during the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after buying an additional 788,297 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 the firm's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 101,335 shares of company stock valued at $50,655,795. 0.03% of the stock is owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to expand data-center capacity to approximately 38 gigawatts by 2032—more than triple its current footprint. The scale of the investment underscores management’s confidence in long-term Azure and AI demand, although the spending commitment also increases financial risk. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Microsoft expanded its partnership with Talkdesk, allowing customers to buy contact-center AI software with existing Azure commitments through the Azure Marketplace. The arrangement could increase Azure consumption and make enterprise AI adoption easier. Talkdesk and Microsoft expand partnership
• Positive Sentiment: TrueFoundry’s AI Gateway is now available in the Microsoft Marketplace, adding another enterprise AI workload to Azure’s commercial ecosystem. Microsoft is also promoting enforceable privacy controls for schools using AI, which may support adoption in sensitive education markets. TrueFoundry AI Gateway availability
• Neutral Sentiment: Analysts and bullish commentary continue to point to Azure’s more-than-$100 billion annual revenue, rising Copilot adoption and Microsoft’s strong profitability as reasons the stock could outperform. However, the shares remain valued near 28 times earnings, leaving less room for disappointment. Microsoft bull case
• Negative Sentiment: Investors remain concerned that the AI infrastructure buildup will pressure free cash flow and returns on capital. A separate analysis downgraded Microsoft, arguing that the company’s capital-expenditure rotation does not support an optimistic outlook. Microsoft capital expenditure downgrade
• Negative Sentiment: Higher Treasury yields are weighing on expensive technology stocks, while Dynamics 365 Activate faces questions about slowing growth and softer bookings despite its effort to win Salesforce migrations. Microsoft also disclosed a record Patch Tuesday involving 974 vulnerabilities, including two exploited Windows zero-days, highlighting ongoing security and reputational risks. Microsoft Patch Tuesday vulnerabilities

Microsoft Price Performance

Shares of MSFT opened at $492.44 on Friday. The firm has a market cap of $3.66 trillion, a PE ratio of 27.42, a P/E/G ratio of 1.58 and a beta of 1.11. 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 firm has a fifty day simple moving average of $453.75 and a two-hundred day simple moving average of $418.62. 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 quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) 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 firm 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 posted $3.65 EPS. The company's revenue for the quarter was up 17.7% on a year-over-year basis. On average, equities analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current year.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent research reports. Truist Financial reiterated a "buy" rating and set a $575.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Deutsche Bank Aktiengesellschaft restated a "buy" rating on shares of Microsoft in a report on Monday, July 20th. BMO Capital Markets lifted their price target on Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a research report on Thursday, July 30th. Stifel Nicolaus upped their price target on shares of Microsoft from $450.00 to $530.00 and gave the stock a "hold" rating in a research note on Friday, September 4th. 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 and five have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $564.27.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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