Angeles Wealth Management LLC Acquires 5,991 Shares of Microsoft Corporation $MSFT

Key Points

• Angeles Wealth Management increased its Microsoft position by 6.2% in the second quarter, adding 5,991 shares to hold 103,056 shares valued at approximately $38.4 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with revenue of $92.28 billion and EPS of $4.89, exceeding analyst expectations; Azure revenue increased 48%. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $609.54.
• Insiders have been selling shares, including CEO Satya Nadella’s sale of 86,525 shares for approximately $43.4 million. Investors are also monitoring the company’s substantial AI spending, planned $25 billion debt offering and pressure on cloud margins.

Angeles Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 103,056 shares of the software giant's stock after acquiring an additional 5,991 shares during the quarter. Microsoft comprises 1.5% of Angeles Wealth Management LLC's portfolio, making the stock its 12th largest position. Angeles Wealth Management LLC's holdings in Microsoft were worth $38,442,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of MSFT. Bank of America Corp DE acquired a new stake in shares of Microsoft during the second quarter worth $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Microsoft by 0.9% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant's stock valued at $24,013,297,000 after purchasing an additional 543,172 shares during the last quarter. Legal & General Group Plc acquired a new position in Microsoft in the second quarter valued at about $18,306,443,000. Amundi lifted its stake in Microsoft by 30.8% in the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after buying an additional 9,814,598 shares during the period. Finally, Dimensional Fund Advisors LP boosted its holdings in Microsoft by 10.5% during the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock worth $10,852,884,000 after buying an additional 2,784,809 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the 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 in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 150,314 shares of company stock valued at $75,404,992 in the last ninety days. Corporate insiders own 0.03% of the company's stock.

Analyst Ratings Changes

Several research firms have recently issued reports on MSFT. Griffin Securities lowered Microsoft from a "buy" rating to a "neutral" rating in a research report on Thursday. Citizens Jmp increased their price target on shares of Microsoft from $550.00 to $625.00 and gave the company a "market outperform" rating in a research report on Thursday. BMO Capital Markets set a $610.00 price target on shares of Microsoft in a research report on Thursday. Bank of America lifted their price objective on shares of Microsoft from $500.00 to $600.00 and gave the stock a "buy" rating in a research note on Tuesday, September 1st. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $600.00 price objective on shares of Microsoft in a report on Monday, October 12th. One research analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $609.54.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft delivered a strong fiscal first quarter, with revenue of $92.28 billion and EPS of $4.89, both above expectations. Azure revenue surged 48%, while Microsoft Cloud revenue rose 30%, reinforcing the view that AI demand is translating into meaningful cloud growth. Microsoft Earnings Expose a Growing Divide in the Magnificent 7 AI Trade
• Positive Sentiment: Management issued second-quarter revenue guidance of $96.0 billion to $97.1 billion, above the $95.7 billion consensus estimate. Analysts responded with multiple price-target increases, including targets of $630 to $680, and Wolfe Research upgraded the stock to “strong buy.”
• Positive Sentiment: Microsoft’s strong cash generation and diversified enterprise business continue to distinguish it from rivals facing sharper cash-flow concerns. Analysts argue that Azure, Copilot, AI agents and Microsoft’s security products provide several ways to monetize AI. The expanded Estée Lauder partnership, which will extend Copilot to more than 14,000 employees, offers another example of enterprise adoption. Estée Lauder and Microsoft Strategic Partnership
• Neutral Sentiment: Microsoft’s voluntary exit offer for approximately 60,000 employees may improve productivity and redirect resources toward AI, but it also highlights a significant restructuring as the company shifts toward more automated, equipment-intensive operations. Microsoft’s 60,000-Person Buyout Offer
• Negative Sentiment: Investors remain concerned about Microsoft’s capital intensity. The company plans roughly $170 billion of AI-related capital spending, while also arranging a $25 billion bond sale—the first major U.S. debt offering since 2017—to fund its buildout. Rising borrowing costs increase scrutiny of future AI returns. Microsoft Plans to Raise $25 Billion in Debt
• Negative Sentiment: Quarterly capital spending was below analyst expectations because third-party AI-chip and data-center capacity was delayed, pushing some capacity into the first half of 2027. While management described this as a supply issue rather than weaker demand, the miss hurt AI infrastructure suppliers and revived concerns about the pace of expansion.
• Negative Sentiment: Microsoft’s cloud gross margin is reportedly narrowing as chip, power, data-center and labor costs rise. With the Nasdaq 100 down sharply during October amid fears of an AI spending bubble, investors are demanding proof that Microsoft’s large backlog will convert into profitable cash flow—not merely future revenue.

Microsoft Stock Down 1.6%

MSFT stock opened at $521.91 on Friday. The company has a market cap of $3.88 trillion, a price-to-earnings ratio of 27.24, a P/E/G ratio of 1.66 and a beta of 1.10. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $551.15. The business has a 50 day moving average price of $512.91 and a two-hundred day moving average price of $438.43. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.72 by $0.17. The company had revenue of $92.28 billion for the quarter, compared to analysts' expectations of $90.62 billion. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The business's revenue was up 18.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.13 EPS. Analysts anticipate that Microsoft Corporation will post 19.71 EPS for the current fiscal year.

Microsoft Increases Dividend

The company 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. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio is presently 20.46%.

Microsoft Company Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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