Athena Wealth Management LLC Has $3.33 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Athena Wealth Management increased its Microsoft position by 140.9% in the second quarter, holding 8,913 shares worth approximately $3.33 million. Microsoft now represents 2.5% of the firm’s portfolio, while institutional investors collectively own 71.13% of the stock.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst estimates; revenue grew 17.7% year over year. The stock was trading at $497.12, near its 52-week high, with a market capitalization of roughly $3.69 trillion.
• Analyst sentiment remains favorable, with a “Moderate Buy” consensus and an average price target of $564.27, though insiders sold approximately $71.4 million of shares over the past quarter. Investors are also watching Azure revenue-reporting changes, AI investment returns and upcoming Windows and Surface product announcements.

Athena Wealth Management LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 140.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,913 shares of the software giant's stock after acquiring an additional 5,213 shares during the quarter. Microsoft accounts for 2.5% of Athena Wealth Management LLC's portfolio, making the stock its 5th biggest holding. Athena Wealth Management LLC's holdings in Microsoft were worth $3,325,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of MSFT. Vanguard Group Inc. increased its position in shares of Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares during the last quarter. Auto Owners Insurance Co boosted its holdings in shares of Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after buying an additional 60,009,531 shares during the last quarter. Amundi grew its position in Microsoft by 30.8% during 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. Fisher Asset Management LLC grew its position in Microsoft by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock valued at $12,235,785,000 after buying an additional 458,014 shares during the period. Finally, Dimensional Fund Advisors LP increased 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 valued at $10,852,884,000 after buying an additional 2,784,809 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

MSFT opened at $497.12 on Wednesday. The company has a 50 day simple moving average of $460.39 and a two-hundred day simple moving average of $420.90. 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 firm has a market cap of $3.69 trillion, a P/E ratio of 27.68, a PEG ratio of 1.62 and a beta of 1.11. 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 announced its quarterly earnings data 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 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 firm earned $3.65 EPS. The company's revenue was up 17.7% on a year-over-year basis. Equities analysts forecast that Microsoft Corporation will post 19.61 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Microsoft news, EVP Amy Hood sold 41,674 shares of the firm's stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company's stock, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available 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 business's stock in a transaction dated Tuesday, August 4th. The shares were 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 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is currently owned by corporate insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Dividend increased 8%: Microsoft’s board raised the quarterly dividend by $0.07 to $0.98 per share, signaling confidence in cash generation and improving shareholder returns. Microsoft announces quarterly dividend increase
• Positive Sentiment: Analyst support remains strong: Citizens JMP reaffirmed a “Market Outperform” rating and a $550 price target, implying additional upside from the reported $497.12 reference price. Other recent commentary highlights Azure growth, Copilot adoption and Microsoft’s enterprise software strength.
• Positive Sentiment: Greater Azure transparency could help the stock: Microsoft plans to report Azure revenue, rather than only its growth rate, in quarterly results. The move could make the cloud business easier to value and allow investors to better assess whether AI infrastructure spending is translating into revenue. Microsoft Azure revenue reporting
• Positive Sentiment: Upcoming product catalyst: Microsoft scheduled a Windows and Surface event for October 7, where investors expect updates on next-generation hardware and on-device AI capabilities. Microsoft Windows and Surface event
• Neutral Sentiment: AI safety positioning: Microsoft’s draft “Humanist AI” code of conduct emphasizes human control, outside testing and limits on model behavior. The framework may improve trust and reduce regulatory risk, although a slower development approach could raise questions about competitiveness and commercialization.
• Negative Sentiment: Executive selling adds a modest overhang: EVP Amy Hood sold 41,674 shares worth approximately $20.8 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is not necessarily a signal about Microsoft’s outlook, but it adds to recent insider-selling activity.
• Negative Sentiment: AI execution and security concerns remain: Investors continue to weigh Microsoft’s heavy data-center investment against the time required to generate returns, while coverage of a recent large security patch highlights ongoing cybersecurity risks.

Analysts Set New Price Targets

Several research firms have weighed in on MSFT. Stifel Nicolaus increased their price target on shares of Microsoft from $450.00 to $530.00 and gave the stock a "hold" rating in a research report on Friday, September 4th. KeyCorp reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, September 3rd. Tigress Financial upped their price objective on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. TD Cowen reaffirmed a "buy" rating and issued a $540.00 target price on shares of Microsoft in a report on Thursday, July 30th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of Microsoft in a research report on Monday, July 20th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average price target of $564.27.

Microsoft Profile

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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.