B.O.S.S. Retirement Advisors LLC Grows Stake in Microsoft Corporation $MSFT

Key Points

• B.O.S.S. Retirement Advisors increased its Microsoft stake by 19.5% in the second quarter, adding 2,269 shares to own 13,930 shares valued at approximately $5.2 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft’s latest quarterly results exceeded expectations, with adjusted earnings of $4.74 per share and revenue of $90.01 billion, up 17.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $564.27.
• Insiders have recently sold shares, including executives Amy Hood and Takeshi Numoto, who collectively sold more than $23 million worth of stock in the reported transactions; the sales were conducted under a pre-arranged Rule 10b5-1 plan in Hood’s case.

B.O.S.S. Retirement Advisors LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,930 shares of the software giant's stock after purchasing an additional 2,269 shares during the quarter. Microsoft accounts for approximately 1.4% of B.O.S.S. Retirement Advisors LLC's holdings, making the stock its 15th biggest position. B.O.S.S. Retirement Advisors LLC's holdings in Microsoft were worth $5,196,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Fairway Wealth LLC lifted its holdings in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after purchasing an additional 66 shares in the last quarter. Frankly Finances LLC bought a new position in Microsoft during the 2nd quarter valued at about $35,000. MidAtlantic Capital Management Inc. purchased a new stake in shares of Microsoft during the 4th quarter valued at about $59,000. Lifetime Wealth Management P.C. purchased a new stake in shares of Microsoft during the 4th quarter valued at about $101,000. Finally, Nvest Wealth Strategies Inc. bought a new stake in shares of Microsoft in the fourth quarter worth approximately $124,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Down 1.6%

Shares of MSFT opened at $497.12 on Wednesday. The business's 50 day moving average is $460.39 and its 200 day moving average is $420.90. The company has a market capitalization of $3.69 trillion, a PE ratio of 27.68, a price-to-earnings-growth ratio of 1.62 and a beta of 1.11. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly 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. The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the prior year, the company posted $3.65 EPS. Research analysts expect that Microsoft Corporation will post 19.61 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on MSFT shares. Weiss Ratings upgraded shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Scotiabank restated an "outperform" rating and set a $510.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Oppenheimer restated an "outperform" rating and set a $515.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Finally, Citigroup reiterated a "market outperform" rating on shares of Microsoft in a research note on Monday, August 31st. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $564.27.

Insider Activity at Microsoft

In other news, 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 transaction 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. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the completion of the sale, the executive vice president directly owned 533,624 shares in the company, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 143,009 shares of company stock worth $71,420,699 in the last three months. Insiders own 0.03% of the company's stock.

Trending Headlines about Microsoft

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.

Microsoft Company 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.

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