Camelot Portfolios LLC Buys 2,570 Shares of Microsoft Corporation $MSFT

Key Points

• Camelot Portfolios LLC nearly doubled its Microsoft stake in the second quarter, acquiring 2,570 additional shares for a total of 5,287 shares valued at approximately $1.97 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 42 Buy ratings and five Holds, producing a “Moderate Buy” consensus and an average price target of $564.27. Microsoft also exceeded quarterly expectations, reporting $4.74 in EPS and $90.01 billion in revenue, up 17.7% year over year.
• Microsoft insiders sold roughly $50.7 million in shares over the past three months, including CEO Satya Nadella’s $43.4 million sale. Investors are also weighing strong Azure and AI growth prospects against rising capital expenditures, free-cash-flow pressure and elevated valuation concerns.

Camelot Portfolios LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 94.6% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,287 shares of the software giant's stock after acquiring an additional 2,570 shares during the period. Microsoft accounts for about 1.4% of Camelot Portfolios LLC's investment portfolio, making the stock its 16th largest position. Camelot Portfolios LLC's holdings in Microsoft were worth $1,972,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the period. Shepherd Kaplan Krochuk LLC raised its holdings in Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock worth $223,000 after acquiring an additional 20 shares during the period. Fischer Investment Strategies LLC lifted its position in Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after acquiring an additional 21 shares during the last quarter. Pollock Investment Advisors LLC lifted its position in Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after acquiring an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC boosted its holdings in Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock valued at $1,740,000 after acquiring an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have recently commented on MSFT. Tigress Financial lifted 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. Piper Sandler increased their target price on Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a research note on Tuesday, July 28th. Scotiabank reaffirmed an "outperform" rating and issued a $510.00 target price on shares of Microsoft in a report on Thursday, July 30th. UBS Group set a $525.00 price target on Microsoft in a research report on Thursday, July 30th. Finally, Sanford C. Bernstein set a $660.00 price target on Microsoft in a report on Monday, August 10th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $564.27.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the company'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 sale, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 101,335 shares of company stock worth $50,655,795 over the last three months. Company insiders own 0.03% of the company's stock.

Microsoft Stock Up 0.2%

Shares of MSFT opened at $492.44 on Friday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The company has a 50-day moving average price of $453.75 and a two-hundred day moving average price of $418.62. The stock has a market cap of $3.66 trillion, a price-to-earnings ratio of 27.42, a P/E/G ratio of 1.58 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its 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. The business had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.65 EPS. Equities analysts predict that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Trending Headlines about Microsoft

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 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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