Capital Asset Advisory Services LLC Acquires 10,306 Shares of Microsoft Corporation $MSFT

Key Points

• Capital Asset Advisory Services LLC increased its Microsoft stake by 17.0% in the first quarter, buying 10,306 additional shares and bringing its total holdings to 70,940 shares worth about $26.26 million.
• Microsoft’s latest quarterly results beat expectations, with EPS of $4.27 versus $4.06 expected and revenue of $82.89 billion, up 18.3% year over year.
• The company also announced a quarterly dividend of $0.91 per share, while Wall Street remains broadly constructive, with a consensus rating of Moderate Buy and an average price target of $559.84.

Capital Asset Advisory Services LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 70,940 shares of the software giant's stock after purchasing an additional 10,306 shares during the quarter. Microsoft makes up approximately 0.9% of Capital Asset Advisory Services LLC's investment portfolio, making the stock its 27th biggest position. Capital Asset Advisory Services LLC's holdings in Microsoft were worth $26,260,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of MSFT. Vanguard Group Inc. raised its stake in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after acquiring an additional 15,955,898 shares during the period. State Street Corp increased its stake in shares of Microsoft by 2.1% in the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock worth $148,060,557,000 after purchasing an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock valued at $88,056,019,000 after purchasing an additional 1,911,142 shares during the period. Morgan Stanley lifted its stake in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after buying an additional 980,439 shares in the last quarter. Finally, Norges Bank bought a new position in Microsoft in the 4th quarter worth $50,664,631,000. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $390.99 on Tuesday. The firm has a market capitalization of $2.90 trillion, a PE ratio of 23.27, a PEG ratio of 1.21 and a beta of 1.13. The stock's fifty day moving average is $401.99 and its 200 day moving average is $413.41. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. The business had revenue of $82.89 billion for the quarter, compared to analysts' expectations of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business's revenue was up 18.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.46 earnings per share. On average, sell-side analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is 21.67%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on MSFT shares. Deutsche Bank Aktiengesellschaft lowered their price objective on Microsoft from $575.00 to $550.00 and set a "buy" rating on the stock in a research report on Thursday, April 30th. New Street Research dropped their price target on Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Raymond James Financial cut shares of Microsoft from a "market perform" rating to a "market perform" rating in a research report on Tuesday, May 5th. Arete Research upped their target price on shares of Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research report on Tuesday, May 5th. Finally, Wolfe Research cut their target price on shares of Microsoft from $570.00 to $525.00 and set an "outperform" rating for the company in a research note on Monday, July 6th. Forty-one equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $559.84.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Several recent articles highlighted Microsoft’s AI strategy as a growth driver, including comments from CEO Satya Nadella about “the next massive AI trade” and enterprise customers integrating more partner AI tools into Microsoft’s ecosystem. Article Title
• Positive Sentiment: Analyst commentary remained constructive ahead of Microsoft’s late-July earnings report, with bullish notes pointing to strong Azure growth, large commercial backlog, and expectations that AI spending can support longer-term revenue growth. Article Title
• Positive Sentiment: Multiple market write-ups argued Microsoft may be undervalued after this year’s pullback, with some firms seeing meaningful upside if the company converts AI and Azure demand into earnings growth. Article Title
• Neutral Sentiment: Microsoft continues to draw long-term investor support from institutional buying, government contract wins, and favorable analyst ratings, which helps reinforce confidence but is not a fresh catalyst by itself. Article Title
• Negative Sentiment: Shares are also being weighed by class-action lawsuit headlines tied to alleged Copilot-related misrepresentations and securities fraud claims, which add legal overhang and headline risk for investors. Article Title
• Negative Sentiment: Investor concern also remains centered on Microsoft’s heavy AI capital spending and environmental impact, with some commentary questioning whether rising capex and emissions can eventually pressure margins or sentiment. Article Title

Insider Activity

In other news, EVP Amy Coleman sold 1,262 shares of the stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the sale, the executive vice president directly owned 46,003 shares in the company, valued at approximately $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the firm's stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% 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 23,762 shares of company stock valued at $10,508,361. 0.03% of the stock is currently owned by insiders.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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