Delos Wealth Advisors LLC Acquires New Holdings in Microsoft Corporation $MSFT

Key Points

• Delos Wealth Advisors acquired 15,337 Microsoft shares in the second quarter, valued at approximately $5.72 million, making Microsoft about 2.9% of its portfolio. Institutional investors collectively own 71.13% of the company.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $590.30. Microsoft’s AI strategy—including Azure, Copilot, security products and its Maia 300 chip—supports growth prospects, though heavy capital spending and infrastructure constraints remain risks.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding expectations, while revenue grew 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, although executives sold shares under disclosed transactions in recent months.

Delos Wealth Advisors LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 15,337 shares of the software giant's stock, valued at approximately $5,721,000. Microsoft accounts for approximately 2.9% of Delos Wealth Advisors LLC's investment portfolio, making the stock its 16th largest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Primecap Management Co. CA acquired a new stake in shares of Microsoft in the second quarter valued at $2,663,687,000. PDT Partners LLC acquired a new position in Microsoft during the 2nd quarter worth $522,000. Palisade Capital Management LP acquired a new position in Microsoft during the 2nd quarter worth $36,371,000. Cooper Haims Advisors LLC purchased a new stake in Microsoft during the 2nd quarter worth about $2,383,000. Finally, Canada Pension Plan Investment Board purchased a new stake in Microsoft during the 2nd quarter worth about $5,653,812,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft received a bullish signal ahead of its Oct. 28 earnings report after Bernstein raised its price target to $662 and maintained an “Outperform” rating. Investors are watching Azure growth, commercial remaining performance obligations, and whether Microsoft’s more than $115 billion in recent capital spending is translating into AI revenue. Microsoft Given New Price Target at Sanford C. Bernstein
• Positive Sentiment: The company unveiled its Maia 300 AI accelerator and plans multi-gigawatt deployments beginning next year. The chip could reduce Microsoft’s reliance on Nvidia and lower inference costs, supporting the long-term economics of its AI infrastructure strategy. Microsoft's New AI Chip Could Change the Economics of AI
• Positive Sentiment: Microsoft introduced security controls for enterprise AI agents and emphasized that frontier models can pose insider-threat-like risks. The initiative could strengthen demand for Microsoft’s security products as businesses adopt agentic AI. Microsoft Introduces Security Features for AI Agents
• Positive Sentiment: Analysts continue to view Microsoft as a broad way to monetize AI through Azure, Copilot, software subscriptions, and security. Expectations call for Azure growth of roughly 45%, though capacity constraints could limit near-term upside. Microsoft Earnings Preview
• Neutral Sentiment: Microsoft withdrew as anchor customer from Nscale’s planned U.K. AI data center, reportedly because of electricity-grid and power-supply delays. The decision highlights infrastructure constraints but may also reflect disciplined capital allocation; third-party operators could benefit if hyperscalers build less capacity themselves. Microsoft Pulls Out of U.K. Data Center Deal
• Negative Sentiment: Investors remain concerned that Microsoft’s aggressive AI capital expenditures could pressure free cash flow and margins if Azure monetization does not accelerate. One analyst also said Maia remains well behind Nvidia and Google’s custom chips, limiting its near-term competitive impact. Microsoft AI Bull Case and Valuation Risks

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Benchmark reaffirmed a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Sanford C. Bernstein boosted their price objective on Microsoft from $660.00 to $662.00 and gave the stock an "outperform" rating in a research report on Monday. Truist Financial reissued a "buy" rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. DA Davidson restated a "buy" rating and set a $550.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Finally, Phillip Securities cut shares of Microsoft from a "moderate buy" rating to a "hold" rating in a report on Monday, October 12th. Forty-three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $590.30.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $533.52 on Tuesday. The company's fifty day moving average price is $506.08 and its 200 day moving average price is $442.31. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. 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 capitalization of $3.96 trillion, a P/E ratio of 29.71, a P/E/G ratio of 1.70 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business's quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the company posted $3.65 earnings per share. As a group, sell-side analysts predict that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's dividend payout ratio is presently 20.27%.

Microsoft 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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