Fairvoy Private Wealth LLC Has $7.07 Million Stake in Microsoft Corporation $MSFT

Key Points

• Fairvoy Private Wealth increased its Microsoft stake by 10.7% in the second quarter to 18,954 shares valued at approximately $7.07 million, making Microsoft 1.4% of its portfolio. Institutional investors collectively own 71.13% of the company.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74, beating estimates. Analysts maintain a “Moderate Buy” consensus with an average price target of $564.27.
• The company is aggressively expanding AI and Azure infrastructure, including plans to more than triple data-center capacity by 2032, but investors remain concerned about capital-spending pressure on free cash flow, elevated valuation, cybersecurity risks and recent insider selling.

Fairvoy Private Wealth LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.7% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,954 shares of the software giant's stock after purchasing an additional 1,835 shares during the period. Microsoft makes up 1.4% of Fairvoy Private Wealth LLC's investment portfolio, making the stock its 12th largest holding. Fairvoy Private Wealth LLC's holdings in Microsoft were worth $7,070,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock worth $85,604,000 after purchasing an additional 8,773 shares during the last quarter. Markel Group Inc. increased its stake in Microsoft by 0.4% in the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock valued at $199,014,000 after buying an additional 1,950 shares during the last quarter. Bessemer Group Inc. lifted its position in shares of Microsoft by 8.4% during the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after buying an additional 537,634 shares in the last quarter. Taylor Securities Services Inc. bought a new position in shares of Microsoft during the 4th quarter worth approximately $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its stake in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock worth $502,077,000 after buying an additional 788,297 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft News Summary

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 Stock Up 0.2%

Shares of NASDAQ MSFT opened at $492.44 on Friday. Microsoft Corporation has a one year low of $349.20 and a one year 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 business's fifty day moving average price is $453.75 and its 200-day moving average price is $418.62. The stock has a market capitalization of $3.66 trillion, a PE ratio of 27.42, a P/E/G ratio of 1.58 and a beta of 1.11.

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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the company earned $3.65 EPS. The firm's quarterly revenue was up 17.7% compared to the same quarter last year. On average, equities research analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction that occurred 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 of the company's stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 101,335 shares of company stock worth $50,655,795 over the last quarter. 0.03% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on MSFT. Sanford C. Bernstein set a $660.00 price target on Microsoft in a research report on Monday, August 10th. Citizens Jmp reissued a "market outperform" rating and issued a $550.00 price objective on shares of Microsoft in a research report on Tuesday, July 28th. CLSA restated an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Stifel Nicolaus raised their target price on Microsoft from $450.00 to $530.00 and gave the company a "hold" rating in a research report on Friday, September 4th. Finally, Wolfe Research reiterated an "outperform" rating and set a $550.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus 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.