Family Manage LLC Raises Position in Microsoft Corporation $MSFT

Key Points

• Family Manage LLC increased its Microsoft stake by 9.9% in the first quarter, bringing its holdings to 55,128 shares valued at approximately $20.4 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported a strong quarter, with revenue up 17.7% year over year to $90.01 billion and EPS of $4.74, exceeding analyst expectations. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $560.27.
• Microsoft declared a quarterly dividend of $0.91 per share, representing a $3.64 annualized payout and a 0.7% yield. Company insiders sold 37,310 shares worth approximately $17.3 million over the last quarter.

Family Manage LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 55,128 shares of the software giant's stock after acquiring an additional 4,987 shares during the period. Microsoft accounts for approximately 2.4% of Family Manage LLC's portfolio, making the stock its 10th largest holding. Family Manage LLC's holdings in Microsoft were worth $20,407,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in MSFT. Norges Bank purchased a new position in Microsoft during the 4th quarter valued at about $50,664,631,000. Auto Owners Insurance Co lifted its holdings in shares of Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after buying an additional 60,009,531 shares in the last quarter. Nuveen LLC purchased a new stake in shares of Microsoft in the first quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Microsoft by 500.0% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after acquiring an additional 49,618,571 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its position in shares of Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock valued at $14,905,904,000 after acquiring an additional 29,906,791 shares during the period. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent analyst reports. Benchmark restated a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. BNP Paribas Exane dropped their price objective on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research note on Friday, May 1st. Mizuho reduced their target price on Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research report on Wednesday, July 15th. Arete Research upped their target price on Microsoft from $730.00 to $870.00 and gave the stock a "buy" rating in a research note on Tuesday, May 5th. Finally, Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $560.27.

Microsoft Stock Performance

Microsoft stock opened at $492.43 on Thursday. The firm's fifty day moving average price is $408.32 and its 200-day moving average price is $407.67. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock has a market cap of $3.66 trillion, a P/E ratio of 27.42, a price-to-earnings-growth ratio of 1.62 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results 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 during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.65 earnings per share. On average, equities research analysts expect that Microsoft Corporation will post 19.58 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft's payout ratio is 20.27%.

Insider Transactions at Microsoft

In related 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 transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Judson Althoff sold 15,500 shares of the business'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 completion of the sale, the chief executive officer owned 110,477 shares of the company's stock, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,310 shares of company stock valued at $17,256,219 over the last quarter. Company insiders own 0.03% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Strong quarterly results remain the primary bullish catalyst. Microsoft reported revenue growth of 17.7% and earnings of $4.74 per share, well above consensus, reinforcing confidence in Azure, cloud demand and AI monetization. Magnificent Seven Earnings Remain Robust: MSFT, AAPL
• Positive Sentiment: Analyst sentiment remains supportive. Wells Fargo raised its Microsoft price target to a Street-high $700 from $650 and maintained an overweight rating, citing the company’s growth prospects and ecosystem strength. Wells Fargo Raises Microsoft Price Target
• Positive Sentiment: Microsoft is expanding its AI and cloud ecosystem through partnerships, including S&P Global data in Microsoft 365 Copilot, broader enterprise adoption in Brazil and Sionic’s instant-payment service on Microsoft Marketplace. These initiatives could support platform usage and recurring revenue over time. S&P Global Expands Collaboration with Microsoft
• Neutral Sentiment: Reports that Microsoft may introduce another Maia AI processor as early as September highlight its strategy to use custom chips to improve Azure AI efficiency. The move could reduce costs and reliance on outside suppliers, but the financial benefits will depend on successful scaling. Microsoft Stock Drops While Maia Chip Ambitions Expand
• Negative Sentiment: Investors are concerned that Microsoft’s rapidly rising AI infrastructure spending could pressure margins, cash flow and returns before new capacity generates sufficient revenue. The stock’s sharp rally since the earnings report also increases profit-taking and valuation sensitivity. Microsoft's AI Data Center Push: Growth Engine or Capex Trap?
• Negative Sentiment: A newly disclosed Windows zero-day vulnerability that may enable system-wide access adds reputational, remediation and potential liability concerns. Separate reports of pending investor lawsuits contribute to a cautious tone, although neither issue has yet altered Microsoft’s fundamental earnings outlook. New Windows Zero-Day Bug Published

Microsoft Profile

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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