Fiduciary Financial Group LLC Buys 1,743 Shares of Microsoft Corporation $MSFT

Key Points

• Fiduciary Financial Group increased its Microsoft stake by 14.7% in the second quarter, purchasing 1,743 shares and ending the period with 13,587 shares valued at approximately $5.07 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts maintain a broadly positive outlook, with 42 Buy ratings and five Hold ratings producing a “Moderate Buy” consensus and an average price target of $560.27.
• Microsoft reported stronger-than-expected quarterly results, including $4.74 in EPS and $90.01 billion in revenue, while revenue grew 17.7% year over year. The company is also expanding its AI infrastructure and partnerships, though insiders sold $17.3 million of stock over the past 90 days.

Fiduciary Financial Group LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,587 shares of the software giant's stock after buying an additional 1,743 shares during the period. Fiduciary Financial Group LLC's holdings in Microsoft were worth $5,068,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC lifted its stake in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors bought a new position in shares of Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC purchased a new position in shares of Microsoft during the 4th quarter valued at about $36,000. Fairway Wealth LLC raised its holdings in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares in the last quarter. Finally, University of Illinois Foundation bought a new stake in Microsoft in the 2nd quarter worth approximately $50,000. Institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

Several analysts have issued reports on MSFT shares. BNP Paribas Exane cut their target price on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research note on Friday, May 1st. Weiss Ratings reissued a "hold (c)" rating on shares of Microsoft in a research note on Monday, July 6th. Dbs Bank lowered their price objective on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Sanford C. Bernstein set a $660.00 price objective on shares of Microsoft in a research note on Monday, August 10th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a report on Monday, May 4th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $560.27.

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 value of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This represents a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 37,310 shares of company stock worth $17,256,219 in the last 90 days. Corporate insiders own 0.03% of the company's stock.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced a long-term partnership with Saudi Arabia’s HUMAIN to bring Arabic-language ALLAM AI models to Microsoft Foundry and Microsoft 365 Copilot. The agreement strengthens Microsoft’s enterprise-AI reach in the Middle East and could support additional Azure and Copilot adoption. Microsoft Expands Middle East AI Footprint Through Long-Term HUMAIN Deal
• Positive Sentiment: Microsoft and ChronoScale reportedly plan a 50-megawatt AI-compute deployment using NVIDIA GB300 systems. The project signals continued demand for Microsoft’s cloud and AI infrastructure, although it also implies substantial near-term capital spending. ChronoScale and Microsoft Plan 50 MW AI Compute Deployment
• Positive Sentiment: Microsoft’s Superintelligence team is pursuing internally developed frontier models and greater AI self-sufficiency. Building proprietary models could reduce dependence on outside providers and improve long-term economics if execution is successful. Microsoft AI Self-Sufficiency Strategy
• Positive Sentiment: Investor Bill Ackman’s Pershing Square reportedly made Microsoft its largest AI-related holding after reducing Alphabet exposure, adding an influential vote of confidence in Microsoft’s cloud, AI and backlog outlook. Bill Ackman’s Pershing Square Microsoft Investment

Microsoft Stock Performance

NASDAQ:MSFT opened at $505.06 on Friday. The firm has a market cap of $3.75 trillion, a PE ratio of 28.12, a price-to-earnings-growth ratio of 1.60 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. 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 business has a 50 day moving average price of $428.19 and a 200-day moving average price of $411.73.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the previous year, the firm earned $3.65 earnings per share. The firm's revenue for the quarter was up 17.7% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

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

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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