Global Financial Private Client LLC Has $7.29 Million Stake in Microsoft Corporation $MSFT

Key Points

• Global Financial Private Client LLC increased its Microsoft stake by 8.6% in the second quarter, holding 19,540 shares valued at approximately $7.29 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 42 Buy ratings and five Holds, producing a consensus “Moderate Buy” rating and an average price target of $564.27.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74 beating estimates; however, planned data-center expansion brings significant capital-spending and execution risks.

Global Financial Private Client LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,540 shares of the software giant's stock after buying an additional 1,547 shares during the period. Microsoft makes up 2.0% of Global Financial Private Client LLC's investment portfolio, making the stock its 10th biggest holding. Global Financial Private Client LLC's holdings in Microsoft were worth $7,289,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares during the period. Bernzott Capital Advisors purchased a new stake in Microsoft in the 4th quarter worth approximately $34,000. Frankly Finances LLC bought a new position in Microsoft in the 2nd quarter valued at $35,000. Timmons Wealth Management LLC bought a new position in Microsoft in the 4th quarter valued at $36,000. Finally, Fairway Wealth LLC grew its position 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 purchasing an additional 66 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on MSFT. UBS Group set a $525.00 target price on Microsoft in a research note on Thursday, July 30th. Cantor Fitzgerald boosted their price objective on Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a report on Monday, July 27th. Sanford C. Bernstein set a $660.00 target price on shares of Microsoft in a research note on Monday, August 10th. TD Cowen reiterated a "buy" rating and set a $540.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Finally, Benchmark reissued a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $564.27.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction dated Tuesday, September 1st. The shares were 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 $244,092,173.98. This represents a 15.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 101,335 shares of company stock worth $50,655,795. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

MSFT stock opened at $495.63 on Monday. The stock has a market capitalization of $3.68 trillion, a price-to-earnings ratio of 27.60, a PEG ratio of 1.60 and a beta of 1.11. The firm's 50-day moving average price is $455.85 and its two-hundred day moving average price is $419.40. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted 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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. During the same period last year, the firm earned $3.65 earnings per share. Microsoft's quarterly revenue was up 17.7% on a year-over-year basis. As a group, equities analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Company 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.

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.