Grand Wealth Management LLC Acquires 1,558 Shares of Microsoft Corporation $MSFT

Key Points

• Grand Wealth Management LLC acquired 1,558 Microsoft shares worth approximately $581,000 during the second quarter, making Microsoft its ninth-largest holding and about 0.2% of its portfolio.
• Institutional investors and hedge funds own 71.13% of Microsoft, while insiders sold roughly $71.4 million of stock over the past three months, including sales by CEO Satya Nadella and EVP Takeshi Numoto.
• Microsoft exceeded quarterly earnings and revenue expectations, with revenue up 17.7% year over year, and raised its quarterly dividend to $0.98. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $579.84.

Grand Wealth Management LLC acquired a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,558 shares of the software giant's stock, valued at approximately $581,000. Microsoft makes up about 0.2% of Grand Wealth Management LLC's investment portfolio, making the stock its 9th biggest position.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Auto Owners Insurance Co raised its stake 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 acquiring an additional 60,009,531 shares during the last quarter. Amundi lifted its position in shares of Microsoft by 30.8% during the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Microsoft by 10.5% during the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock worth $10,852,884,000 after purchasing an additional 2,784,809 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its stake in shares of Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock valued at $8,982,083,000 after purchasing an additional 9,493,778 shares during the last quarter. Finally, Hsbc Holdings PLC grew its stake in shares of Microsoft by 7.8% during the fourth quarter. Hsbc Holdings PLC now owns 22,138,798 shares of the software giant's stock valued at $10,715,379,000 after purchasing an additional 1,599,412 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, EVP Takeshi Numoto sold 4,810 shares of the company'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 completion of the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 143,009 shares of company stock worth $71,420,699. Corporate insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $541.15 on Tuesday. The firm has a fifty day moving average of $502.22 and a two-hundred day moving average of $436.28. The stock has a market capitalization of $4.02 trillion, a price-to-earnings ratio of 30.13, a PEG ratio of 1.72 and a beta of 1.10. Microsoft Corporation has a 52 week low of $349.20 and a 52 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.

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 (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 business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the company earned $3.65 EPS. The firm's revenue was up 17.7% on a year-over-year basis. As a group, equities research analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This is a boost from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio is currently 20.27%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Deutsche Bank Aktiengesellschaft restated a "buy" rating and issued a $600.00 price objective on shares of Microsoft in a research report on Monday. William Blair assumed coverage on Microsoft in a research report on Monday, October 5th. They issued an "outperform" rating on the stock. Truist Financial reissued a "buy" rating and issued a $575.00 target price on shares of Microsoft in a research note on Wednesday, July 22nd. Raymond James Financial downgraded Microsoft from a "moderate buy" rating to a "strong sell" rating in a research report on Wednesday, September 23rd. Finally, Jefferies Financial Group initiated coverage on Microsoft in a research note on Monday, October 5th. They set a "buy" rating on the stock. Forty-two research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $579.84.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 AI chip is the key catalyst. Microsoft unveiled its third-generation Maia 300 processor and plans to begin production deployments in 2027, eventually scaling the platform to multiple gigawatts and potentially as many as one million chips. The company says Maia 300 can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems, which could lower Azure costs and improve margins. Microsoft reveals Maia 300 AI chip
• Positive Sentiment: Greater control over AI supply and economics. Microsoft intends to make Maia a primary architecture for AI inference while continuing to use chips from Nvidia, AMD and Intel. Investors viewed the strategy as a way to reduce dependence on expensive, supply-constrained Nvidia hardware and strengthen Azure’s competitive position. Microsoft to rely more on homegrown AI chips
• Positive Sentiment: Underlying growth remains strong. Recent coverage points to Azure growth guidance of 44%–45%, rising Copilot adoption, a record backlog and more than $50 billion in quarterly capital spending to meet AI demand. These trends reinforce the bullish long-term case, although the October 28 earnings report will test whether growth remains above investor expectations.
• Neutral Sentiment: AI safety and infrastructure constraints remain in focus. CEO Satya Nadella and President Brad Smith called for stronger safeguards, emergency controls and clearer AI regulation. Separately, industry leaders highlighted electricity and cooling capacity as potential limits on AI expansion. These issues may increase compliance and infrastructure costs but could also benefit Microsoft’s enterprise-focused approach.
• Negative Sentiment: Regulatory and legal risks increased. The U.S. suspended Microsoft from the PERM green-card program amid scrutiny of its H-1B hiring practices, potentially complicating access to technical talent. Norway also fined Microsoft subsidiary Xandr approximately €8.6 million for sharing Grindr user data. Microsoft PERM suspension
• Negative Sentiment: Valuation and execution risks persist. Some analysts downgraded Microsoft amid concerns about elevated AI capital spending, high expectations and the need for Azure growth to remain above 40%. The departure of longtime science president Peter Lee is an additional, though relatively minor, leadership concern.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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