Greenspring Advisors LLC Makes New $9.69 Million Investment in Microsoft Corporation $MSFT

Key Points

• Greenspring Advisors LLC acquired 25,974 Microsoft shares worth approximately $9.69 million, making Microsoft its 10th-largest holding. Institutional investors collectively own 71.13% of the company.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year to $90.01 billion and EPS of $4.74, surpassing analyst expectations. The company also raised its quarterly dividend to $0.98 per share.
• Analyst sentiment remains broadly positive, with 42 Buy ratings and an average price target of $581.80, though investors are monitoring heavy AI infrastructure spending, regulatory risks and recent insider stock sales.

Greenspring Advisors LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 25,974 shares of the software giant's stock, valued at approximately $9,689,000. Microsoft accounts for about 0.5% of Greenspring Advisors LLC's holdings, making the stock its 10th largest holding.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Frankly Finances LLC purchased a new position in Microsoft during the 2nd quarter valued at about $35,000. Fiduciary Advisors Inc. lifted its position in shares of Microsoft by 37.4% in the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock worth $47,000 after purchasing an additional 34 shares in the last quarter. Persistent Asset Partners Ltd purchased a new stake in shares of Microsoft in the second quarter worth approximately $60,000. Lifetime Wealth Management P.C. acquired a new stake in shares of Microsoft during the fourth quarter worth approximately $101,000. Finally, Glynn Capital Management LLC boosted its holdings in shares of Microsoft by 34.2% during the second quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after purchasing an additional 65 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analyst Ratings Changes

Several research analysts have weighed in on MSFT shares. UBS Group lowered shares of Microsoft from a "buy" rating to a "market perform" rating in a research note on Monday, October 5th. TD Cowen reissued a "buy" rating and set a $540.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Wells Fargo & Company lifted their target price on shares of Microsoft from $700.00 to $725.00 and gave the company an "overweight" rating in a research note on Thursday, October 1st. Cantor Fitzgerald boosted their price target on shares of Microsoft from $522.00 to $608.00 and gave the company an "overweight" rating in a report on Monday, September 21st. Finally, Tigress Financial upped their price target on shares of Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research note on Wednesday, August 5th. Forty-two research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $581.80.

Microsoft Stock Performance

Shares of MSFT opened at $543.45 on Wednesday. The company's fifty day moving average is $503.23 and its 200-day moving average is $437.50. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The firm has a market cap of $4.04 trillion, a price-to-earnings ratio of 30.26, a price-to-earnings-growth ratio of 1.74 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter last year, the firm earned $3.65 EPS. Microsoft's revenue for the quarter was up 17.7% on a year-over-year basis. Equities analysts expect that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 strengthens Microsoft’s AI strategy. Microsoft unveiled its third-generation Maia 300 custom AI processor, which it says can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems. The company plans multi-gigawatt deployments beginning in 2027, potentially lowering inference costs, improving Azure margins and reducing reliance on Nvidia and AMD. Microsoft Reveals Next-Gen Maia 300 Custom AI Chip For Widespread Deployment
• Positive Sentiment: AI infrastructure demand remains exceptionally strong. Microsoft reportedly signed more than $130 billion in data-center leases during the quarter, signaling aggressive capacity expansion to meet demand for Azure and AI services. Management has also indicated that demand continues to exceed available capacity, while its commercial backlog has reached a record level. Microsoft Reports $130 Billion in Data Center Leases
• Positive Sentiment: Analyst sentiment is supportive ahead of earnings. Barclays raised its Microsoft price target to $600 from $512 and expects greater differentiation in software results. Microsoft is scheduled to report fiscal first-quarter 2027 results on October 28, with consensus estimates of approximately $4.72 in earnings per share and $90.4 billion in revenue. Microsoft price target raised to $600 from $512 at Barclays
• Positive Sentiment: New AI products broaden Microsoft’s growth opportunities. The Decision-1 model is described as faster and cheaper to operate than competing systems, while new Surface Pro and Surface Laptop devices add AI features, 5G connectivity and improved battery efficiency.
• Neutral Sentiment: Investors are weighing AI growth against spending. The Maia rollout could improve long-term economics, but Microsoft is committing substantial capital to data centers and chips. Analysts are monitoring whether shrinking free cash flow and high infrastructure costs offset Azure and Copilot growth.
• Negative Sentiment: Regulatory and execution risks remain. Microsoft is conducting another round of layoffs in Israel, its research chief Peter Lee is leaving for Mercedes’ Formula 1 team, and Norway fined subsidiary Xandr €8.6 million over Grindr data sharing. Nadella and President Brad Smith are also calling for stronger AI safeguards, highlighting potential compliance costs and liability risks.

Insider Buying and Selling

In other news, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated Tuesday, September 1st. The stock was 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 approximately $244,092,173.98. This trade 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. Insiders have sold 143,009 shares of company stock valued at $71,420,699 in the last three months. 0.03% of the stock is currently owned by corporate insiders.

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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