GRIMES & Co WEALTH MANAGEMENT LLC Has $66.20 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• GRIMES & Co. Wealth Management increased its Microsoft stake by 1.8% in the second quarter to 177,461 shares valued at $66.2 million, making Microsoft 1.4% of its portfolio. Institutional investors and hedge funds collectively own 71.13% of the stock.
• Microsoft’s AI and cloud outlook remains strong, with Azure revenue growth, expanding Copilot adoption and plans to more than triple data-center capacity by 2032. However, the buildout could pressure capital spending, free cash flow and returns, while competition and valuation remain concerns.
• Analysts maintain a broadly positive view, with 42 Buy ratings, five Holds and a consensus price target of $564.27. Microsoft also reported quarterly revenue of $90.01 billion and earnings of $4.74 per share, beating estimates, while insiders sold roughly $50.7 million of stock in the last quarter.

GRIMES & Co WEALTH MANAGEMENT LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 177,461 shares of the software giant's stock after acquiring an additional 3,172 shares during the quarter. Microsoft comprises 1.4% of GRIMES & Co WEALTH MANAGEMENT LLC's holdings, making the stock its 11th largest position. GRIMES & Co WEALTH MANAGEMENT LLC's holdings in Microsoft were worth $66,197,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the stock. Longfellow Investment Management Co. LLC raised 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 buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft during the fourth quarter worth approximately $34,000. Timmons Wealth Management LLC acquired a new stake in Microsoft during the fourth quarter worth approximately $36,000. Fairway Wealth LLC increased its stake in Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares during the period. Finally, Frankly Finances LLC bought a new position in Microsoft during the 2nd quarter worth $35,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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 Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 101,335 shares of company stock valued at $50,655,795 over the last quarter. Insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Stifel Nicolaus boosted their price target on Microsoft from $450.00 to $530.00 and gave the company a "hold" rating in a research note on Friday, September 4th. Phillip Securities downgraded shares of Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research note on Monday, August 3rd. Piper Sandler raised their target price on shares of Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a report on Tuesday, July 28th. Citizens Jmp restated a "market outperform" rating and issued a $550.00 target price on shares of Microsoft in a research report on Tuesday, July 28th. Finally, Citigroup reaffirmed a "market outperform" rating on shares of Microsoft in a report on Monday, August 31st. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $564.27.

Microsoft Trading Up 0.6%

Shares of NASDAQ MSFT opened at $495.63 on Friday. The firm has a 50 day moving average price of $455.85 and a two-hundred day moving average price of $419.16. The stock has a market cap of $3.68 trillion, a P/E ratio of 27.60, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11. 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 issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating 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 during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter in the prior year, the firm posted $3.65 earnings per share. The business's quarterly revenue was up 17.7% on a year-over-year basis. As a group, equities analysts forecast that Microsoft Corporation will post 19.59 EPS for the current year.

About Microsoft

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.

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