Independent Financial Group LLC Purchases New Shares in Microsoft Corporation $MSFT

Key Points

• Independent Financial Group LLC purchased 99,608 Microsoft shares worth approximately $36.9 million, making Microsoft its ninth-largest holding at 1.1% of the portfolio. Institutional investors collectively own 71.13% of the company.
• Microsoft reported quarterly revenue of $90.01 billion and EPS of $4.74, exceeding analyst estimates, while revenue rose 17.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $558.64.
• Microsoft declared a quarterly dividend of $0.91 per share, representing an annualized yield of 0.8%. Recent insider activity was negative, with executives selling a combined 23,762 shares worth about $10.5 million over 90 days.

Independent Financial Group LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 99,608 shares of the software giant's stock, valued at approximately $36,872,000. Microsoft accounts for about 1.1% of Independent Financial Group LLC's portfolio, making the stock its 9th biggest holding.

A number of other institutional investors have also recently bought and sold shares of the business. Taylor Securities Services Inc. bought a new position in Microsoft in the fourth quarter valued at approximately $2,616,000. Markel Group Inc. lifted its stake in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after purchasing an additional 1,950 shares during the last quarter. Werba Rubin Papier Wealth Management lifted its stake in Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock worth $6,041,000 after purchasing an additional 1,698 shares during the last quarter. World Investment Advisors boosted its holdings in shares of Microsoft by 22.1% in the 4th quarter. World Investment Advisors now owns 272,424 shares of the software giant's stock valued at $131,750,000 after purchasing an additional 49,371 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its holdings in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after purchasing an additional 788,297 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on MSFT. The Goldman Sachs Group reiterated a "buy" rating and issued a $640.00 price target on shares of Microsoft in a research note on Thursday. Citigroup reaffirmed a "buy" rating and issued a $600.00 price objective (up from $570.00) on shares of Microsoft in a research note on Tuesday. DZ Bank reiterated a "buy" rating on shares of Microsoft in a research report on Thursday, April 30th. HSBC lowered their target price on Microsoft from $593.00 to $571.00 in a research note on Thursday, April 30th. Finally, Dbs Bank dropped their target price on shares of Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $558.64.

Microsoft Price Performance

Microsoft stock opened at $464.72 on Friday. The stock has a 50-day moving average price of $397.99 and a two-hundred day moving average price of $405.96. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45. The company has a market capitalization of $3.45 trillion, a PE ratio of 25.88, a P/E/G ratio of 1.41 and a beta of 1.13. The company has a current ratio of 1.23, a quick ratio of 1.27 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, 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 in the previous year, the business posted $3.65 earnings per share. The business's quarterly revenue was up 17.7% compared to the same quarter last year. Analysts expect that Microsoft Corporation will post 19.53 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's payout ratio is presently 20.27%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 23,762 shares of company stock valued at $10,508,361 in the last ninety days. 0.03% of the stock is currently owned by insiders.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

About Microsoft

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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