Jupiter Wealth Management LLC Purchases 35,258 Shares of Microsoft Corporation $MSFT

Key Points

• Jupiter Wealth Management bought 35,258 Microsoft shares worth approximately $13.15 million in the second quarter, making Microsoft its fourth-largest holding at 5.3% of the portfolio.
• Institutional investors own 71.13% of Microsoft, while insiders sold 143,009 shares worth about $71.4 million over the past 90 days, including substantial sales by CEO Satya Nadella and EVP Amy Hood under Rule 10b5-1 plans.
• Microsoft reported quarterly revenue of $90.01 billion and EPS of $4.74, beating estimates, and raised its quarterly dividend to $0.98. Analysts remain broadly positive, with a “Moderate Buy” consensus and an average price target of $579.84.

Jupiter Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The fund bought 35,258 shares of the software giant's stock, valued at approximately $13,152,000. Microsoft accounts for 5.3% of Jupiter Wealth Management LLC's investment portfolio, making the stock its 4th largest holding.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co boosted its stake in shares of Microsoft by 56,160.8% during the 4th 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 in the last quarter. Corient Private Wealth LLC grew its position in shares of Microsoft by 234.5% during the 4th quarter. Corient Private Wealth LLC now owns 17,822,280 shares of the software giant's stock valued at $8,619,211,000 after acquiring an additional 12,493,786 shares during the period. Amundi grew its position in shares of Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after acquiring an additional 9,814,598 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in shares of Microsoft by 64.3% in the 1st 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 in the last quarter. Finally, Diamant Asset Management Inc. increased its stake in shares of Microsoft by 38,442.1% in the 1st quarter. Diamant Asset Management Inc. now owns 6,810,388 shares of the software giant's stock valued at $2,521,001,000 after purchasing an additional 6,792,718 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In related news, 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 transaction of $43,388,826.50. Following the completion of the sale, the chief executive officer owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the company's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 143,009 shares of company stock worth $71,420,699. Company insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of Microsoft stock opened at $541.15 on Tuesday. The stock has a market capitalization of $4.02 trillion, a P/E ratio of 30.13, a PEG ratio of 1.72 and a beta of 1.10. The business has a 50 day simple moving average of $502.22 and a two-hundred day simple moving average of $436.28. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

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 (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the previous year, the company posted $3.65 earnings per share. The business's revenue was up 17.7% on a year-over-year basis. As a group, analysts predict that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Analysts Set New Price Targets

A number of equities analysts recently weighed in on MSFT shares. KeyCorp reaffirmed an "overweight" rating on shares of Microsoft in a report on Thursday, September 3rd. Benchmark reissued a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Piper Sandler boosted their price objective on Microsoft from $550.00 to $610.00 and gave the company an "overweight" rating in a research report on Wednesday, September 30th. Guggenheim restated a "buy" rating and issued a $586.00 price objective on shares of Microsoft in a research report on Monday, July 27th. Finally, Evercore raised Microsoft from an "underperform" rating to an "outperform" rating in a research note on Monday, October 5th. Forty-two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $579.84.

Microsoft News Summary

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 Company 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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