Keebeck Wealth Management Buys New Shares in Microsoft Corporation $MSFT

Key Points

• Keebeck Wealth Management bought 49,298 Microsoft shares worth approximately $18.4 million, making Microsoft its seventh-largest holding and representing 1.8% of its portfolio. Other institutional investors also initiated positions, while institutions collectively own 71.13% of Microsoft.
• Microsoft’s AI strategy and infrastructure expansion remain major growth drivers. Its Maia 300 processor is designed to reduce AI inference costs, while strong Azure and AI demand is prompting significant data-center investment; however, high spending, regulatory issues and execution risks remain concerns.
• Microsoft recently exceeded quarterly earnings and revenue expectations, increased its quarterly dividend to $0.98, and retains a consensus “Moderate Buy” rating with an average analyst price target of $581.80. Shares opened at $543.45, near their 12-month high.

Keebeck Wealth Management bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 49,298 shares of the software giant's stock, valued at approximately $18,389,000. Microsoft accounts for 1.8% of Keebeck Wealth Management's portfolio, making the stock its 7th largest holding.

Several other large investors have also added to or reduced their stakes in MSFT. Blue Capital Inc. bought a new stake in Microsoft in the 2nd quarter worth approximately $708,000. Keating Financial Advisory Services Inc. bought a new position in Microsoft during the second quarter valued at $8,307,000. Alaska Wealth Advisors LLC purchased a new stake in Microsoft during the second quarter valued at approximately $2,090,000. Encore Global Management LP purchased a new stake in shares of Microsoft in the second quarter valued at $5,316,000. Finally, OneAscent Investment Solutions LLC purchased a new stake in shares of Microsoft in the second quarter valued at $1,900,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

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 Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the firm'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 transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at $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. Insiders have sold a total of 143,009 shares of company stock worth $71,420,699 over the last quarter. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $543.45 on Wednesday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The business's 50 day moving average is $503.23 and its two-hundred day moving average is $437.50. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market capitalization of $4.04 trillion, a P/E ratio of 30.26, a P/E/G ratio of 1.74 and a beta of 1.10.

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 for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company's revenue for the quarter was up 17.7% on a year-over-year basis. During the same period last year, the firm posted $3.65 earnings per share. Analysts expect 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. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Guggenheim reiterated a "buy" rating and issued a $586.00 price target on shares of Microsoft in a report on Monday, July 27th. Phillip Securities cut Microsoft from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Bank of America increased their price target on Microsoft from $500.00 to $600.00 and gave the stock a "buy" rating in a research report on Tuesday, September 1st. The Goldman Sachs Group reissued a "buy" rating and set a $640.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Finally, DA Davidson reiterated a "buy" rating and issued a $550.00 price target on shares of Microsoft in a report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $581.80.

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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