Legacy CG LLC Grows Stock Position in Microsoft Corporation $MSFT

Key Points

• Legacy CG LLC increased its Microsoft stake by 10.8% in the second quarter, holding 17,172 shares valued at approximately $6.4 million. Microsoft represents 1.6% of the fund’s portfolio.
• Institutional investors own 71.13% of Microsoft, while several major funds—including Vanguard, Amundi and Arrowstreet Capital—also expanded their positions.
• Microsoft reported quarterly earnings and revenue above analyst expectations, with revenue rising 17.7% year over year. Analysts maintain a “Moderate Buy” consensus, though insiders sold approximately $71.4 million of stock in the last quarter; the company also raised its quarterly dividend by 8% to $0.98.

Legacy CG LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,172 shares of the software giant's stock after acquiring an additional 1,678 shares during the period. Microsoft comprises about 1.6% of Legacy CG LLC's holdings, making the stock its 22nd largest holding. Legacy CG LLC's holdings in Microsoft were worth $6,405,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Auto Owners Insurance Co grew its holdings in shares of Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after purchasing an additional 60,009,531 shares during the last quarter. Vanguard Group Inc. raised its holdings in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. Corient Private Wealth LLC boosted its position in 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 buying an additional 12,493,786 shares during the period. Amundi boosted its position in 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 buying an additional 9,814,598 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its holdings in Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after acquiring an additional 9,493,778 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Transactions at Microsoft

In related news, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction that occurred on Monday, September 14th. The stock was 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 in the company, valued at $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on MSFT shares. DA Davidson reaffirmed a "buy" rating and set a $550.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Benchmark reissued a "buy" rating on shares of Microsoft in a research note on Friday, July 24th. Piper Sandler upped their price target on Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a research report on Tuesday, July 28th. Barclays lowered their price target on Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of Microsoft in a research report on Monday, July 20th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $564.27.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure and AI businesses remain the primary bullish catalysts. Analysts point to accelerating cloud growth, broad enterprise adoption and Microsoft’s distribution advantage through Azure, Microsoft 365 and Copilot. These Magnificent Seven Members Still Look Cheap
• Positive Sentiment: Causaly expanded its collaboration with Microsoft, making its agentic scientific-research tools available within Microsoft Copilot, Microsoft 365 and Teams. The deal supports Microsoft’s strategy of adding specialized AI workflows to its enterprise software ecosystem. Causaly is Now Available in Microsoft Copilot
• Positive Sentiment: Microsoft’s 8% quarterly dividend increase reinforces its strong cash generation and provides shareholder support, although the company continues to invest heavily in cloud and AI infrastructure. Microsoft Slips as Its Quarterly Dividend Climbs 8%
• Neutral Sentiment: Microsoft AI chief Mustafa Suleyman called recent reports of concerning model behavior at OpenAI a “serious situation” and emphasized the need for controllable, human-aligned AI. The comments highlight Microsoft’s safety focus but also underscore reputational and product-liability risks across the sector. OpenAI's latest AI revelation is a serious situation
• Negative Sentiment: Unsealed filings reportedly include Microsoft and OpenAI employees’ concerns that AI training on millions of news articles could amount to the “largest theft of labor in human history.” The disclosures may weaken the companies’ fair-use defense and increase potential litigation, licensing and regulatory costs. OpenAI, Microsoft executives' quotes on AI training threaten copyright defense
• Negative Sentiment: Reports of insider selling added to near-term sentiment pressure, while Microsoft faces competitive challenges from Salesforce’s AIforce and ongoing debate over whether its substantial AI spending will generate adequate returns. Microsoft Trading Down After Insider Selling

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $493.78 on Friday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock has a market capitalization of $3.67 trillion, a P/E ratio of 27.49, a P/E/G ratio of 1.59 and a beta of 1.11. The company's 50-day moving average is $466.97 and its 200 day moving average is $422.77. 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 data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the business posted $3.65 earnings per share. On average, sell-side analysts expect that Microsoft Corporation will post 19.61 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. This is an increase from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio is currently 20.27%.

Microsoft Profile

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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