Live Oak Private Wealth LLC Has $14.92 Million Stock Holdings in Microsoft Corporation $MSFT

Live Oak Private Wealth LLC cut its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 39,987 shares of the software giant's stock after selling 2,531 shares during the quarter. Microsoft makes up approximately 1.9% of Live Oak Private Wealth LLC's portfolio, making the stock its 10th biggest position. Live Oak Private Wealth LLC's holdings in Microsoft were worth $14,916,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. Longfellow Investment Management Co. LLC raised its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC boosted its stake in shares of Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant's stock valued at $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC increased its position in shares of Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock worth $337,000 after buying an additional 21 shares during the period. Pollock Investment Advisors LLC raised its stake in Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant's stock worth $1,453,000 after buying an additional 21 shares during the last quarter. Finally, Better Money Decisions LLC raised its position in shares of Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant's stock worth $1,740,000 after acquiring an additional 21 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The stock was 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 in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 101,335 shares of company stock valued at $50,655,795 over the last ninety days. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

Microsoft stock opened at $495.63 on Monday. The firm has a market capitalization of $3.68 trillion, a price-to-earnings ratio of 27.60, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The firm's fifty day moving average price is $455.85 and its two-hundred day moving average price is $419.40. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the previous year, the firm posted $3.65 earnings per share. The firm's revenue for the quarter was up 17.7% on a year-over-year basis. On average, equities research analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Key Headlines Impacting 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.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on MSFT shares. TD Cowen reiterated a "buy" rating and issued a $540.00 target price on shares of Microsoft in a report on Thursday, July 30th. Royal Bank Of Canada restated an "outperform" rating on shares of Microsoft in a report on Thursday. Scotiabank reiterated an "outperform" rating and issued a $510.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Weiss Ratings upgraded shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, August 27th. Finally, DA Davidson reissued a "buy" rating and set a $550.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Forty-two equities research 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, the company has an average rating of "Moderate Buy" and an average target price of $564.27.

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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