Microsoft Corporation $MSFT is Allied Investment Advisors LLC's 4th Largest Position

Key Points

• Allied Investment Advisors increased its Microsoft stake by 3.0% in the second quarter to 68,125 shares worth approximately $25.4 million, making Microsoft 3.2% of its portfolio and its fourth-largest holding.
• Microsoft reported strong quarterly results, with earnings per share of $4.74 and revenue of $90.01 billion, exceeding estimates and representing 17.7% year-over-year revenue growth.
• Analysts maintain a favorable outlook, with 42 Buy ratings, five Holds, and a consensus price target of $564.27. However, insiders—including CEO Satya Nadella—sold a combined 101,335 shares worth about $50.7 million during the last quarter.

Allied Investment Advisors LLC raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.0% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 68,125 shares of the software giant's stock after acquiring an additional 1,984 shares during the period. Microsoft makes up 3.2% of Allied Investment Advisors LLC's investment portfolio, making the stock its 4th largest holding. Allied Investment Advisors LLC's holdings in Microsoft were worth $25,412,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Fischer Investment Strategies LLC lifted its position in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant's stock valued at $337,000 after acquiring an additional 21 shares during the period. Partners in Financial Planning raised its holdings in Microsoft by 0.9% during the fourth quarter. Partners in Financial Planning now owns 2,593 shares of the software giant's stock worth $1,254,000 after purchasing an additional 24 shares during the last quarter. FWG Holdings LLC boosted its position in Microsoft by 0.3% during the fourth quarter. FWG Holdings LLC now owns 8,368 shares of the software giant's stock worth $4,047,000 after purchasing an additional 24 shares in the last quarter. Skylands Capital LLC boosted its position in Microsoft by 4.0% during the fourth quarter. Skylands Capital LLC now owns 645 shares of the software giant's stock worth $312,000 after purchasing an additional 25 shares in the last quarter. Finally, Friedenthal Financial grew its holdings in Microsoft by 6.2% in the first quarter. Friedenthal Financial now owns 431 shares of the software giant's stock valued at $160,000 after purchasing an additional 25 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Up 2.0%

MSFT opened at $505.41 on Tuesday. The firm has a market cap of $3.75 trillion, a P/E ratio of 28.14, a PEG ratio of 1.60 and a beta of 1.11. The business's fifty day simple moving average is $458.23 and its 200 day simple moving average is $420.22. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating 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 firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the company posted $3.65 EPS. The firm's revenue for the quarter was up 17.7% on a year-over-year basis. As a group, equities research analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on MSFT shares. Weiss Ratings upgraded Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, August 27th. Scotiabank reissued an "outperform" rating and issued a $510.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. UBS Group set a $525.00 target price on shares of Microsoft in a report on Thursday, July 30th. Guggenheim restated a "buy" rating and set a $586.00 target price on shares of Microsoft in a research report on Monday, July 27th. Finally, Barclays reduced their price target on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $564.27.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction 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 represents a 15.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 101,335 shares of company stock valued at $50,655,795 in the last quarter. 0.03% of the stock is currently owned by company insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft published a 37-page draft code of conduct for its in-house AI models, emphasizing that advanced AI should remain under meaningful human control and should not deceive people, resist shutdown, or hack systems. Investors appeared to interpret the framework as a way to address regulatory and reputational risks while supporting enterprise adoption. Microsoft drafts code of conduct to keep its AI under human control
• Positive Sentiment: Microsoft AI chief Mustafa Suleyman called for greater coordination among leading AI companies, including third-party disclosure of model capabilities. The move may help Microsoft position itself as a responsible AI leader as safety concerns and potential regulation intensify. Microsoft AI chief: Now’s the time for top labs to coordinate on safety
• Positive Sentiment: Investor commentary remains supportive of Microsoft’s fundamentals, citing Azure growth, more than $100 billion in annual Azure revenue, strong Copilot adoption, and a large cloud backlog. Bank of America reportedly raised its price target to $600, while other analysts maintain Buy or Outperform ratings.
• Positive Sentiment: Microsoft is one of the few major hyperscalers still maintaining share repurchases while expanding AI infrastructure, potentially supporting per-share earnings if cash generation remains strong. The End of Big Tech Buybacks
• Neutral Sentiment: Microsoft plans a substantial expansion of global data-center capacity to meet AI and cloud demand. The investment reinforces long-term growth prospects, but returns will depend on converting heavy spending on power, land, and computing equipment into durable revenue and margins. Microsoft to triple data centre capacity
• Negative Sentiment: Chipmaker weakness, rising Treasury yields, and concerns that AI development may need to slow pressured the wider technology sector. These factors could weigh on Microsoft’s valuation despite its relative strength and defensive enterprise-software exposure. S&P 500, Nasdaq, Dow Drop on Chipmaker Weakness

Microsoft Company 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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