Microsoft Corporation $MSFT is Blue Zone Wealth Advisors LLC's 8th Largest Position

Blue Zone Wealth Advisors LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 61,308 shares of the software giant's stock after acquiring an additional 1,006 shares during the quarter. Microsoft accounts for 4.0% of Blue Zone Wealth Advisors LLC's portfolio, making the stock its 8th biggest holding. Blue Zone Wealth Advisors LLC's holdings in Microsoft were worth $22,869,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC increased its holdings in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in shares of Microsoft during the 4th quarter valued at about $34,000. Frankly Finances LLC bought a new position in shares of Microsoft in the 2nd quarter valued at about $35,000. Timmons Wealth Management LLC purchased a new position in Microsoft in the fourth quarter worth about $36,000. Finally, Fairway Wealth LLC grew its position in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin reporting quarterly Azure revenue in fiscal 2027 and reorganize its financial reporting from three segments into two AI-focused categories. Azure generated approximately $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, providing investors with more visibility into cloud growth and AI demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Citi reaffirmed a Buy rating and $600 price target, while other analysts cited Microsoft’s large AI backlog, Azure’s more than $100 billion annual revenue and the potential for improved AI economics. The company’s latest earnings also showed strong momentum, with revenue up 17.7% year over year and a substantial earnings beat. Analyst reaffirms Buy on Microsoft
• Positive Sentiment: Microsoft-backed OpenAI launched GPT-6 Astra, potentially strengthening Microsoft’s AI ecosystem and demand for Azure infrastructure. Microsoft is also securing long-term power capacity for data centers and expanding Microsoft 365 Copilot integrations. OpenAI launches GPT-6 Astra
• Neutral Sentiment: CEO Satya Nadella sold 86,525 shares worth about $43.4 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the sale limits its significance, although it reduced his holdings by 15.09% and adds to recent insider selling.
• Negative Sentiment: Microsoft will impose monthly limits on Xbox cloud-gaming hours for Game Pass subscribers beginning in November as service costs rise. The change may improve economics but could hurt consumer sentiment and gaming engagement. Microsoft to impose time limits on Xbox cloud gaming
• Negative Sentiment: Investors continue to weigh Microsoft’s roughly $116 billion AI infrastructure spending plan, rising data-center costs and pressure on cloud margins. The key risk is whether the large backlog converts into profitable cash flow rather than simply future revenue.

Microsoft Trading Up 2.7%

MSFT opened at $510.12 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock's 50 day moving average price is $441.99 and its 200-day moving average price is $415.21. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The stock has a market cap of $3.79 trillion, a price-to-earnings ratio of 28.40, a P/E/G ratio of 1.60 and a beta of 1.11.

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 during the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the company earned $3.65 EPS. Microsoft's quarterly revenue was up 17.7% compared to the same quarter last year. On average, equities analysts forecast that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is 20.27%.

Insider Activity

In other news, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction on 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 directly owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the transaction, the chief executive officer 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. Over the last ninety days, insiders sold 108,335 shares of company stock valued at $53,499,700. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of recent research reports. Oppenheimer restated an "outperform" rating and set a $515.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. DA Davidson reiterated a "buy" rating and issued a $550.00 target price on shares of Microsoft in a report on Thursday, July 30th. Citizens Jmp reissued a "market outperform" rating and set a $550.00 target price on shares of Microsoft in a research report on Tuesday, July 28th. Weiss Ratings upgraded Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Finally, Mizuho lowered their price target on Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research report on Wednesday, July 15th. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $562.49.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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