Microsoft Corporation $MSFT is Cary Street Partners Financial LLC's 6th Largest Position

Key Points

• Cary Street Partners increased its Microsoft stake by 3.2% in the second quarter to 213,728 shares valued at approximately $79.7 million, making Microsoft the firm’s sixth-largest holding. Institutional investors collectively own 71.13% of MSFT.
• Microsoft insiders sold 101,335 shares worth about $50.7 million over the past three months, including CEO Satya Nadella’s $43.4 million sale conducted under a pre-arranged Rule 10b5-1 plan.
• Analysts remain broadly bullish, with 42 Buy ratings, five Holds and a consensus “Moderate Buy” rating alongside an average price target of $564.27. Microsoft’s latest quarter also exceeded expectations, with $4.74 in EPS and $90.01 billion in revenue, while its planned data-center expansion could support AI demand but require substantial capital spending.

Cary Street Partners Financial LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 213,728 shares of the software giant's stock after acquiring an additional 6,542 shares during the quarter. Microsoft accounts for approximately 1.7% of Cary Street Partners Financial LLC's portfolio, making the stock its 6th largest holding. Cary Street Partners Financial LLC's holdings in Microsoft were worth $79,725,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in MSFT. SeaBridge Investment Advisors LLC boosted its position in shares of Microsoft by 2.5% in the 2nd quarter. SeaBridge Investment Advisors LLC now owns 43,132 shares of the software giant's stock worth $16,089,000 after buying an additional 1,037 shares in the last quarter. Corecam AG increased its holdings in Microsoft by 40.1% during the 2nd quarter. Corecam AG now owns 18,779 shares of the software giant's stock valued at $7,005,000 after acquiring an additional 5,372 shares in the last quarter. 4WEALTH Advisors Inc. raised its position in Microsoft by 11.4% during the second quarter. 4WEALTH Advisors Inc. now owns 6,690 shares of the software giant's stock worth $2,466,000 after acquiring an additional 683 shares during the last quarter. Advocate Group LLC lifted its holdings in shares of Microsoft by 10.2% in the second quarter. Advocate Group LLC now owns 23,926 shares of the software giant's stock valued at $8,925,000 after purchasing an additional 2,205 shares in the last quarter. Finally, Central Bank & Trust Co. lifted its holdings in shares of Microsoft by 0.5% in the second quarter. Central Bank & Trust Co. now owns 36,871 shares of the software giant's stock valued at $13,754,000 after purchasing an additional 169 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related 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 sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their position. The transaction was disclosed in a legal filing 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 the 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 completion of the transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 101,335 shares of company stock valued at $50,655,795 in the last three months. 0.03% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on MSFT. Oppenheimer reissued an "outperform" rating and set a $515.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a research note on Thursday, July 30th. The Goldman Sachs Group reiterated a "buy" rating and set a $640.00 target price on shares of Microsoft in a report on Thursday, July 30th. DA Davidson reissued a "buy" rating and set a $550.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Finally, Royal Bank Of Canada reissued an "outperform" rating on shares of Microsoft in a report on Thursday. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $564.27.

Key Microsoft News

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.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $495.63 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm has a market capitalization of $3.68 trillion, a PE ratio of 27.60, a P/E/G ratio of 1.59 and a beta of 1.11. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The business's fifty day moving average price is $455.85 and its two-hundred day moving average price is $419.16.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during 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% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.65 earnings per share. On average, research analysts expect that Microsoft Corporation will post 19.59 EPS for the current year.

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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