Microsoft Corporation $MSFT is CV Advisors LLC's 7th Largest Position

Key Points

• CV Advisors increased its Microsoft stake by 23.9% in the second quarter to 44,774 shares valued at approximately $16.7 million, making Microsoft its seventh-largest holding.
• Microsoft reported quarterly earnings of $4.74 per share on $90.01 billion in revenue, exceeding analyst expectations, while revenue grew 17.7% year over year.
• Analysts maintain a favorable outlook, with a consensus “Moderate Buy” rating and an average price target of $564.27; Microsoft also raised its quarterly dividend from $0.91 to $0.98 per share.

CV Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 23.9% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 44,774 shares of the software giant's stock after purchasing an additional 8,644 shares during the period. Microsoft accounts for 3.1% of CV Advisors LLC's holdings, making the stock its 7th biggest holding. CV Advisors LLC's holdings in Microsoft were worth $16,702,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of Microsoft by 2.3% in 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 acquiring an additional 15,955,898 shares during the period. Auto Owners Insurance Co lifted its stake in shares of Microsoft by 56,160.8% during the 4th 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. Amundi boosted its position in Microsoft by 30.8% during the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after purchasing an additional 9,814,598 shares in the last quarter. Fisher Asset Management LLC boosted its position in Microsoft by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock valued at $12,235,785,000 after purchasing an additional 458,014 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in Microsoft by 10.5% in the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock valued at $10,852,884,000 after purchasing an additional 2,784,809 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

In other news, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the sale, the executive vice president directly owned 533,624 shares in the company, valued at approximately $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

MSFT has been the subject of a number of recent research reports. Tigress Financial boosted their target price on shares of Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Citigroup reaffirmed a "market outperform" rating on shares of Microsoft in a research report on Monday, August 31st. Wells Fargo & Company boosted their price objective on shares of Microsoft from $650.00 to $700.00 and gave the stock an "overweight" rating in a research note on Wednesday, August 12th. Wolfe Research reissued an "outperform" rating and set a $550.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Finally, Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note 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 company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $564.27.

Microsoft Price Performance

Shares of MSFT stock opened at $490.30 on Thursday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. 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 firm has a market capitalization of $3.64 trillion, a price-to-earnings ratio of 27.30, a PEG ratio of 1.60 and a beta of 1.11. The stock's 50-day simple moving average is $462.53 and its 200-day simple moving average is $421.53.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm 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 revenue was up 17.7% on a year-over-year basis. During the same period last year, the firm posted $3.65 EPS. As a group, equities analysts forecast that Microsoft Corporation will post 19.61 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Dividend raised 8%: Microsoft increased its quarterly payout from $0.91 to $0.98 per share, payable December 10 to shareholders of record November 19. The increase signals confidence in cash generation and brings the annualized yield to approximately 0.8%, while the payout ratio remains near 20%. Microsoft announces quarterly dividend increase
• Positive Sentiment: Azure momentum remains a key catalyst: Azure revenue growth accelerated to 43% year over year in the latest quarter, with management expecting another acceleration. Azure has also surpassed $100 billion in annual sales, reinforcing the investment case for Microsoft’s cloud and agentic-AI strategy. Microsoft Azure agentic AI growth
• Positive Sentiment: Enterprise AI ecosystem is expanding: Dun & Bradstreet is integrating its commercial data graph with Microsoft Copilot Studio and Dynamics 365 agents, potentially supporting broader enterprise adoption of Microsoft’s AI tools. Dun and Bradstreet Microsoft Copilot integration
• Neutral Sentiment: Upcoming product and reporting updates: Microsoft’s October 7 Windows and Surface event could provide a hardware and on-device AI catalyst. Separately, plans to disclose Azure revenue should give investors greater visibility into whether AI spending is translating into sales. Microsoft Windows and Surface event
• Negative Sentiment: AI spending is the main overhang: Microsoft is reportedly targeting roughly 38 gigawatts of data-center capacity by 2032, while capital expenditures are already elevated and expected to rise again. Investors are concerned that returns from AI infrastructure may take time to materialize. Microsoft AI spending analysis
• Negative Sentiment: AI execution concerns persist: Federal agencies can begin contracting for Microsoft’s new AI government tier on October 1, but some features may not be available immediately. The gap between commitments and delivery could slow adoption or raise questions about execution. Microsoft government AI tier
• Negative Sentiment: Insider selling adds a modest headwind: EVP Amy Hood sold 41,674 shares worth approximately $20.8 million under a pre-arranged Rule 10b5-1 plan. Because the transaction was scheduled in advance, it is not necessarily a bearish signal, but it may weigh marginally on sentiment.

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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