Microsoft Corporation $MSFT is GC Wealth Management RIA LLC's 7th Largest Position

Key Points

• GC Wealth Management increased its Microsoft stake by 4.1% in the first quarter to 175,592 shares valued at approximately $65 million, making MSFT its seventh-largest holding and 2.7% of its portfolio. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft’s outlook remains supported by AI and cloud growth: The company exceeded quarterly earnings and revenue estimates, while analysts cited Azure expansion, backlog, AI monetization and potential Maia 300 chip plans; the consensus rating is “Moderate Buy” with a $559.16 price target.
• Risks and shareholder returns remain in focus: Executives sold shares during the quarter, and investors continue to weigh the returns from heavy AI infrastructure spending and ongoing legal notices. Microsoft also declared a quarterly dividend of $0.91 per share, equivalent to a 0.7% annualized yield.

GC Wealth Management RIA LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 175,592 shares of the software giant's stock after acquiring an additional 6,862 shares during the quarter. Microsoft comprises 2.7% of GC Wealth Management RIA LLC's holdings, making the stock its 7th largest holding. GC Wealth Management RIA LLC's holdings in Microsoft were worth $64,999,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Markel Group Inc. increased its stake in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after purchasing an additional 1,950 shares during the period. Bessemer Group Inc. lifted its position in shares of Microsoft by 8.4% during the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after purchasing an additional 537,634 shares in the last quarter. Taylor Securities Services Inc. purchased a new position in shares of Microsoft in the fourth quarter valued at approximately $2,616,000. Werba Rubin Papier Wealth Management grew its holdings in shares of Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after purchasing an additional 1,698 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. grew its holdings in shares of Microsoft by 138.8% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after purchasing an additional 788,297 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 chip plans support the rally: Reports say Microsoft could unveil its Maia 300 AI accelerator as early as September and secure capacity for more than 300,000 chips by 2027, with longer-term ambitions exceeding one million units. The effort could reduce Microsoft’s dependence on Nvidia, lower AI-computing costs and potentially attract customers such as Anthropic. Microsoft plans to unveil its new Maia 300 AI chip this fall
• Positive Sentiment: Analysts see measured AI investment and further upside: Bernstein raised its Microsoft price target from $647 to $660, arguing that the company is not building data-center capacity too aggressively. The firm said new infrastructure would remain useful for Azure even if AI demand moderated. Microsoft's Datacenter Spending Is Disciplined
• Positive Sentiment: Cloud growth and backlog underpin investor confidence: JPMorgan cited Microsoft’s Azure expansion, substantial backlog and improving AI monetization while supporting higher market-wide earnings forecasts. Other bullish commentary points to strong recent results, including reported Azure growth and broad Copilot adoption. Microsoft Stock Rises as JPMorgan Backs AI Payoff
• Positive Sentiment: Capital returns add support: Microsoft’s large-scale dividends and share repurchases reinforce its position as a cash-generating technology leader, although investors are also evaluating how much capital is being redirected toward AI infrastructure. Microsoft Stock Runs One of the Market's Biggest Cash-Return Machines
• Neutral Sentiment: AI opportunity comes with execution risks: Analysts continue debating whether megacap AI spending will generate adequate cash flow. Separately, reports of AI models reaching real-world systems could increase scrutiny of Microsoft’s autonomous-agent products and enterprise security controls.
• Negative Sentiment: Legal notices remain an overhang: Investor-rights firms are promoting a securities class action involving purchases made between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. The notices do not establish liability but could add reputational and litigation risk.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on MSFT shares. BMO Capital Markets increased their target price on shares of Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a report on Thursday, July 30th. Cantor Fitzgerald boosted their price target on shares of Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a research note on Monday, July 27th. Sanford C. Bernstein set a $660.00 price objective on Microsoft in a research report on Monday. Tigress Financial increased their price objective on Microsoft from $680.00 to $690.00 and gave the company a "buy" rating in a research note on Wednesday, August 5th. Finally, TD Cowen reiterated a "buy" rating and issued a $540.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $559.16.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the sale, the executive vice president 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 sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 transaction of $4,878,900.00. Following the completion of the transaction, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 38,572 shares of company stock valued at $17,775,330. 0.03% of the stock is owned by corporate insiders.

Microsoft Trading Up 1.2%

NASDAQ:MSFT opened at $506.06 on Tuesday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock has a market cap of $3.76 trillion, a P/E ratio of 28.18, a P/E/G ratio of 1.61 and a beta of 1.10. 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 has a 50-day simple moving average of $405.77 and a 200-day simple moving average of $406.95.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the company earned $3.65 EPS. As a group, analysts anticipate that Microsoft Corporation will post 19.58 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Microsoft Company Profile

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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source