Microsoft Corporation $MSFT Shares Acquired by CORDA Investment Management LLC.

Key Points

• CORDA Investment Management increased its Microsoft stake by 10.2% in the second quarter, bringing its holdings to 34,011 shares valued at approximately $12.7 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with earnings of $4.74 per share and revenue of $90.01 billion, exceeding analyst estimates; revenue increased 17.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $578.73.
• Investor sentiment is supported by Microsoft’s AI, Azure and Copilot expansion, though the company faces execution risks, infrastructure-spending pressures and competition for AI talent. Microsoft also raised its quarterly dividend to $0.98 per share, up from $0.91.

CORDA Investment Management LLC. grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.2% during the second quarter, according to its most recent 13F filing with the SEC. The firm owned 34,011 shares of the software giant's stock after acquiring an additional 3,135 shares during the period. CORDA Investment Management LLC.'s holdings in Microsoft were worth $12,687,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its holdings in shares of Microsoft by 4.0% in the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock valued at $85,604,000 after purchasing an additional 8,773 shares in the last quarter. Markel Group Inc. grew its stake in shares of 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 in the last quarter. Bessemer Group Inc. increased its holdings in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock valued at $2,562,197,000 after buying an additional 537,634 shares during the last quarter. Taylor Securities Services Inc. acquired a new stake in Microsoft in the fourth quarter valued at $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its stake in 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 buying an additional 788,297 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Melius Research upgraded Microsoft to Buy from Hold and raised its price target to $665. The firm said rising corporate concerns about AI risks could increase demand for Microsoft’s security, governance and compliance products, while positioning Azure as a relatively dependable way to participate in the AI trend. Microsoft stock rises as Melius upgrades to Buy
• Positive Sentiment: Broad market strength also supported MSFT. The Nasdaq reached a record as megacap technology stocks rallied on optimism about earnings growth, with Microsoft among the sector leaders. Expectations for strong technology-sector profits continue to support investor appetite for the shares. Nasdaq hits record as megacap gains offset elevated Treasury yields
• Positive Sentiment: Microsoft continues expanding Copilot’s enterprise usefulness. Wood Mackenzie connected its proprietary energy data and analytics to Microsoft Copilot through a new Model Context Protocol connector, providing another example of specialized business content being integrated into Microsoft’s AI ecosystem. Wood Mackenzie connects energy intelligence with Microsoft Copilot
• Positive Sentiment: Upcoming Xbox and Xbox Game Pass releases provided a smaller consumer-business catalyst. New game launches may support engagement and subscription activity, although the impact is likely less significant than Azure and AI developments. Microsoft stock rises ahead of new Xbox game releases
• Neutral Sentiment: Microsoft and Meta reportedly encouraged employees to reduce their use of Anthropic’s Claude in favor of internal AI tools. The move could lower Microsoft’s external AI expenses and strengthen Copilot adoption, but it also indicates ongoing competition and uncertainty over which AI models will deliver the best economics. Microsoft and Meta steer staff from Anthropic Claude to in-house AI
• Negative Sentiment: Amazon hired longtime Microsoft AI executive Pedram Rezaei, formerly associated with Copilot. The departure could raise concerns about retaining senior AI talent as cloud and software rivals intensify their competition. Amazon hires a Microsoft AI leader
• Negative Sentiment: Investors remain focused on execution risks. Microsoft’s large backlog offers revenue visibility, but the timing of recognition, infrastructure spending and cash conversion could limit near-term benefits. Questions also remain about whether Copilot can become a breakout AI application. How much revenue visibility does Microsoft’s backlog provide?

Microsoft Stock Performance

NASDAQ MSFT opened at $525.18 on Tuesday. The stock has a market capitalization of $3.90 trillion, a price-to-earnings ratio of 29.24, a PEG ratio of 1.66 and a beta of 1.10. The business's 50 day moving average is $492.81 and its two-hundred day moving average is $431.07. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business earned $3.65 earnings per share. Research analysts expect that Microsoft Corporation will post 19.62 EPS for the current 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 given a dividend of $0.98 per share. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is 20.27%.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Stifel Nicolaus upgraded shares of Microsoft from a "hold" rating to a "buy" rating and increased their price target for the company from $530.00 to $575.00 in a research note on Tuesday, September 22nd. Piper Sandler boosted their price objective on shares of Microsoft from $550.00 to $610.00 and gave the stock an "overweight" rating in a research report on Wednesday, September 30th. DA Davidson restated a "buy" rating and issued a $550.00 target price on shares of Microsoft in a report on Thursday, July 30th. BNP Paribas Exane downgraded shares of Microsoft to a "neutral" rating in a research report on Monday. Finally, Royal Bank Of Canada reiterated an "outperform" rating on shares of Microsoft in a research note on Thursday, September 10th. Forty-one research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $578.73.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed 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 company's stock in a transaction dated 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 transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is owned by insiders.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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