Microsoft Corporation $MSFT Shares Acquired by Northeast Investment Management

Key Points

• Northeast Investment Management increased its Microsoft stake by 1.8% in the second quarter, holding 259,061 shares worth approximately $96.6 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft insiders sold 101,335 shares worth roughly $50.7 million over the past 90 days, including CEO Satya Nadella’s sale of 86,525 shares under a pre-arranged Rule 10b5-1 plan.
• Microsoft’s latest quarterly results exceeded expectations, with $4.74 in EPS and $90.01 billion in revenue, up 17.7% year over year. Analysts maintain a broadly positive outlook, with a “Moderate Buy” consensus rating and an average price target of $564.27.

Northeast Investment Management boosted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 259,061 shares of the software giant's stock after buying an additional 4,668 shares during the quarter. Microsoft makes up about 3.6% of Northeast Investment Management's investment portfolio, making the stock its 5th biggest holding. Northeast Investment Management's holdings in Microsoft were worth $96,635,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC boosted its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the fourth quarter worth $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the fourth quarter worth $36,000. Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after buying an additional 66 shares during the last quarter. Finally, Frankly Finances LLC acquired a new position in shares of Microsoft in the 2nd quarter valued at about $35,000. Institutional investors own 71.13% of the company's stock.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction dated 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 transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction that occurred 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 transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 101,335 shares of company stock valued at $50,655,795. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

MSFT opened at $493.95 on Wednesday. The business's 50 day moving average is $449.56 and its 200-day moving average is $417.29. The stock has a market cap of $3.67 trillion, a PE ratio of 27.50, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11. 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 Corporation has a twelve month low of $349.20 and a twelve month high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data 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 business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the company posted $3.65 EPS. The business's revenue for the quarter was up 17.7% compared to the same quarter last year. On average, analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current year.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure is generating more than a $100 billion annualized revenue run rate and reorganized reporting around AI infrastructure and agents. Greater Azure transparency and accelerating demand could support revenue visibility and investor confidence. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is positioned at the center of a projected multitrillion-dollar AI infrastructure buildout, with Azure demand, large customer commitments, and its partnership with NVIDIA potentially creating a long-term growth opportunity. Nvidia, Microsoft at Center of $7 Trillion AI Boom
• Neutral Sentiment: Analysts remain broadly constructive, with recent buy or overweight ratings and a reported median price target of $540. However, the stock’s sharp advance and proximity to its prior high make continued gains dependent on cash-flow conversion and the payoff from heavy AI investment. Microsoft Stock Opinions on Recent Earnings and Business Reorganization
• Negative Sentiment: Two additional lawsuits from news organizations over the use of news content in AI training increase legal uncertainty around Microsoft’s OpenAI relationship and could create financial, reputational, or operational costs. Microsoft's OpenAI Partnership Draws Fresh Legal Fire
• Negative Sentiment: Microsoft’s effort to measure the “useful yield” produced by each AI infrastructure dollar and watt highlights investor concerns about whether massive data-center spending will generate adequate returns. The scrutiny could pressure sentiment toward Microsoft and key supplier NVIDIA. Microsoft’s Useful Yield Test Raises the Stakes for NVIDIA’s AI Economics
• Negative Sentiment: Recent reports also cite insider selling, including sales by Chief Executive Officer Satya Nadella, while separate reports of Outlook and Microsoft 365 service disruptions add modest execution and reliability concerns. Microsoft's OpenAI Partnership Draws Fresh Legal Fire

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on MSFT. Barclays lowered their price objective on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Scotiabank restated an "outperform" rating and issued a $510.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Sanford C. Bernstein set a $660.00 target price on Microsoft in a report on Monday, August 10th. Wedbush reiterated an "outperform" rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, May 13th. Finally, UBS Group set a $525.00 price target on Microsoft in a report on Thursday, July 30th. Forty-two investment 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, Microsoft presently has an average rating of "Moderate Buy" and a consensus target price of $564.27.

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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