Microsoft Corporation $MSFT Shares Acquired by Turn8 Private Wealth Inc.

Key Points

• Turn8 Private Wealth increased its Microsoft stake by 20.1% in the second quarter to 22,110 shares valued at $8.25 million, making Microsoft its largest portfolio holding. Hedge funds and other institutions collectively own 71.13% of the stock.
• Analyst sentiment remains broadly positive, with 43 Buy ratings, a “Moderate Buy” consensus and an average price target of $569.29. Microsoft recently reported quarterly revenue of $90.01 billion, up 17.7% year over year, and earnings that exceeded estimates.
• Microsoft is emphasizing enterprise AI through its redesigned Copilot platform, supporting optimism around Azure and AI monetization. However, heavy infrastructure spending, data-center constraints, macroeconomic uncertainty and insider stock sales remain potential risks.

Turn8 Private Wealth Inc. boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 20.1% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 22,110 shares of the software giant's stock after acquiring an additional 3,708 shares during the period. Microsoft accounts for about 5.5% of Turn8 Private Wealth Inc.'s portfolio, making the stock its largest holding. Turn8 Private Wealth Inc.'s holdings in Microsoft were worth $8,247,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. Fire Capital Management LLC lifted its stake in shares of Microsoft by 17.8% in the 2nd quarter. Fire Capital Management LLC now owns 18,903 shares of the software giant's stock valued at $7,051,000 after purchasing an additional 2,851 shares during the last quarter. Ranch Capital Advisors Inc. increased its position in shares of Microsoft by 0.3% during the 2nd quarter. Ranch Capital Advisors Inc. now owns 17,680 shares of the software giant's stock worth $6,595,000 after purchasing an additional 60 shares during the last quarter. Yelin Lapidot Holdings Management Ltd. raised its holdings in Microsoft by 11.1% in the 2nd quarter. Yelin Lapidot Holdings Management Ltd. now owns 48,411 shares of the software giant's stock valued at $18,058,000 after buying an additional 4,848 shares during the period. Eurizon SLJ Capital Ltd raised its holdings in Microsoft by 11.1% in the 2nd quarter. Eurizon SLJ Capital Ltd now owns 30,876 shares of the software giant's stock valued at $11,517,000 after buying an additional 3,097 shares during the period. Finally, Warburton Capital Management LLC lifted its position in Microsoft by 25.6% in the second quarter. Warburton Capital Management LLC now owns 5,584 shares of the software giant's stock valued at $2,082,000 after buying an additional 1,137 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled a redesigned Copilot “super app” that combines access to Office applications with coding tools, autonomous AI agents and an Autopilot feature. The initiative is aimed primarily at business users and could improve enterprise adoption, usage and monetization of Microsoft’s AI offerings. Reuters article
• Positive Sentiment: Oppenheimer raised its Microsoft price target to $570, citing the company’s shift toward enterprise AI agents and a billing model tied more closely to customer usage. Other recent analyst targets have also moved higher, reinforcing expectations for sustained Azure and AI growth. Oppenheimer target article
• Positive Sentiment: Investors appear more confident that Microsoft can benefit from AI without depending on a single large-model provider. Its Azure cloud platform, Microsoft 365 ecosystem and enterprise distribution provide multiple avenues for converting AI investment into recurring revenue. MarketWatch article
• Positive Sentiment: Unusually heavy bullish options activity, including a large call spread, suggests traders are positioning for additional upside. Technical analysts identified a potential move toward approximately $555, although this is market positioning rather than a fundamental forecast. Barchart options article
• Neutral Sentiment: Broader market gains, led by AI stocks, provided an additional tailwind. However, elevated oil prices, Treasury yields and uncertainty over potential Federal Reserve policy changes remain important macroeconomic risks.
• Negative Sentiment: Microsoft is moving away from a consumer-focused personal-assistant strategy and concentrating Copilot on workplace use. The usage-based approach could unlock greater revenue, but it may also make sales less predictable than traditional subscriptions if customer adoption is slower than expected. Financial Post article
• Negative Sentiment: Investors continue to monitor Microsoft’s substantial AI infrastructure spending, data-center capacity constraints and a reported 277-job reduction in Washington. These factors could pressure near-term margins even as Azure demand remains strong.

Analysts Set New Price Targets

MSFT has been the subject of several research analyst reports. Guggenheim reaffirmed a "buy" rating and set a $586.00 target price on shares of Microsoft in a research note on Monday, July 27th. Raymond James Financial lowered shares of Microsoft from a "moderate buy" rating to a "strong sell" rating in a report on Wednesday. Stifel Nicolaus upgraded Microsoft from a "hold" rating to a "buy" rating and raised their target price for the company from $530.00 to $575.00 in a report on Tuesday. Needham & Company LLC began coverage on Microsoft in a research report on Wednesday. They issued a "buy" rating for the company. Finally, Jefferies Financial Group reiterated a "buy" rating on shares of Microsoft in a research note on Monday, September 21st. Forty-three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $569.29.

Insider Activity

In other Microsoft news, EVP Amy Hood sold 41,674 shares of the firm's stock in a transaction on Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares in the company, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. 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 Microsoft stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 143,009 shares of company stock valued at $71,420,699 in the last 90 days. Company insiders own 0.03% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $516.17 on Friday. The stock's 50-day moving average is $477.93 and its two-hundred day moving average is $426.17. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a market cap of $3.83 trillion, a price-to-earnings ratio of 28.74, a price-to-earnings-growth ratio of 1.66 and a beta of 1.11.

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, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter last year, the company earned $3.65 earnings per share. The firm's revenue was up 17.7% compared to the same quarter last year. Analysts forecast that Microsoft Corporation will post 19.62 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a $0.98 dividend. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is 20.27%.

Microsoft Company 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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