Microsoft Corporation $MSFT Shares Bought by Buffalo Business & Estate Services Ltd.

Key Points

• Buffalo Business & Estate Services Ltd. increased its Microsoft stake by 11.8% in the first quarter, buying 2,396 more shares and bringing its total to 22,703 shares worth about $8.4 million.
• Microsoft recently beat quarterly earnings expectations, reporting $4.27 EPS on $82.89 billion in revenue, with revenue up 18.3% year over year.
• The stock remains widely favored by analysts, with a Moderate Buy consensus and an average target price of $560.86, even as some firms trimmed price targets amid concerns about AI-related capex and margin pressure.

Buffalo Business & Estate Services Ltd. grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 22,703 shares of the software giant's stock after acquiring an additional 2,396 shares during the quarter. Microsoft accounts for approximately 1.2% of Buffalo Business & Estate Services Ltd.'s holdings, making the stock its 14th largest holding. Buffalo Business & Estate Services Ltd.'s holdings in Microsoft were worth $8,404,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. WFA Asset Management Corp grew its position in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. increased its stake in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its holdings in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC lifted its stake in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

NASDAQ MSFT opened at $372.97 on Monday. The company has a market capitalization of $2.77 trillion, a PE ratio of 22.20, a P/E/G ratio of 1.34 and a beta of 1.11. The company has a fifty day moving average of $410.37 and a 200 day moving average of $420.98. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. The company had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The firm's revenue was up 18.3% on a year-over-year basis. During the same period in the prior year, the company earned $3.46 earnings per share. Research analysts forecast that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft's dividend payout ratio is presently 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
• Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like 'Bear Market' Stocks
• Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
• Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
• Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
• Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
• Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
• Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,500 shares of the company's stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the completion of the sale, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. This represents a 8.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 23,762 shares of company stock worth $10,508,361 over the last quarter. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research firms recently issued reports on MSFT. BMO Capital Markets cut their target price on Microsoft from $575.00 to $505.00 and set an "outperform" rating on the stock in a research report on Tuesday, April 28th. BNP Paribas Exane lowered their price target on Microsoft from $556.00 to $555.00 and set an "outperform" rating for the company in a research report on Friday, May 1st. DA Davidson dropped their price target on Microsoft from $650.00 to $550.00 and set a "buy" rating on the stock in a research note on Thursday, April 30th. DZ Bank reissued a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Finally, Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a report on Monday, May 4th. Forty-one investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $560.86.

About Microsoft

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).

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