Microsoft Corporation $MSFT Shares Bought by Grey Fox Wealth Advisors LLC

Grey Fox Wealth Advisors LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 58.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,983 shares of the software giant's stock after purchasing an additional 1,465 shares during the period. Grey Fox Wealth Advisors LLC's holdings in Microsoft were worth $1,486,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new position in Microsoft in the fourth quarter valued at $50,664,631,000. Auto Owners Insurance Co boosted its stake in shares of Microsoft by 56,160.8% during the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after acquiring an additional 60,009,531 shares in the last quarter. Nuveen LLC purchased a new stake in shares of Microsoft during the 1st quarter worth about $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Microsoft by 500.0% in the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant's stock valued at $30,840,432,000 after purchasing an additional 49,618,571 shares in the last quarter. Finally, Laurel Wealth Advisors LLC raised its holdings in Microsoft by 49,640.3% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Phillip Securities downgraded Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Wells Fargo & Company boosted their price objective on Microsoft from $650.00 to $700.00 and gave the company an "overweight" rating in a research report on Wednesday, August 12th. UBS Group set a $525.00 target price on Microsoft in a research note on Thursday, July 30th. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Finally, Oppenheimer reissued an "outperform" rating and issued a $515.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Forty-two 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 a consensus rating of "Moderate Buy" and an average target price of $564.27.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure has surpassed a $100 billion annualized revenue run rate and reorganized its reporting structure around AI agents and infrastructure. The disclosure improves visibility into the company’s fastest-growing business and reinforces the long-term AI investment case. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is supporting UpDoc’s team in an ARPA-H program developing autonomous clinical AI for cardiovascular care, alongside OpenAI and NVIDIA. The initiative offers potential strategic and reputational benefits in healthcare AI, although the immediate financial impact is likely limited. ARPA-H Selects UpDoc to Lead Development of Autonomous Clinical AI System
• Positive Sentiment: Pershing Square, managed by Bill Ackman, reportedly increased its Microsoft position by 6.2 million shares. The purchase may provide a sentiment boost by signaling confidence from a prominent activist investor. Pershing Square’s Bill Ackman Boosts Microsoft Stake
• Neutral Sentiment: Strong demand for high-bandwidth memory from Microsoft and other AI companies is benefiting suppliers such as SK Hynix. The report highlights Microsoft’s continued AI infrastructure spending, but also underscores dependence on costly hardware and supply-chain capacity. Nvidia and Meta Are Hungry for HBM
• Negative Sentiment: Microsoft’s latest Patch Tuesday addressed a record 974 vulnerabilities, including two Windows zero-days reportedly exploited in the wild. While the fixes reduce longer-term security risk, the scale of the release may raise concerns about software quality, cybersecurity costs and potential customer disruption. Microsoft Patches Record 974 Flaws
• Negative Sentiment: An analyst downgrade argues that Microsoft’s AI capital-expenditure rotation does not yet support an optimistic view, intensifying concerns that infrastructure spending could pressure returns and free cash flow before monetization catches up. Microsoft: CapEx Rotation Does Not Support an Optimistic View
• Negative Sentiment: Fresh lawsuits from news organizations over AI training and content usage add legal and regulatory uncertainty to Microsoft’s OpenAI relationship. Rising Treasury yields are an additional valuation headwind for large technology companies. Microsoft’s OpenAI Partnership Draws Fresh Legal Fire

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction dated Tuesday, September 1st. The stock was 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 in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 101,335 shares of company stock valued at $50,655,795 in the last 90 days. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

NASDAQ MSFT opened at $491.65 on Thursday. The company has a market cap of $3.65 trillion, a PE ratio of 27.37, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11. The stock's 50 day simple moving average is $451.71 and its 200-day simple moving average is $417.95. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. 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 (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same period in the previous year, the business earned $3.65 earnings per share. The firm's revenue for the quarter was up 17.7% on a year-over-year basis. As a group, equities research analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft 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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