Microsoft Corporation $MSFT Shares Bought by Kelleher Financial Advisors

Key Points

• Kelleher Financial Advisors increased its Microsoft stake by 50.4% in the second quarter, bringing its holdings to 57,918 shares valued at approximately $21.6 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst expectations, while revenue rose 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, equivalent to a 0.7% annualized yield.
• Analyst sentiment remains broadly positive, with 41 Buy ratings and a consensus price target of $578.73; however, investors continue to monitor AI execution, infrastructure spending, and competition for AI talent.

Kelleher Financial Advisors grew its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 57,918 shares of the software giant's stock after acquiring an additional 19,399 shares during the quarter. Microsoft comprises approximately 3.1% of Kelleher Financial Advisors' portfolio, making the stock its 6th biggest holding. Kelleher Financial Advisors' holdings in Microsoft were worth $21,605,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in MSFT. EJMK Ventures LLC lifted its position in Microsoft by 14.9% during the second quarter. EJMK Ventures LLC now owns 10,876 shares of the software giant's stock worth $4,057,000 after buying an additional 1,407 shares during the period. Bellars Harris Wealth Management LLC purchased a new stake in Microsoft in the 2nd quarter valued at about $205,000. Sutton Place Investors LLC grew its holdings in Microsoft by 2.9% in the 2nd quarter. Sutton Place Investors LLC now owns 8,158 shares of the software giant's stock valued at $3,043,000 after buying an additional 233 shares during the period. Stoneridge Investment Partners LLC increased its stake in shares of Microsoft by 1.7% during the 2nd quarter. Stoneridge Investment Partners LLC now owns 19,329 shares of the software giant's stock valued at $7,210,000 after acquiring an additional 321 shares during the last quarter. Finally, TFR Capital LLC. increased its stake in shares of Microsoft by 5.1% during the 2nd quarter. TFR Capital LLC. now owns 42,258 shares of the software giant's stock valued at $15,763,000 after acquiring an additional 2,048 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Up 1.5%

NASDAQ MSFT opened at $525.18 on Tuesday. The stock has a market cap of $3.90 trillion, a PE ratio of 29.24, a P/E/G ratio of 1.66 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The business has a 50 day moving average price of $492.81 and a two-hundred day moving average price of $431.07. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same quarter last year, the firm posted $3.65 earnings per share. The business's quarterly revenue was up 17.7% on a year-over-year basis. As a group, sell-side analysts predict that Microsoft Corporation will post 19.62 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. 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. Microsoft's dividend payout ratio (DPR) is 20.27%.

Insider Activity

In other news, CEO Satya Nadella sold 86,525 shares of the firm'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 completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a legal 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, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction dated 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 approximately $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 143,009 shares of company stock worth $71,420,699. Corporate insiders own 0.03% of the company's stock.

Key Headlines Impacting Microsoft

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?

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. William Blair began coverage on shares of Microsoft in a research report on Monday. They issued an "outperform" rating on the stock. Citizens Jmp reaffirmed a "market outperform" rating and set a $550.00 price target on shares of Microsoft in a research report on Tuesday, September 15th. CLSA reaffirmed an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Rothschild & Co Redburn set a $440.00 price target on shares of Microsoft in a report on Monday, September 21st. Finally, Benchmark reissued a "buy" rating on shares of Microsoft in a research note on Friday, July 24th. Forty-one research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $578.73.

Microsoft 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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