Microsoft Corporation $MSFT Shares Bought by Udine Wealth Management Inc.

Key Points

• Udine Wealth Management increased its Microsoft stake by 4.4% in the second quarter to 49,241 shares valued at approximately $18.4 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.74, surpassing estimates by $0.50, while revenue rose 17.7% year over year to $90.01 billion. The company also raised its quarterly dividend to $0.98 per share, up from $0.91.
• Analysts maintain a broadly positive outlook, with 43 Buy ratings and a consensus “Moderate Buy” rating alongside an average price target of $569.29. Investors remain focused on Microsoft’s enterprise AI and Copilot expansion, balanced against heavy infrastructure spending and potential margin pressure.

Udine Wealth Management Inc. lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,241 shares of the software giant's stock after purchasing an additional 2,087 shares during the period. Microsoft makes up about 7.6% of Udine Wealth Management Inc.'s holdings, making the stock its 4th biggest position. Udine Wealth Management Inc.'s holdings in Microsoft were worth $18,368,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of MSFT. BridgePort Financial Solutions LLC boosted its stake in Microsoft by 13.1% in the 2nd quarter. BridgePort Financial Solutions LLC now owns 14,812 shares of the software giant's stock worth $5,525,000 after purchasing an additional 1,720 shares during the period. WealthBridge Capital Management LLC boosted its holdings in shares of Microsoft by 4.5% during the second quarter. WealthBridge Capital Management LLC now owns 13,263 shares of the software giant's stock worth $4,947,000 after purchasing an additional 570 shares during the period. Quaker Wealth Management LLC boosted its holdings in shares of Microsoft by 18.6% during the second quarter. Quaker Wealth Management LLC now owns 3,807 shares of the software giant's stock worth $1,420,000 after purchasing an additional 597 shares during the period. Petra Financial Advisors Inc. grew its position in Microsoft by 51.9% during the second quarter. Petra Financial Advisors Inc. now owns 4,797 shares of the software giant's stock valued at $1,789,000 after purchasing an additional 1,639 shares in the last quarter. Finally, Townsend Asset Management Corp NC ADV increased its stake in Microsoft by 0.5% in the 2nd quarter. Townsend Asset Management Corp NC ADV now owns 19,604 shares of the software giant's stock valued at $7,313,000 after buying an additional 105 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Microsoft stock opened at $516.17 on Friday. The firm has a market capitalization of $3.83 trillion, a P/E ratio of 28.74, a P/E/G ratio of 1.60 and a beta of 1.11. The stock has a fifty day moving average price of $477.93 and a two-hundred day moving average price of $426.17. Microsoft Corporation has a 52-week low of $349.20 and a 52-week 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 announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) 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 during the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the firm posted $3.65 EPS. The firm's quarterly revenue was up 17.7% on a year-over-year basis. As a group, analysts anticipate that Microsoft Corporation will post 19.62 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Insider Activity at Microsoft

In other news, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction on 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 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. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 41,674 shares of the company's stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the transaction, 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 position. 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 sold 143,009 shares of company stock valued at $71,420,699 over the last three months. 0.03% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research report on Monday, September 21st. KeyCorp restated an "overweight" rating on shares of Microsoft in a report on Thursday, September 3rd. Phillip Securities lowered shares of Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research note on Monday, August 3rd. Barclays decreased their price objective on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. Finally, Truist Financial restated a "buy" rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Forty-three analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and an average target price of $569.29.

Key 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.

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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