Microsoft Corporation $MSFT Shares Newly Acquired by Expressive Wealth LLC

Key Points

• Expressive Wealth LLC acquired 5,078 Microsoft shares worth approximately $1.89 million in the second quarter, making Microsoft its 11th-largest holding. Institutional investors collectively own 71.13% of the company.
• Microsoft reported a strong quarter, with EPS of $4.74 and revenue of $90.01 billion, both exceeding estimates, while revenue rose 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share.
• Analysts remain broadly positive, with 41 Buy ratings and an average price target of $581.24, but concerns include high AI infrastructure costs, proposed Azure cost cuts, rising bond yields, and some insider selling.

Expressive Wealth LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 5,078 shares of the software giant's stock, valued at approximately $1,894,000. Microsoft accounts for approximately 1.8% of Expressive Wealth LLC's portfolio, making the stock its 11th biggest holding.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Frankly Finances LLC purchased a new position in Microsoft during the second quarter valued at approximately $35,000. Fiduciary Advisors Inc. increased its stake in Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after buying an additional 34 shares during the period. Persistent Asset Partners Ltd purchased a new stake in Microsoft in the 2nd quarter worth approximately $60,000. Lifetime Wealth Management P.C. purchased a new stake in Microsoft in the 4th quarter worth approximately $101,000. Finally, Glynn Capital Management LLC lifted its position in Microsoft by 34.2% in the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after buying an additional 65 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled its Maia 300 custom AI accelerator, designed for multi-gigawatt deployment across Azure data centers. Management says it can deliver 40% more tokens per megawatt than a GPU-based system, potentially lowering inference costs and reducing reliance on Nvidia and AMD hardware. What Could Microsoft Gain From Its Maia 300 AI Chip Rollout?
• Positive Sentiment: Investor optimism remains focused on Azure growth, Microsoft’s AI backlog, and more than $130 billion in reported data-center leases. The scale of commitments supports long-term demand for Azure and Copilot, although it also raises capital-spending risks. Microsoft Reports $130 Billion in Data Center Leases
• Positive Sentiment: Barclays raised its Microsoft price target to $600 from $512 and expects the upcoming fiscal first-quarter report to show improving differentiation in software. Earnings are scheduled for October 28. Microsoft Price Target Raised by Barclays
• Neutral Sentiment: Microsoft’s Azure chief reportedly seeks at least 20% cost cuts in an effort to offset soaring AI data-center expenses. The move could improve efficiency and margins, but it also highlights pressure from the company’s aggressive investment cycle. Microsoft Weighs 20% Cost Cuts in Azure
• Neutral Sentiment: Microsoft is introducing new AI-enabled Surface devices and an Xbox Nano Controller, supporting its broader push to put generative AI into consumer hardware. These products are strategically relevant but are unlikely to materially affect near-term results.
• Negative Sentiment: Hot inflation data pushed bond yields higher and triggered a broad selloff in AI-related shares, increasing concern that expensive AI infrastructure projects may face higher financing costs and tougher valuation scrutiny.
• Negative Sentiment: Phillip Securities downgraded Microsoft to “hold,” while Erste Group made a minor reduction to its FY2028 earnings forecast. These actions add to near-term caution following the stock’s strong run.
• Negative Sentiment: EVP Amy Hood sold 7,305 shares worth approximately $4.0 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance and represents only 1.3% of her holdings, it is a limited bearish signal.
• Negative Sentiment: Reports that Microsoft issued security updates addressing more than 1,400 vulnerabilities could renew concerns about cybersecurity exposure, though patching the flaws is ultimately protective.

Microsoft Stock Performance

MSFT stock opened at $533.69 on Thursday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The company has a market capitalization of $3.96 trillion, a price-to-earnings ratio of 29.72, a P/E/G ratio of 1.74 and a beta of 1.10. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The firm has a 50 day moving average of $504.15 and a two-hundred day moving average of $438.68.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced 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. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.65 EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This is a boost from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio is currently 20.27%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares of the company's stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Amy Hood sold 7,305 shares of the company's stock in a transaction dated Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total value of $3,984,293.10. Following the sale, the executive vice president owned 555,396 shares of the company's stock, valued at approximately $302,924,086.32. This trade represents a 1.30% decrease in their position. 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 three months, insiders have sold 150,314 shares of company stock valued at $75,404,992. Company insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on MSFT shares. Piper Sandler lifted their target price on shares of Microsoft from $550.00 to $610.00 and gave the company an "overweight" rating in a research note on Wednesday, September 30th. Jefferies Financial Group reaffirmed a "buy" rating and issued a $650.00 price target on shares of Microsoft in a research note on Wednesday. Wells Fargo & Company increased their price objective on Microsoft from $700.00 to $725.00 and gave the stock an "overweight" rating in a report on Thursday, October 1st. Needham & Company LLC initiated coverage on Microsoft in a research report on Wednesday, September 23rd. They set a "buy" rating for the company. Finally, Sanford C. Bernstein set a $660.00 price objective on Microsoft in a research report on Monday, August 10th. Forty-one equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $581.24.

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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