Microsoft Corporation $MSFT Shares Newly Acquired by Kingsview Wealth Management LLC

Key Points

• Kingsview Wealth Management acquired 262,425 Microsoft shares worth approximately $97.9 million in the second quarter, making Microsoft its 16th-largest holding. Institutional investors and hedge funds collectively own 71.13% of MSFT.
• Microsoft reported quarterly revenue of $90.01 billion and earnings of $4.74 per share, beating analyst estimates; revenue increased 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share.
• Analysts maintain a “Moderate Buy” consensus on Microsoft, with an average price target of $592.15, although some firms have issued hold ratings. Investors remain focused on Azure growth and whether substantial AI infrastructure spending will generate adequate returns.

Kingsview Wealth Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 262,425 shares of the software giant's stock, valued at approximately $97,890,000. Microsoft makes up approximately 1.2% of Kingsview Wealth Management LLC's investment portfolio, making the stock its 16th biggest holding.

Several other hedge funds also recently bought and sold shares of MSFT. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its holdings in Microsoft by 4.0% in the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock worth $85,604,000 after purchasing an additional 8,773 shares in the last quarter. D.B. Root & Company LLC acquired a new position in Microsoft during the second quarter worth $3,652,000. Dearborn Partners LLC bought a new position in Microsoft during the second quarter valued at about $75,641,000. Markel Group Inc. raised its holdings in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock valued at $199,014,000 after buying an additional 1,950 shares in the last quarter. Finally, Bessemer Group Inc. lifted its position in shares of Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after buying an additional 537,634 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Trading Down 2.2%

Microsoft stock opened at $521.08 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The business's 50-day simple moving average is $507.93 and its 200-day simple moving average is $445.62. The firm has a market capitalization of $3.87 trillion, a PE ratio of 29.01, a PEG ratio of 1.71 and a beta of 1.10. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating 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 the consensus estimate of $87.62 billion. During the same quarter in the prior year, the company earned $3.65 EPS. The firm's revenue for the quarter was up 17.7% compared to the same quarter last year. Equities research analysts forecast that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders 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 dividend yield of 0.8%. This is a boost from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio is presently 20.27%.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent analyst reports. TD Cowen upped their price target on Microsoft from $540.00 to $625.00 and gave the stock a "buy" rating in a research note on Thursday, October 15th. Citigroup increased their price objective on Microsoft from $600.00 to $636.00 and gave the company a "buy" rating in a report on Thursday, October 15th. BNP Paribas Exane downgraded Microsoft from a "strong-buy" rating to a "hold" rating in a research note on Monday, October 5th. Guggenheim restated a "buy" rating and issued a $586.00 target price on shares of Microsoft in a report on Wednesday. Finally, Tigress Financial boosted their target price on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Forty-three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $592.15.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study
• Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog
• Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy
• Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership
• Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview
• Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk
• Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing
• Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer owned 486,763 shares in the company, valued at approximately $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 SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 150,314 shares of company stock valued at $75,404,992 in the last three months. 0.03% of the stock is owned by corporate insiders.

Microsoft Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.