Microsoft Corporation $MSFT Shares Newly Acquired by Oxford Financial Group LTD. LLC

Key Points

• Oxford Financial Group acquired 37,439 Microsoft shares worth approximately $14.0 million during the second quarter. Institutional investors collectively own 71.13% of Microsoft’s stock.
• Microsoft insiders sold 143,009 shares valued at roughly $71.4 million over the past 90 days, including CEO Satya Nadella’s sale of 86,525 shares under a pre-arranged trading plan.
• Microsoft exceeded quarterly expectations with $4.74 in EPS and $90.01 billion in revenue, while raising its quarterly dividend to $0.98 per share. Analysts maintain a largely positive outlook, with a consensus “Moderate Buy” rating and an average price target of $581.80.

Oxford Financial Group LTD. LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 37,439 shares of the software giant's stock, valued at approximately $13,966,000. Microsoft accounts for about 0.7% of Oxford Financial Group LTD. LLC's portfolio, making the stock its 17th largest position.

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

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated Tuesday, September 1st. The shares were 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 of the company's stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction 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 approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 143,009 shares of company stock valued at $71,420,699. Insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.4%

Shares of MSFT stock opened at $543.45 on Wednesday. The stock's fifty day moving average is $503.23 and its two-hundred day moving average is $437.50. 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 firm has a market capitalization of $4.04 trillion, a P/E ratio of 30.26, a PEG ratio of 1.74 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.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion during 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%. The company's revenue for the quarter was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.65 earnings per share. Research analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors 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 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%. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on MSFT. Royal Bank Of Canada restated an "outperform" rating on shares of Microsoft in a research report on Thursday, September 10th. Bank of America lifted their target price on shares of Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research report on Tuesday, September 1st. Truist Financial reiterated a "buy" rating and issued a $575.00 target price on shares of Microsoft in a research report on Wednesday, July 22nd. BMO Capital Markets started coverage on shares of Microsoft in a research note on Monday, October 5th. They set an "outperform" rating for the company. Finally, Melius Research set a $665.00 price target on shares of Microsoft and gave the stock a "buy" rating in a research report on Monday, October 5th. Forty-two equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average price target of $581.80.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 strengthens Microsoft’s AI strategy. Microsoft unveiled its third-generation Maia 300 custom AI processor, which it says can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems. The company plans multi-gigawatt deployments beginning in 2027, potentially lowering inference costs, improving Azure margins and reducing reliance on Nvidia and AMD. Microsoft Reveals Next-Gen Maia 300 Custom AI Chip For Widespread Deployment
• Positive Sentiment: AI infrastructure demand remains exceptionally strong. Microsoft reportedly signed more than $130 billion in data-center leases during the quarter, signaling aggressive capacity expansion to meet demand for Azure and AI services. Management has also indicated that demand continues to exceed available capacity, while its commercial backlog has reached a record level. Microsoft Reports $130 Billion in Data Center Leases
• Positive Sentiment: Analyst sentiment is supportive ahead of earnings. Barclays raised its Microsoft price target to $600 from $512 and expects greater differentiation in software results. Microsoft is scheduled to report fiscal first-quarter 2027 results on October 28, with consensus estimates of approximately $4.72 in earnings per share and $90.4 billion in revenue. Microsoft price target raised to $600 from $512 at Barclays
• Positive Sentiment: New AI products broaden Microsoft’s growth opportunities. The Decision-1 model is described as faster and cheaper to operate than competing systems, while new Surface Pro and Surface Laptop devices add AI features, 5G connectivity and improved battery efficiency.
• Neutral Sentiment: Investors are weighing AI growth against spending. The Maia rollout could improve long-term economics, but Microsoft is committing substantial capital to data centers and chips. Analysts are monitoring whether shrinking free cash flow and high infrastructure costs offset Azure and Copilot growth.
• Negative Sentiment: Regulatory and execution risks remain. Microsoft is conducting another round of layoffs in Israel, its research chief Peter Lee is leaving for Mercedes’ Formula 1 team, and Norway fined subsidiary Xandr €8.6 million over Grindr data sharing. Nadella and President Brad Smith are also calling for stronger AI safeguards, highlighting potential compliance costs and liability risks.

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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