Microsoft Corporation $MSFT Shares Newly Purchased by Hayek Kallen Investment Management

Key Points

• Hayek Kallen Investment Management acquired 58,559 Microsoft shares worth approximately $21.8 million, making Microsoft its second-largest holding at 6.6% of the portfolio. Institutional investors collectively own 71.13% of Microsoft.
• Wall Street remains broadly bullish: 43 analysts rate Microsoft a Buy, with a consensus rating of “Moderate Buy” and an average price target of $592.15.
• Microsoft exceeded quarterly expectations with $4.74 in EPS and $90.01 billion in revenue, while revenue rose 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, although executives have recently sold shares under disclosed transactions.

Hayek Kallen Investment Management acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 58,559 shares of the software giant's stock, valued at approximately $21,844,000. Microsoft makes up about 6.6% of Hayek Kallen Investment Management's portfolio, making the stock its 2nd largest position.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Frankly Finances LLC purchased a new stake in shares of Microsoft in the second quarter worth $35,000. Bard Associates Inc. bought a new stake in shares of Microsoft during the second quarter valued at approximately $37,000. PMV Capital Advisers LLC purchased a new stake in Microsoft during the 2nd quarter valued at $38,000. Fiduciary Advisors Inc. increased its holdings in shares of Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock worth $47,000 after purchasing an additional 34 shares in the last quarter. Finally, Persistent Asset Partners Ltd bought a new stake in shares of Microsoft in the 2nd quarter worth $60,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Oppenheimer increased their price objective on Microsoft from $515.00 to $570.00 and gave the company an "outperform" rating in a research report on Tuesday, September 22nd. Truist Financial restated a "buy" rating and set a $575.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. Tigress Financial raised their target price on shares of Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Scotiabank lifted their target price on shares of Microsoft from $510.00 to $615.00 and gave the stock an "outperform" rating in a research report on Monday, October 5th. Finally, Bank of America increased their price target on Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a report on Tuesday, September 1st. Forty-three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $592.15.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $532.95 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 stock has a market capitalization of $3.96 trillion, a PE ratio of 29.67, a price-to-earnings-growth ratio of 1.71 and a beta of 1.10. The firm's 50 day moving average price is $507.45 and its 200-day moving average price is $444.58. Microsoft Corporation has a twelve month low of $349.20 and a twelve month 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 (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The company 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 firm's quarterly revenue was up 17.7% compared to the same quarter last year. During the same period in the previous year, the business posted $3.65 earnings per share. Equities research analysts expect that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. This is a positive change from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Expectations are building for another earnings beat, with demand for Azure cloud infrastructure, Microsoft 365 and Copilot supporting revenue and earnings growth. The key catalyst will be Microsoft’s October 28 report, where investors will look for accelerating Azure growth and evidence that AI investments are translating into monetization. Microsoft Earnings Preview
• Positive Sentiment: Microsoft remains viewed favorably as a relatively cash-generative way to participate in the AI-cloud buildout. While Oracle’s cloud growth is faster, Microsoft’s stronger free cash flow, lower leverage and broad enterprise installed base may provide greater financial resilience as AI capital expenditures rise. Oracle Versus Microsoft
• Positive Sentiment: A new Boeing fleet-intelligence platform, Dataliner, is being built on Microsoft Azure AI Foundry. The partnership could add a recurring enterprise workload for Azure and demonstrate Microsoft’s ability to embed AI in industry-specific applications. Boeing and Microsoft Dataliner
• Positive Sentiment: Tavant’s Microsoft Fabric accelerator is now available through Microsoft Marketplace, potentially making it easier for businesses to deploy Fabric-based analytics and AI solutions across Azure. Tavant Fabric Accelerator
• Neutral Sentiment: GitHub Copilot is reportedly a major customer of Anthropic, highlighting demand for Microsoft’s AI developer tools but also exposing reliance on outside model providers and potential supplier concentration risk. Anthropic Revenue Concentration
• Negative Sentiment: Microsoft’s withdrawal as anchor tenant from a U.K. AI data-center project because of power-supply delays underscores a growing constraint: electricity and grid access may slow Azure’s AI capacity expansion and increase infrastructure costs. Microsoft Withdraws From UK AI Data Center Project
• Negative Sentiment: Investors remain concerned that elevated prices for components could make Microsoft’s next-generation Xbox, Project Helix, less competitive or pressure demand. The gaming business is also undergoing restructuring, adding uncertainty beyond Azure and productivity software. Project Helix Pricing Concerns

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,810 shares of Microsoft 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 approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction dated 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 directly owned 486,763 shares of the company's stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 150,314 shares of company stock valued at $75,404,992 in the last 90 days. 0.03% of the stock is owned by company insiders.

Microsoft Company 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.

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