Microsoft Corporation $MSFT Shares Purchased by Elyxium Wealth LLC

Key Points

• Elyxium Wealth LLC increased its Microsoft stake by 164.3% in the second quarter, holding 54,897 shares worth approximately $20.5 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported stronger-than-expected quarterly results, with earnings of $4.74 per share and revenue of $90.01 billion, up 17.7% year over year. The company also raised its quarterly dividend from $0.91 to $0.98 per share.
• Analysts maintain a broadly positive outlook, with a “Moderate Buy” consensus and an average price target of $569.29, while investors weigh Copilot’s AI monetization potential against heavy data-center spending and rising competition.

Elyxium Wealth LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 164.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 54,897 shares of the software giant's stock after buying an additional 34,129 shares during the period. Microsoft makes up about 2.2% of Elyxium Wealth LLC's investment portfolio, making the stock its 9th largest position. Elyxium Wealth LLC's holdings in Microsoft were worth $20,478,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Auto Owners Insurance Co boosted its position in Microsoft by 56,160.8% during the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock worth $29,073,486,000 after purchasing an additional 60,009,531 shares during the period. Amundi grew its stake in Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after purchasing an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in shares of Microsoft by 10.5% in the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock worth $10,852,884,000 after buying an additional 2,784,809 shares during the last quarter. Fisher Asset Management LLC increased its position in shares of Microsoft by 1.8% in the 4th quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock worth $12,235,785,000 after purchasing an additional 458,014 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its stake in Microsoft by 64.3% during the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock valued at $8,982,083,000 after buying an additional 9,493,778 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Down 1.3%

Shares of Microsoft stock opened at $509.22 on Tuesday. The business's fifty day moving average price is $480.07 and its two-hundred day moving average price is $427.02. The company has a market capitalization of $3.78 trillion, a P/E ratio of 28.35, a PEG ratio of 1.66 and a beta of 1.11. 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 Corporation has a 1-year low of $349.20 and a 1-year 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 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analysts' expectations 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 last year, the company earned $3.65 EPS. As a group, research analysts forecast that Microsoft Corporation will post 19.62 EPS for the current year.

Microsoft Increases Dividend

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

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares of the company's stock, 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. In the last quarter, insiders have sold 143,009 shares of company stock worth $71,420,699. Company insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

MSFT has been the subject of a number of research reports. Raymond James Financial downgraded shares of Microsoft from a "moderate buy" rating to a "strong sell" rating in a report on Wednesday, September 23rd. Needham & Company LLC began coverage on shares of Microsoft in a research report on Wednesday, September 23rd. They issued a "buy" rating on the stock. DA Davidson reaffirmed a "buy" rating and issued a $550.00 price target on shares of Microsoft in a report on Thursday, July 30th. Benchmark reiterated a "buy" rating on shares of Microsoft in a research note on Friday, July 24th. Finally, Scotiabank reissued an "outperform" rating and issued a $510.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-three equities research 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 data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $569.29.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled a redesigned Copilot experience featuring integrated Office tools, Chat, Cowork and Autopilot capabilities. Jefferies said the products create potential usage-based revenue streams, while analysts expect enterprise adoption to build gradually. Microsoft's Autopilot opens new AI revenue path
• Positive Sentiment: The Copilot overhaul is positioned as a stronger competitive response to Anthropic’s Claude. Microsoft also added GitHub’s coding engine to Copilot, allowing office workers to create applications and dashboards using natural-language instructions, potentially expanding paid AI usage. Microsoft puts GitHub coding engine inside Copilot
• Positive Sentiment: JPMorgan reaffirmed its Buy rating, and William Blair maintained a bullish view based on Copilot monetization potential and Microsoft’s expanding enterprise AI platform. Azure’s reported scale and backlog also support the long-term investment case. Microsoft Buy rating backed by Copilot monetization
• Neutral Sentiment: Microsoft is extending AI partnerships, including a Nokia collaboration that combines Nokia’s telecommunications data with Microsoft Fabric for AI-driven network operations. The opportunity could broaden cloud demand, although financial benefits are not yet quantified. Nokia and Microsoft expand their AI reach
• Neutral Sentiment: TTEC Digital’s 11th consecutive Microsoft AI Business Solutions Inner Circle award highlights the strength of Microsoft’s partner ecosystem, but the recognition is not expected to materially affect near-term revenue. TTEC Digital earns Microsoft AI award
• Negative Sentiment: Reported AI usage shows a sizable regional gap—28.8% in the Global North versus 16.2% in the Global South—raising questions about the pace and breadth of Copilot adoption. Microsoft AI adoption gap
• Negative Sentiment: Meta is moving deeper into enterprise software, creating another competitive threat to Microsoft’s productivity, cloud and AI offerings. Meanwhile, additional layoffs and restructuring may reinforce concerns about execution and workforce disruption. Meta puts Microsoft on notice
• Negative Sentiment: Plans to more than triple data-center capacity by 2032 could support Azure growth but require enormous capital investment, increasing pressure to convert AI demand into cash flow and profits. Investor questions about AI subsidies and regulation add further uncertainty. Microsoft data center expansion

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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