Microsoft Corporation $MSFT Shares Purchased by Isthmus Partners LLC

Key Points

• Isthmus Partners increased its Microsoft stake by 6.3% in the second quarter to 50,363 shares valued at approximately $18.8 million, making MSFT its 11th-largest holding. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year to $90.01 billion and EPS of $4.74, exceeding expectations. Analysts remain bullish on Azure and AI growth, with a consensus “Moderate Buy” rating and an average price target of $564.27.
• The company plans a major data-center expansion to support rising AI and cloud demand, but the buildout could pressure capital spending, free cash flow and returns. Meanwhile, insiders have sold more than 101,000 shares worth roughly $50.7 million over the past 90 days.

Isthmus Partners LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 50,363 shares of the software giant's stock after purchasing an additional 2,972 shares during the period. Microsoft accounts for about 1.8% of Isthmus Partners LLC's investment portfolio, making the stock its 11th largest position. Isthmus Partners LLC's holdings in Microsoft were worth $18,786,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft during the fourth quarter worth about $34,000. Frankly Finances LLC acquired a new stake in Microsoft in the 2nd quarter worth about $35,000. Timmons Wealth Management LLC purchased a new stake in Microsoft in the 4th quarter valued at about $36,000. Finally, Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after acquiring an additional 66 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the company's 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 in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 101,335 shares of company stock valued at $50,655,795 over the last ninety days. Corporate insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on MSFT shares. Stifel Nicolaus increased their price target on shares of Microsoft from $450.00 to $530.00 and gave the stock a "hold" rating in a research note on Friday, September 4th. UBS Group set a $525.00 price objective on Microsoft in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of Microsoft in a report on Monday, July 20th. TD Cowen reiterated a "buy" rating and set a $540.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Finally, Morgan Stanley restated an "overweight" rating on shares of Microsoft in a report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $564.27.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $495.63 on Monday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The business has a 50 day moving average price of $455.85 and a two-hundred day moving average price of $419.40. The firm has a market cap of $3.68 trillion, a PE ratio of 27.60, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11.

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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. During the same period in the prior year, the business posted $3.65 EPS. The business's revenue was up 17.7% on a year-over-year basis. Sell-side analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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.