Microsoft Corporation $MSFT Shares Purchased by M. Kulyk & Associates LLC

Key Points

• M. Kulyk & Associates increased its Microsoft stake by 10.9% in the second quarter to 52,787 shares worth approximately $19.7 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly optimistic, with 42 Buy ratings and a consensus price target of $578.73, despite Mizuho lowering its target to $490. Microsoft recently reported better-than-expected quarterly earnings and 17.7% year-over-year revenue growth.
• Microsoft raised its quarterly dividend to $0.98 per share, representing an annualized payout of $3.92 and a 0.7% yield. Meanwhile, insiders—including CEOs Satya Nadella and Judson Althoff—sold shares valued at approximately $71.4 million over the past 90 days.

M. Kulyk & Associates LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,787 shares of the software giant's stock after purchasing an additional 5,188 shares during the period. Microsoft comprises about 3.2% of M. Kulyk & Associates LLC's investment portfolio, making the stock its 6th largest position. M. Kulyk & Associates LLC's holdings in Microsoft were worth $19,690,000 as of its most recent filing with the Securities and Exchange Commission.

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

Analysts Set New Price Targets

MSFT has been the topic of several research reports. Mizuho cut their price target on Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 15th. CLSA reaffirmed an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reiterated a "buy" rating on shares of Microsoft in a report on Monday, July 20th. DA Davidson reissued a "buy" rating and set a $550.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Finally, BMO Capital Markets began coverage on shares of Microsoft in a research report on Monday. They issued an "outperform" rating for the company. Forty-two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $578.73.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction dated Tuesday, September 1st. The stock was 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 directly owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 143,009 shares of company stock valued at $71,420,699 over the last 90 days. 0.03% of the stock is owned by corporate insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft introduced Microsoft-Decision-1, an AI model it says makes decisions substantially faster than GPT-6 Sol. The launch reinforces Microsoft’s competitive position in enterprise AI and could support demand for Azure and Copilot services. Microsoft launches Microsoft-Decision-1
• Positive Sentiment: Analyst and investor commentary remains bullish on Microsoft’s AI stack, Azure acceleration, Copilot adoption and a large reported backlog. Wells Fargo reportedly raised its price target to $725, while Morgan Stanley reaffirmed a Buy rating with a $600 target. Morgan Stanley rating
• Positive Sentiment: Microsoft is attempting to revive Windows and expand on-device AI with new Nvidia-powered Surface hardware, including the premium Surface Laptop Ultra. Local AI processing could strengthen the Windows ecosystem and stimulate higher-value PC sales. Surface Laptop Ultra
• Positive Sentiment: The company is nearing a $4 trillion market capitalization after a strong earnings beat, with revenue and earnings growth continuing to support the recent rally. The next major test is Microsoft’s expected October 28 earnings report. Microsoft approaches $4 trillion valuation
• Neutral Sentiment: Microsoft’s new Xbox division, focused on film, television, events and theme parks, could expand the reach of its gaming franchises, although the strategy is unlikely to materially affect near-term financial results. Microsoft forms new Xbox unit
• Negative Sentiment: The U.S. suspension of Microsoft’s PERM green-card sponsorship program creates hiring and retention uncertainty, particularly for specialized AI and engineering workers. Investors are weighing potential compliance costs and the risk of an “AI brain drain.” U.S. suspends Microsoft green-card program
• Negative Sentiment: Italy launched an EU-backed antitrust investigation into Microsoft-owned game companies over virtual currencies, adding regulatory risk to the gaming business. Italy gaming investigation

Microsoft Stock Up 2.4%

MSFT opened at $535.07 on Friday. The company's 50-day moving average is $501.15 and its 200 day moving average is $434.73. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm has a market capitalization of $3.97 trillion, a P/E ratio of 29.79, a PEG ratio of 1.68 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 posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion for 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%. Microsoft's revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.65 EPS. Research analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio is currently 20.27%.

Microsoft Company 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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