Microsoft Corporation $MSFT Shares Purchased by Premier Path Wealth Partners LLC

Key Points

• Premier Path Wealth Partners increased its Microsoft stake by 2.6% in the second quarter, holding 56,799 shares valued at approximately $21.2 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft exceeded quarterly expectations, reporting $4.89 in EPS and $92.28 billion in revenue, with revenue up 18.8% year over year. The company also raised its quarterly dividend to $0.98 per share, implying a 0.7% annual yield.
• Analyst sentiment remains favorable, with 44 Buy ratings, a “Moderate Buy” consensus, and an average price target of $596.07 versus the reported opening price of $531.01.

Premier Path Wealth Partners LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 56,799 shares of the software giant's stock after purchasing an additional 1,465 shares during the quarter. Microsoft makes up about 2.4% of Premier Path Wealth Partners LLC's portfolio, making the stock its 5th biggest holding. Premier Path Wealth Partners LLC's holdings in Microsoft were worth $21,187,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Barlow Wealth Partners LLC lifted its holdings in Microsoft by 0.6% during the second quarter. Barlow Wealth Partners LLC now owns 101,834 shares of the software giant's stock valued at $39,037,000 after purchasing an additional 640 shares in the last quarter. Kickstand Ventures LLC. grew its position in shares of Microsoft by 10.2% in the second quarter. Kickstand Ventures LLC. now owns 3,698 shares of the software giant's stock valued at $1,380,000 after purchasing an additional 343 shares during the period. Werlinich Asset Management LLC increased its stake in shares of Microsoft by 0.3% during the second quarter. Werlinich Asset Management LLC now owns 14,630 shares of the software giant's stock worth $5,457,000 after purchasing an additional 45 shares in the last quarter. Lakeshore Financial Planning Inc. increased its stake in shares of Microsoft by 2.3% during the second quarter. Lakeshore Financial Planning Inc. now owns 21,272 shares of the software giant's stock worth $7,936,000 after purchasing an additional 481 shares in the last quarter. Finally, Prosperitas Financial LLC raised its position in shares of Microsoft by 12.9% during the 2nd quarter. Prosperitas Financial LLC now owns 24,414 shares of the software giant's stock worth $9,107,000 after purchasing an additional 2,786 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Down 0.1%

MSFT opened at $531.01 on Thursday. 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 company's 50 day simple moving average is $511.18 and its two-hundred day simple moving average is $437.96. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $551.15. The firm has a market capitalization of $3.94 trillion, a price-to-earnings ratio of 29.57, a price-to-earnings-growth ratio of 1.68 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, topping the consensus estimate of $4.71 by $0.18. The business had revenue of $92.28 billion for the quarter, compared to analysts' expectations of $90.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business's revenue for the quarter was up 18.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.13 EPS. Analysts expect that Microsoft Corporation will post 19.66 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed 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 positive change 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 20.27%.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the business's 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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction on 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is currently owned by corporate insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported earnings of $4.89 per share versus the $4.71–$4.72 consensus and revenue of $92.28 billion, up 19% year over year and above estimates of approximately $90.6 billion. Net income increased 32%, while the company extended its streak of record quarterly revenue. Microsoft Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Azure growth accelerated to 48%, generating approximately $33.2 billion in quarterly revenue. Stronger-than-expected cloud demand suggests Microsoft’s investments in artificial intelligence and Copilot-related services are beginning to translate into significant sales and profit growth. Microsoft Azure Revenue Surges
• Neutral Sentiment: Microsoft disclosed that commercial arrangements with OpenAI produced roughly $10 billion of revenue during the quarter, highlighting the value of the partnership but also the company’s substantial financial dependence on a single AI ecosystem. Microsoft Recorded $10 Billion in Revenue From OpenAI
• Negative Sentiment: Microsoft lowered its 2026 capital-expenditure forecast to $170 billion from $175 billion, citing delays in third-party capacity. The reduction may ease cash-flow pressure, but it also raises concerns that infrastructure constraints could limit Azure growth and delay returns on AI investment. Microsoft Cuts Capex Forecast on AI Capacity Delays
• Negative Sentiment: The company is offering voluntary buyouts to roughly 60,000 employees while spending heavily on data centers. Although the effort could improve long-term efficiency, investors may view it as evidence that Microsoft is managing mounting AI-related costs. Rising interest rates also pose a valuation risk for the high-growth technology sector.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Jefferies Financial Group raised their price target on shares of Microsoft from $575.00 to $650.00 and gave the company a "buy" rating in a research note on Wednesday, October 14th. Yorkville Ives began coverage on Microsoft in a research note on Monday, October 5th. They set an "outperform" rating and a $615.00 price objective for the company. Evercore upgraded Microsoft from an "underperform" rating to an "outperform" rating in a research note on Monday, October 5th. BNP Paribas Exane cut Microsoft from a "strong-buy" rating to a "hold" rating in a report on Monday, October 5th. Finally, Mizuho raised their target price on Microsoft from $510.00 to $600.00 and gave the company an "outperform" rating in a research report on Thursday, October 15th. Forty-four equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $596.07.

About Microsoft

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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