Microsoft Corporation $MSFT Shares Purchased by Three Seasons Wealth LLC

Key Points

• Three Seasons Wealth LLC increased its Microsoft stake by 916.5% in the second quarter, bringing its holdings to 86,823 shares valued at approximately $32.4 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly earnings of $4.89 per share on $92.28 billion in revenue, beating analyst expectations, while revenue increased 18.8% year over year.
• Microsoft raised its quarterly dividend from $0.91 to $0.98 per share, equivalent to an annualized dividend of $3.92 and a yield of roughly 0.7%; analysts maintain a “Moderate Buy” consensus with an average price target of $609.54.

Three Seasons Wealth LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 916.5% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 86,823 shares of the software giant's stock after acquiring an additional 78,282 shares during the quarter. Microsoft makes up 3.0% of Three Seasons Wealth LLC's portfolio, making the stock its 4th largest holding. Three Seasons Wealth LLC's holdings in Microsoft were worth $32,387,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Shum Financial Group Inc. lifted its position in Microsoft by 4.8% during the 2nd quarter. Shum Financial Group Inc. now owns 12,956 shares of the software giant's stock valued at $4,833,000 after purchasing an additional 591 shares during the period. Legacy Wealth Managment LLC ID grew its position in shares of Microsoft by 34.7% during the 2nd quarter. Legacy Wealth Managment LLC ID now owns 1,959 shares of the software giant's stock worth $731,000 after buying an additional 505 shares during the period. Lord & Richards Wealth Management LLC grew its position in shares of Microsoft by 2.4% during the 2nd quarter. Lord & Richards Wealth Management LLC now owns 5,613 shares of the software giant's stock worth $2,094,000 after buying an additional 134 shares during the period. LifePlan Investment Advisors Inc. raised its stake in shares of Microsoft by 6.6% during the second quarter. LifePlan Investment Advisors Inc. now owns 3,557 shares of the software giant's stock worth $1,327,000 after buying an additional 220 shares during the last quarter. Finally, Rogco LP raised its stake in shares of Microsoft by 1.6% during the second quarter. Rogco LP now owns 10,438 shares of the software giant's stock worth $3,894,000 after buying an additional 160 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

Shares of MSFT stock opened at $530.14 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $551.15. The firm has a market capitalization of $3.94 trillion, a price-to-earnings ratio of 27.67, a price-to-earnings-growth ratio of 1.67 and a beta of 1.10. 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 firm has a fifty day moving average of $512.10 and a 200-day moving average of $438.21.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, beating analysts' consensus estimates of $4.72 by $0.17. The business had revenue of $92.28 billion during the quarter, compared to analysts' expectations of $90.62 billion. Microsoft had a net margin of 41.17% and a return on equity of 32.31%. The firm's quarterly revenue was up 18.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.13 EPS. On average, equities research analysts forecast that Microsoft Corporation will post 19.66 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be paid a $0.98 dividend. The ex-dividend date of this dividend 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 payout ratio is presently 20.27%.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Amy Hood sold 7,305 shares of Microsoft stock in a transaction dated Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total value of $3,984,293.10. Following the transaction, the executive vice president owned 555,396 shares in the company, valued at $302,924,086.32. This trade represents a 1.30% 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 have sold 150,314 shares of company stock valued at $75,404,992 over the last ninety days. 0.03% of the stock is owned by insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q1 revenue of $92.28 billion and adjusted earnings of $4.89 per share, exceeding analyst estimates. Revenue grew 18.8% year over year, while Azure revenue surged 48% to approximately $33.2 billion, reinforcing the company’s position as a leading beneficiary of enterprise AI adoption. Microsoft beats quarterly cloud revenue estimates
• Positive Sentiment: Strong cloud growth, a $677 billion commercial backlog and expanding Copilot and AI-agent adoption have prompted several analysts to raise their price targets, including Citigroup’s $680 target and RBC’s $640 target. Microsoft stock slips despite strong Azure growth
• Positive Sentiment: Microsoft generated approximately $18.6 billion in free cash flow, giving it substantially more flexibility than some rivals to fund AI investments without relying exclusively on debt. Analysts argue that the spending should be judged against the company’s cash generation and monetization potential. Microsoft Q1 capex and free cash flow
• Positive Sentiment: Microsoft is broadening Copilot distribution through education and finance-workflow integrations, while its AI-agent governance tools are attracting interest from major developers. These moves support the case for multiple long-term AI revenue streams. Microsoft expands Copilot in education
• Neutral Sentiment: Microsoft plans to issue as much as $25 billion in bonds, its first major U.S. bond sale since 2017, to support data-center and AI investment. Strong demand for the offering highlights investor confidence, but the borrowing also focuses attention on the scale of future capital requirements. Microsoft expects to raise $25 billion in bond sale
• Negative Sentiment: Capital expenditures came in below expectations, and Microsoft reduced its forecast to roughly $170 billion from $175 billion. Management attributed the shortfall to third-party chip and data-center capacity delays, but investors remain concerned that elevated spending may pressure returns and margins. AI buildout capex estimates
• Negative Sentiment: About $10 billion of quarterly revenue was tied to commercial arrangements with OpenAI, or nearly 11% of total revenue, increasing concentration and counterparty-risk concerns as the companies increasingly compete in AI services. Microsoft recorded $10 billion in revenue from OpenAI

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. Raymond James Financial set a $650.00 price objective on shares of Microsoft in a report on Thursday. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $640.00 target price on shares of Microsoft in a report on Thursday. BMO Capital Markets set a $610.00 target price on shares of Microsoft in a research report on Thursday. Bank of America increased their price target on Microsoft from $500.00 to $600.00 and gave the company a "buy" rating in a research note on Tuesday, September 1st. Finally, UBS Group set a $700.00 price target on Microsoft in a research note on Thursday. Forty-five research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average target price of $609.54.

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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