Microsoft Corporation $MSFT Stake Boosted by Tailwinds Wealth LLC

Key Points

• Tailwinds Wealth LLC increased its Microsoft stake by 86.2% in the second quarter to 8,061 shares valued at approximately $3.0 million. Institutional investors collectively own 71.13% of Microsoft, although insiders sold about $10.1 million of stock over the past 90 days.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74, exceeding analyst expectations. Azure and AI momentum, including heavy data-center investment and potential new AI partnerships, continue to support the growth outlook.
• Shares opened at $513.53 with a $3.81 trillion market capitalization, while analysts maintain a “Moderate Buy” consensus and an average price target of $560.27. However, some analysts caution that the recent valuation rerating may be largely complete, leaving the stock vulnerable to profit-taking if cloud and AI growth expectations weaken.

Tailwinds Wealth LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 86.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,061 shares of the software giant's stock after purchasing an additional 3,732 shares during the quarter. Microsoft comprises 1.8% of Tailwinds Wealth LLC's portfolio, making the stock its 11th largest position. Tailwinds Wealth LLC's holdings in Microsoft were worth $3,007,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also made changes to their positions in the company. Markel Group Inc. increased its holdings in shares of Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock valued at $199,014,000 after purchasing an additional 1,950 shares during the period. Bessemer Group Inc. lifted its holdings in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after purchasing an additional 537,634 shares during the period. Taylor Securities Services Inc. acquired a new stake in Microsoft in the fourth quarter worth about $2,616,000. Werba Rubin Papier Wealth Management grew its position in Microsoft by 15.7% in the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after buying an additional 1,698 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. grew its position in Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after buying an additional 788,297 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insiders Place Their Bets

In related 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 value of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction dated Tuesday, August 4th. The stock was 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 in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 21,810 shares of company stock worth $10,110,874 over the last ninety days. 0.03% of the stock is owned by insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
• Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
• Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
• Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
• Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
• Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $513.53 on Monday. The stock has a market capitalization of $3.81 trillion, a price-to-earnings ratio of 28.59, a PEG ratio of 1.65 and a beta of 1.10. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The company has a 50 day moving average price of $430.87 and a 200 day moving average price of $412.43.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the previous year, the business posted $3.65 earnings per share. The firm's quarterly revenue was up 17.7% compared to the same quarter last year. On average, research analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is 20.27%.

Analyst Ratings Changes

MSFT has been the topic of a number of recent analyst reports. Truist Financial restated a "buy" rating and set a $575.00 price target on shares of Microsoft in a research report on Wednesday, July 22nd. Evercore set a $528.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Argus lowered their price objective on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating on the stock in a research note on Friday, July 10th. UBS Group set a $525.00 target price on Microsoft in a report on Thursday, July 30th. Finally, TD Cowen restated a "buy" rating and issued a $540.00 target price on shares of Microsoft in a research 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 company. According to MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and an average target price of $560.27.

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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