Microsoft Corporation $MSFT Stake Raised by Coastwise Capital Group LLC

Coastwise Capital Group LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,783 shares of the software giant's stock after purchasing an additional 1,313 shares during the quarter. Microsoft accounts for approximately 3.4% of Coastwise Capital Group LLC's investment portfolio, making the stock its 8th largest position. Coastwise Capital Group LLC's holdings in Microsoft were worth $5,887,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. WFA Asset Management Corp grew its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its holdings in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. grew its stake in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its stake in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction on 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 completion of the transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction dated Tuesday, August 4th. The shares were 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 sold 101,335 shares of company stock worth $50,655,795 in the last 90 days. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $493.95 on Wednesday. The company has a 50 day moving average price of $449.56 and a 200 day moving average price of $417.29. The firm has a market capitalization of $3.67 trillion, a P/E ratio of 27.50, a PEG ratio of 1.61 and a beta of 1.11. 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 52 week low of $349.20 and a 52 week high of $553.72.

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

Analysts Set New Price Targets

MSFT has been the subject of several research reports. Phillip Securities downgraded Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Cantor Fitzgerald raised their target price on shares of Microsoft from $502.00 to $522.00 and gave the company an "overweight" rating in a research report on Monday, July 27th. Weiss Ratings upgraded Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Finally, Royal Bank Of Canada reiterated an "outperform" rating and issued a $640.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $564.27.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure is generating more than a $100 billion annualized revenue run rate and reorganized reporting around AI infrastructure and agents. Greater Azure transparency and accelerating demand could support revenue visibility and investor confidence. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is positioned at the center of a projected multitrillion-dollar AI infrastructure buildout, with Azure demand, large customer commitments, and its partnership with NVIDIA potentially creating a long-term growth opportunity. Nvidia, Microsoft at Center of $7 Trillion AI Boom
• Neutral Sentiment: Analysts remain broadly constructive, with recent buy or overweight ratings and a reported median price target of $540. However, the stock’s sharp advance and proximity to its prior high make continued gains dependent on cash-flow conversion and the payoff from heavy AI investment. Microsoft Stock Opinions on Recent Earnings and Business Reorganization
• Negative Sentiment: Two additional lawsuits from news organizations over the use of news content in AI training increase legal uncertainty around Microsoft’s OpenAI relationship and could create financial, reputational, or operational costs. Microsoft's OpenAI Partnership Draws Fresh Legal Fire
• Negative Sentiment: Microsoft’s effort to measure the “useful yield” produced by each AI infrastructure dollar and watt highlights investor concerns about whether massive data-center spending will generate adequate returns. The scrutiny could pressure sentiment toward Microsoft and key supplier NVIDIA. Microsoft’s Useful Yield Test Raises the Stakes for NVIDIA’s AI Economics
• Negative Sentiment: Recent reports also cite insider selling, including sales by Chief Executive Officer Satya Nadella, while separate reports of Outlook and Microsoft 365 service disruptions add modest execution and reliability concerns. Microsoft's OpenAI Partnership Draws Fresh Legal Fire

About Microsoft

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.

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