Microsoft Corporation $MSFT Stake Raised by Infusive Asset Management Inc.

Key Points

• Infusive Asset Management increased its Microsoft stake by 277.5% in the first quarter, owning 37,608 shares valued at approximately $13.9 million. Microsoft now represents 6.7% of the firm’s portfolio, while institutional investors collectively own 71.13% of the stock.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst expectations and representing 17.7% year-over-year revenue growth. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $558.87.
• Insiders have been net sellers: executives sold 38,572 shares worth approximately $17.8 million over the past 90 days, including CEO Judson Althoff’s sale of 10,000 shares for about $4.9 million.

Infusive Asset Management Inc. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 277.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 37,608 shares of the software giant's stock after purchasing an additional 27,646 shares during the period. Microsoft comprises about 6.7% of Infusive Asset Management Inc.'s portfolio, making the stock its largest holding. Infusive Asset Management Inc.'s holdings in Microsoft were worth $13,921,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Longfellow Investment Management Co. LLC lifted its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new stake in Microsoft in the 4th quarter worth $34,000. Timmons Wealth Management LLC purchased a new stake in Microsoft in the 4th quarter worth $36,000. Fairway Wealth LLC raised its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management acquired a new position in Microsoft during the fourth quarter worth $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares of the company's stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the business's stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $411.34, for a total transaction of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 38,572 shares of company stock worth $17,775,330. Insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

MSFT has been the topic of several research analyst reports. Stifel Nicolaus lifted their target price on shares of Microsoft from $400.00 to $450.00 and gave the company a "hold" rating in a research report on Thursday, July 30th. Dbs Bank decreased their price target on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. DZ Bank reiterated a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Wells Fargo & Company increased their target price on Microsoft from $625.00 to $650.00 and gave the company an "overweight" rating in a report on Thursday, July 30th. Finally, Cantor Fitzgerald raised their target price on Microsoft from $502.00 to $522.00 and gave the company an "overweight" rating in a research report on Monday, July 27th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $558.87.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Citi raised its Microsoft price target to $600. The upgrade follows Microsoft’s quarterly Azure performance, with analysts highlighting the 43% cloud-revenue increase and stronger-than-expected earnings as evidence that AI demand is translating into accelerating cloud growth. Citi Raises Microsoft Stock Target to $600
• Positive Sentiment: Microsoft’s custom AI chips may improve cloud economics. CEO Satya Nadella said the company’s internally developed chips can deliver efficiency gains of up to 40%. Better cost and energy efficiency could help Microsoft support AI workloads while protecting Azure margins. Microsoft Custom AI Chips Improve Efficiency
• Positive Sentiment: Azure is expanding in India. Microsoft opened a major Hyderabad data-center region and is committing approximately $20.5 billion to its Indian cloud and AI operations. Early customers include Adani Group and HDFC Bank, supporting the case for long-term international Azure growth. Microsoft Opens Largest India Data Center Hub
• Positive Sentiment: Fundamentals and institutional support remain strong. Microsoft recently exceeded quarterly revenue and EPS expectations, while Bill Ackman’s Pershing Square holds a reported $2.4 billion MSFT position. Scotiabank also raised its fiscal 2027 EPS estimate and maintained an Outperform rating. Bill Ackman Microsoft Stake
• Neutral Sentiment: AI demand is powerful but concentrated. Reports suggest OpenAI may account for a substantial portion of Microsoft’s AI sales, creating both a major growth engine and customer-concentration risk. Microsoft’s large AI backlog also does not guarantee equivalent future profitability.
• Negative Sentiment: Spending, margins and valuation remain concerns. Rising data-center capital expenditures and lower cloud gross margins could pressure cash flow if AI infrastructure costs grow faster than revenue. After the sharp post-earnings rally, the stock is also more vulnerable to profit-taking or disappointing guidance.
• Negative Sentiment: Insider sales and securities litigation add headline risk. CEO Judson Althoff sold 10,000 shares for roughly $4.9 million, and multiple law firms are publicizing a securities class action with an August 11 lead-plaintiff deadline. These developments do not establish wrongdoing but may weigh on near-term sentiment.

Microsoft Stock Performance

NASDAQ MSFT opened at $499.99 on Monday. The stock's fifty day moving average is $404.86 and its two-hundred day moving average is $406.59. The firm has a market capitalization of $3.71 trillion, a P/E ratio of 27.84, a price-to-earnings-growth ratio of 1.61 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. 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 issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the company earned $3.65 EPS. The company's revenue for the quarter was up 17.7% on a year-over-year basis. On average, research analysts anticipate that Microsoft Corporation will post 19.58 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Microsoft Company 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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