Microsoft Corporation $MSFT Stock Acquired by Elevation Wealth Management LLC

Key Points

• Elevation Wealth Management increased its Microsoft position by 11.1% in the second quarter, bringing its holdings to 11,921 shares worth approximately $4.45 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported fiscal Q1 revenue of $92.28 billion and adjusted EPS of $4.89, beating estimates, with Azure revenue rising 48% to about $33.2 billion. Strong cloud and AI demand has led several analysts to raise price targets.
• Microsoft’s shares opened at $530.14, while the company raised its quarterly dividend to $0.98 per share. Investors are also weighing the scale of planned AI and data-center spending, including a potential $25 billion bond issuance and concerns about capital requirements.

Elevation Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,921 shares of the software giant's stock after purchasing an additional 1,189 shares during the quarter. Microsoft comprises 3.3% of Elevation Wealth Management LLC's holdings, making the stock its 5th largest holding. Elevation Wealth Management LLC's holdings in Microsoft were worth $4,447,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Plan A Wealth LLC increased its stake in shares of Microsoft by 2.9% in the 2nd quarter. Plan A Wealth LLC now owns 7,066 shares of the software giant's stock valued at $2,636,000 after acquiring an additional 202 shares in the last quarter. BAM Wealth Management LLC increased its position in Microsoft by 7.0% in the 2nd quarter. BAM Wealth Management LLC now owns 8,505 shares of the software giant's stock valued at $3,173,000 after buying an additional 556 shares in the last quarter. Mann Financial Group Inc. raised its stake in Microsoft by 1.3% during the 2nd quarter. Mann Financial Group Inc. now owns 1,921 shares of the software giant's stock worth $717,000 after buying an additional 25 shares during the period. Box Hill Private Wealth LLC raised its stake in Microsoft by 0.5% during the 2nd quarter. Box Hill Private Wealth LLC now owns 4,272 shares of the software giant's stock worth $1,593,000 after buying an additional 21 shares during the period. Finally, Three Seasons Wealth LLC raised its stake in Microsoft by 916.5% during the 2nd quarter. Three Seasons Wealth LLC now owns 86,823 shares of the software giant's stock worth $32,387,000 after buying an additional 78,282 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Key Microsoft News

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

Analysts Set New Price Targets

A number of brokerages have commented on MSFT. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research note on Thursday. UBS Group set a $700.00 target price on Microsoft in a report on Thursday. Scotiabank set a $650.00 price target on shares of Microsoft in a research report on Thursday. Evercore upgraded shares of Microsoft from an "underperform" rating to an "outperform" rating in a research note on Monday, October 5th. Finally, Citizens Jmp raised their price objective on shares of Microsoft from $550.00 to $625.00 and gave the company a "market outperform" rating in a research note on Thursday. Forty-five equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $609.54.

Insider Activity

In other Microsoft news, EVP Amy Hood sold 7,305 shares of Microsoft stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the transaction, the executive vice president owned 555,396 shares of the company's stock, valued at $302,924,086.32. This trade represents a 1.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 42,677 shares in the company, valued at $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. Over the last quarter, insiders sold 150,314 shares of company stock valued at $75,404,992. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Down 0.2%

Shares of Microsoft stock opened at $530.14 on Friday. The company has a market capitalization of $3.94 trillion, a P/E ratio of 27.67, a price-to-earnings-growth ratio of 1.67 and a beta of 1.10. The stock has a fifty day simple moving average of $512.10 and a 200 day simple moving average of $438.21. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $551.15. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.72 by $0.17. Microsoft had a net margin of 41.17% and a return on equity of 32.31%. The firm had revenue of $92.28 billion for the quarter, compared to the consensus estimate of $90.62 billion. During the same period in the previous year, the firm earned $4.13 EPS. The business's revenue for the quarter was up 18.8% compared to the same quarter last year. On average, sell-side analysts anticipate that Microsoft Corporation will post 19.66 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio is presently 20.27%.

Microsoft 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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