Microsoft Corporation $MSFT Stock Acquired by LFG Wealth Partners LLC

Key Points

• LFG Wealth Partners increased its Microsoft position by 9.1% in the second quarter, ending with 27,977 shares valued at approximately $10.4 million. Microsoft represents 4.9% of the firm’s portfolio, while institutional investors collectively own 71.13% of the stock.
• Microsoft reported strong quarterly results, with revenue rising 17.7% year over year to $90.01 billion and EPS of $4.74, surpassing estimates. Analysts maintain a “Moderate Buy” consensus with an average price target of $571.18, supported by Azure growth and AI monetization.
• Key risks include elevated valuation, heavy AI infrastructure spending and insider selling. Executives sold more than $71.4 million of shares over the past three months, while leadership departures and concerns about AI investment returns add uncertainty.

LFG Wealth Partners LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,977 shares of the software giant's stock after acquiring an additional 2,337 shares during the quarter. Microsoft accounts for 4.9% of LFG Wealth Partners LLC's portfolio, making the stock its 5th biggest holding. LFG Wealth Partners LLC's holdings in Microsoft were worth $10,436,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Auto Owners Insurance Co lifted its position in Microsoft by 56,160.8% during the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant's stock valued at $29,073,486,000 after purchasing an additional 60,009,531 shares during the last quarter. Corient Private Wealth LLC grew its stake in shares of Microsoft by 234.5% in the 4th quarter. Corient Private Wealth LLC now owns 17,822,280 shares of the software giant's stock worth $8,619,211,000 after buying an additional 12,493,786 shares in the last quarter. Amundi increased its holdings in shares of Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after buying an additional 9,814,598 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after buying an additional 9,493,778 shares during the last quarter. Finally, Diamant Asset Management Inc. raised its position in shares of Microsoft by 38,442.1% during the 1st quarter. Diamant Asset Management Inc. now owns 6,810,388 shares of the software giant's stock valued at $2,521,001,000 after buying an additional 6,792,718 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism is supporting MSFT. Wells Fargo added Microsoft to its Q4 Tactical Ideas list and reportedly raised its price target to $725, citing accelerating Azure growth and improving Copilot monetization. The bullish calls follow Microsoft’s strongest quarterly performance in decades and reflect growing confidence that AI spending is translating into revenue. What's Going On With Microsoft Stock?
• Positive Sentiment: New real-time AI voice models expand Microsoft’s addressable market. Microsoft launched three speech and transcription models, including MAI-Transcribe-2-Streaming, which can begin responding in roughly 320 milliseconds. The technology targets contact centers, multilingual assistants, live captions and other enterprise voice applications, potentially creating additional demand for Microsoft’s AI platform and cloud services. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Positive Sentiment: Recent performance reinforces the AI growth narrative. Microsoft shares gained about 38% during the third quarter after earnings showed the fastest Azure growth in four years, driven by strong AI demand. Investors also point to expanding Copilot adoption, enterprise licensing opportunities and continued integration of AI agents into Microsoft’s software ecosystem. MSFT Stock Rallies 38% as Wall Street Sees Microsoft’s AI Spending Pay Off
• Neutral Sentiment: Microsoft is experiencing senior leadership turnover. LinkedIn chief Ryan Roslansky and Microsoft Science president Peter Lee are expected to depart. Roslansky’s exit follows nearly 18 years with LinkedIn and Microsoft and adds to ongoing changes in the company’s AI leadership structure. Former LinkedIn chief Roslansky to leave Microsoft
• Negative Sentiment: Valuation and investment intensity remain key risks. Some commentary argues that Microsoft’s rally has increased reliance on a higher valuation multiple, while AI infrastructure spending may outpace free cash flow if compute prices decline or monetization disappoints. These concerns could limit upside even as Azure demand remains strong. The AI Revolution Could Be Microsoft’s Next Trillion-Dollar Opportunity

Analyst Ratings Changes

MSFT has been the subject of several recent research reports. Phillip Securities lowered Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Raymond James Financial downgraded Microsoft from a "moderate buy" rating to a "strong sell" rating in a research report on Wednesday, September 23rd. Rothschild & Co Redburn set a $440.00 price objective on Microsoft in a research note on Monday, September 21st. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a report on Thursday, July 30th. Finally, Barclays cut their target price on Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. Forty-three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $571.18.

Insider Activity at Microsoft

In other Microsoft news, EVP Amy Hood sold 41,674 shares of the company's stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the transaction, the executive vice president directly owned 533,624 shares in the company, valued at $265,888,830.48. This represents a 7.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction that occurred on 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 directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 143,009 shares of company stock valued at $71,420,699. Company insiders own 0.03% of the company's stock.

Microsoft Trading Down 0.0%

Shares of NASDAQ MSFT opened at $512.80 on Friday. 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 business's 50 day moving average price is $487.37 and its 200-day moving average price is $429.36. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The company has a market cap of $3.81 trillion, a price-to-earnings ratio of 28.55, a PEG ratio of 1.65 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data 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. The company had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft's revenue was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.65 EPS. On average, sell-side analysts expect that Microsoft Corporation will post 19.62 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft's payout ratio is presently 20.27%.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft's productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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