Microsoft Corporation $MSFT Stock Acquired by LiftPoint Family Wealth Advisors LLC

Key Points

• LiftPoint Family Wealth Advisors increased its Microsoft stake by 57.2% in the second quarter, holding 3,133 shares valued at approximately $1.17 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported stronger-than-expected quarterly results, with $4.74 in earnings per share and $90.01 billion in revenue, up 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share.
• Analyst sentiment remains broadly positive, with 43 Buy ratings and a consensus “Moderate Buy” rating, though insiders sold roughly $71.4 million of stock recently and analysts continue to flag AI spending and valuation risks.

LiftPoint Family Wealth Advisors LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 57.2% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,133 shares of the software giant's stock after buying an additional 1,140 shares during the period. Microsoft makes up approximately 0.8% of LiftPoint Family Wealth Advisors LLC's holdings, making the stock its 9th largest position. LiftPoint Family Wealth Advisors LLC's holdings in Microsoft were worth $1,169,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in MSFT. Frankly Finances LLC purchased a new position in shares of Microsoft in the 2nd quarter valued at approximately $35,000. Fiduciary Advisors Inc. grew its position in Microsoft by 37.4% in the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after buying an additional 34 shares during the last quarter. MidAtlantic Capital Management Inc. acquired a new position in Microsoft in the 4th quarter valued at $59,000. Glynn Capital Management LLC raised its position in Microsoft by 34.2% during the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after buying an additional 65 shares during the last quarter. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of Microsoft in the 4th quarter worth $101,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insiders Place Their Bets

In other Microsoft news, EVP Amy Hood sold 41,674 shares of Microsoft stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $498.27, for a total value of $20,764,903.98. Following the completion of the sale, the executive vice president owned 533,624 shares in the company, valued at $265,888,830.48. The trade was a 7.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 143,009 shares of company stock worth $71,420,699 in the last three months. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $517.53 on Friday. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm has a market cap of $3.84 trillion, a PE ratio of 28.82, a P/E/G ratio of 1.65 and a beta of 1.10. The firm has a 50 day simple moving average of $490.08 and a 200-day simple moving average of $429.97. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced 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. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the business earned $3.65 earnings per share. On average, equities analysts expect that Microsoft Corporation will post 19.62 EPS for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders 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 dividend yield of 0.8%. This is a positive change from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. Microsoft's payout ratio is 20.27%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI demand remain the primary catalyst. Investor data and analyst commentary point to accelerating Azure demand, while Microsoft’s recent earnings showed its fastest cloud growth in four years. The improving demand is helping ease concerns that the company’s substantial AI infrastructure spending will not generate adequate returns. Ca$htag: MSFT Azure Cloud Drives Soaring Demand
• Positive Sentiment: Wells Fargo added Microsoft to its Q4 Tactical Ideas list and raised its price target to $725, citing Azure’s growth potential and the prospect of improved AI monetization through Copilot. The action adds to a series of bullish analyst revisions; one report noted that 52 analysts covering Microsoft currently have no sell ratings. With Azure as a Catalyst, Microsoft Is Positioned for Sustained Growth
• Positive Sentiment: Microsoft’s OpenAI relationship provides potential additional value. Investors are increasingly focused on Microsoft’s stake and commercial partnership with OpenAI, particularly ahead of a possible OpenAI initial public offering that could provide a market reference for the investment. OpenAI’s Future IPO Keeps Me Buying Microsoft
• Positive Sentiment: Microsoft introduced new real-time AI speech models for customer-service agents, multilingual assistants and voice interfaces. The products broaden Microsoft’s enterprise AI offering and could support additional cloud consumption and software revenue. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Neutral Sentiment: Investors are awaiting Microsoft’s October 7 Surface and Windows event. New hardware or Windows updates could support the ecosystem, although the event has not yet produced a material earnings catalyst. Microsoft Stock Notches Up Ahead of the Surface Show
• Negative Sentiment: Risks include heavy AI capital spending, valuation concerns and broader market concentration. Critics argue that rising data-center capacity could pressure compute pricing and returns, while strategists warn that a market correction could disproportionately affect megacap technology stocks. Microsoft’s dividend remains affordable, but AI infrastructure spending and lease commitments could limit future dividend growth. Morgan Stanley Strategist Sees Market Drawdown Potential

Analyst Ratings Changes

A number of research analysts have recently issued reports on MSFT shares. KeyCorp reiterated an "overweight" rating on shares of Microsoft in a research note on Thursday, September 3rd. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of Microsoft in a report on Monday, September 28th. Oppenheimer boosted their target price on Microsoft from $515.00 to $570.00 and gave the stock an "outperform" rating in a research report on Tuesday, September 22nd. Wolfe Research downgraded Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday, September 23rd. Finally, DA Davidson reissued a "buy" rating and issued a $550.00 price target on shares of Microsoft in a report on Thursday, July 30th. Forty-three analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $571.18.

About Microsoft

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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