Microsoft Corporation $MSFT Stock Acquired by Mindset Wealth Management LLC

Key Points

• Mindset Wealth Management increased its Microsoft position by 22.6% in the second quarter, bringing its holdings to 6,262 shares valued at approximately $2.34 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 43 Buy ratings, four Holds and one Sell; Microsoft has a consensus rating of “Moderate Buy” and an average price target of $570.62.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, beating expectations, while revenue grew 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, implying an annualized yield of about 0.8%.

Mindset Wealth Management LLC grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 22.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,262 shares of the software giant's stock after acquiring an additional 1,153 shares during the quarter. Microsoft accounts for 0.4% of Mindset Wealth Management LLC's portfolio, making the stock its 21st biggest holding. Mindset Wealth Management LLC's holdings in Microsoft were worth $2,336,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of Microsoft by 4.0% in the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock valued at $85,604,000 after acquiring an additional 8,773 shares during the last quarter. Markel Group Inc. increased its stake in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after acquiring an additional 1,950 shares during the last quarter. Bessemer Group Inc. raised its position in Microsoft by 8.4% during the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock valued at $2,562,197,000 after purchasing an additional 537,634 shares during the period. Taylor Securities Services Inc. purchased a new stake in Microsoft during the fourth quarter valued at approximately $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. lifted its stake in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after purchasing an additional 788,297 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

MSFT has been the topic of several analyst reports. Cantor Fitzgerald boosted their target price on Microsoft from $522.00 to $608.00 and gave the company an "overweight" rating in a research report on Monday, September 21st. Oppenheimer raised their price target on Microsoft from $515.00 to $570.00 and gave the stock an "outperform" rating in a research report on Tuesday, September 22nd. UBS Group assumed coverage on shares of Microsoft in a research note on Wednesday, September 23rd. They set a "buy" rating for the company. Barclays reduced their target price on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. Finally, Jefferies Financial Group reaffirmed a "buy" rating on shares of Microsoft in a research note on Monday, September 21st. Forty-three analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $570.62.

Microsoft Stock Up 0.8%

NASDAQ:MSFT opened at $512.90 on Thursday. The company has a market cap of $3.81 trillion, a price-to-earnings ratio of 28.56, a price-to-earnings-growth ratio of 1.64 and a beta of 1.11. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The stock has a fifty day simple moving average of $484.74 and a 200-day simple moving average of $428.53.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 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 analysts' expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business's revenue for the quarter was up 17.7% on a year-over-year basis. During the same period in the prior year, the business posted $3.65 earnings per share. Analysts anticipate that Microsoft Corporation will post 19.62 EPS for the current year.

Microsoft Increases Dividend

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

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 100,447 shares of the company's stock, valued at $49,007,086.83. This represents 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 available through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on 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 directly owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is owned by insiders.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Piper Sandler raised its price target to $610 from $550 and maintained an Overweight rating, citing improving estimates for Microsoft’s commercial cloud business and potential revenue from the new E7 enterprise licensing tier. Why is Microsoft stock up on Wednesday?
• Positive Sentiment: Microsoft’s revamped Copilot is becoming more enterprise-focused, while usage-based billing expected to begin in November could simplify adoption and improve monetization. Analysts also see potential for paid Copilot seats to continue expanding rapidly. What a Revamped Copilot Means for Microsoft Stock
• Positive Sentiment: Microsoft is bringing OpenAI’s autonomous “Dots” agents into its enterprise security and governance framework, strengthening its position in workplace AI. A long-term Xbox publishing agreement with Take-Two also supports the gaming ecosystem. Microsoft Brings OpenAI’s Autonomous Dots AI Workers Into the Enterprise
• Neutral Sentiment: Microsoft has delivered a substantial quarterly rally, but its valuation remains below its recent average P/E despite strong Azure growth, expanding Copilot demand and a sizable commercial backlog. This leaves room for additional upside, although expectations are already elevated. How Much Upside Is Left In Microsoft Stock?
• Negative Sentiment: Investors remain concerned that surging AI infrastructure spending could outpace free cash flow before Azure and Copilot returns fully materialize. Microsoft also warns that AI agents may weaken traditional software pricing power and customer loyalty. The AI Revolution Could Be Microsoft’s Next Trillion-Dollar Opportunity

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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