Microsoft Corporation $MSFT Stock Acquired by Mosaic Family Wealth Partners LLC

Key Points

• Mosaic Family Wealth Partners increased its Microsoft holdings by 80.9% in the second quarter, adding 11,679 shares to own 26,109 shares valued at approximately $9.7 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, surpassing estimates, with revenue rising 17.7% year over year. The company also raised its quarterly dividend to $0.98 per share, producing an annualized yield of 0.8%.
• Analysts maintain a generally bullish view, with 43 Buy ratings, four Holds and one Sell, and a consensus price target of $571.18. However, Microsoft insiders sold roughly $71.4 million of stock over the past three months, while investors continue to weigh AI spending and valuation risks.

Mosaic Family Wealth Partners LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 80.9% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 26,109 shares of the software giant's stock after buying an additional 11,679 shares during the quarter. Microsoft comprises 0.7% of Mosaic Family Wealth Partners LLC's investment portfolio, making the stock its 19th largest position. Mosaic Family Wealth Partners LLC's holdings in Microsoft were worth $9,738,000 as of its most recent SEC filing.

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

Microsoft Price Performance

Shares of MSFT opened at $517.53 on Friday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm's 50-day simple moving average is $490.08 and its two-hundred day simple moving average is $429.97. The stock has a market cap of $3.84 trillion, a PE ratio of 28.82, a price-to-earnings-growth ratio of 1.66 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 (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period last year, the business earned $3.65 earnings per share. The business's revenue was up 17.7% on a year-over-year basis. Analysts anticipate that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Analyst Ratings Changes

A number of equities analysts recently issued reports on the stock. DA Davidson reissued a "buy" rating and issued a $550.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Barclays cut their price objective on Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a research report on Thursday, July 30th. Tigress Financial upped their target price on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Royal Bank Of Canada reissued an "outperform" rating on shares of Microsoft in a research report on Thursday, September 10th. Finally, Phillip Securities cut Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research note on Monday, August 3rd. Forty-three research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $571.18.

Insider Buying and Selling

In other news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the company's stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 143,009 shares of company stock worth $71,420,699 over the last three months. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about Microsoft

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

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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.