Microsoft Corporation $MSFT Stock Acquired by RPg Family Wealth Advisory LLC

Key Points

• Institutional ownership increased: RPg Family Wealth Advisory raised its Microsoft stake by 50.2% to 33,919 shares valued at $12.65 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Analysts remain bullish: Microsoft carries a “Moderate Buy” consensus rating from 48 analysts, with an average price target of $570.62; several firms recently raised their targets, including Stifel Nicolaus to $575.
• Strong results supported the stock: Microsoft reported quarterly revenue of $90.01 billion and EPS of $4.74, both above expectations, while revenue grew 17.7% year over year. The company also raised its quarterly dividend to $0.98, although insiders sold $71.4 million of shares over the past 90 days.

RPg Family Wealth Advisory LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 50.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,919 shares of the software giant's stock after purchasing an additional 11,341 shares during the quarter. Microsoft makes up 2.6% of RPg Family Wealth Advisory LLC's investment portfolio, making the stock its 5th largest holding. RPg Family Wealth Advisory LLC's holdings in Microsoft were worth $12,653,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of MSFT. Auto Owners Insurance Co raised its holdings in shares of 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 acquiring an additional 60,009,531 shares during the period. Corient Private Wealth LLC grew its position in Microsoft by 234.5% during 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 purchasing an additional 12,493,786 shares in the last quarter. Amundi raised its stake in Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after purchasing an additional 9,814,598 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Microsoft by 64.3% in the first quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock valued at $8,982,083,000 after purchasing an additional 9,493,778 shares in the last quarter. Finally, Diamant Asset Management Inc. boosted its position in shares of Microsoft by 38,442.1% in the first quarter. Diamant Asset Management Inc. now owns 6,810,388 shares of the software giant's stock worth $2,521,001,000 after buying an additional 6,792,718 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Evercore set a $528.00 price target on Microsoft in a research report on Thursday, July 30th. Stifel Nicolaus raised Microsoft from a "hold" rating to a "buy" rating and lifted their target price for the company from $530.00 to $575.00 in a research note on Tuesday, September 22nd. BMO Capital Markets upped their target price on Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a report on Thursday, July 30th. Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Finally, TD Cowen restated a "buy" rating and set a $540.00 price target on shares of Microsoft in a report on Thursday, July 30th. Forty-three investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and an average target price of $570.62.

Insider Buying and Selling at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $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 Amy Hood sold 41,674 shares of Microsoft stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the sale, the executive vice president owned 533,624 shares of the company's stock, valued at $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 143,009 shares of company stock worth $71,420,699 in the last ninety days. Insiders own 0.03% of the company's stock.

Trending Headlines about 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 Stock Performance

Shares of NASDAQ MSFT opened at $512.90 on Thursday. The business's 50-day moving average price is $484.74 and its two-hundred day moving average price is $428.53. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The company has a market capitalization of $3.81 trillion, a P/E ratio of 28.56, a price-to-earnings-growth ratio of 1.64 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the firm posted $3.65 EPS. The business's revenue was up 17.7% compared to the same quarter last year. Analysts anticipate that Microsoft Corporation will post 19.62 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. 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 yield of 0.8%. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio is currently 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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