Microsoft Corporation $MSFT Stock Bought by Perryman Financial Advisory Inc. AD

Key Points

• Perryman Financial Advisory increased its Microsoft position by 2.9% in the second quarter, holding 53,233 shares valued at approximately $19.9 million. Institutional investors collectively own 71.13% of Microsoft’s stock.
• Microsoft is emphasizing enterprise AI through a redesigned Copilot platform integrating Office, coding tools and autonomous agents. Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $569.29.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year and earnings exceeding estimates, while raising its quarterly dividend to $0.98. Key risks include heavy AI infrastructure spending, data-center constraints and potentially less predictable usage-based AI revenue.

Perryman Financial Advisory Inc. AD raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.9% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 53,233 shares of the software giant's stock after purchasing an additional 1,480 shares during the period. Microsoft accounts for approximately 2.6% of Perryman Financial Advisory Inc. AD's portfolio, making the stock its 9th biggest holding. Perryman Financial Advisory Inc. AD's holdings in Microsoft were worth $19,859,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Auto Owners Insurance Co lifted its position in Microsoft by 56,160.8% in 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 buying an additional 60,009,531 shares during the last quarter. Amundi boosted its position in Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant's stock valued at $15,426,862,000 after buying an additional 9,814,598 shares during the period. Dimensional Fund Advisors LP grew its stake in Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock worth $10,852,884,000 after purchasing an additional 2,784,809 shares in the last quarter. Fisher Asset Management LLC grew its position in shares of Microsoft by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock worth $12,235,785,000 after buying an additional 458,014 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in Microsoft by 64.3% during 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 acquiring an additional 9,493,778 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled a redesigned Copilot “super app” that combines access to Office applications with coding tools, autonomous AI agents and an Autopilot feature. The initiative is aimed primarily at business users and could improve enterprise adoption, usage and monetization of Microsoft’s AI offerings. Reuters article
• Positive Sentiment: Oppenheimer raised its Microsoft price target to $570, citing the company’s shift toward enterprise AI agents and a billing model tied more closely to customer usage. Other recent analyst targets have also moved higher, reinforcing expectations for sustained Azure and AI growth. Oppenheimer target article
• Positive Sentiment: Investors appear more confident that Microsoft can benefit from AI without depending on a single large-model provider. Its Azure cloud platform, Microsoft 365 ecosystem and enterprise distribution provide multiple avenues for converting AI investment into recurring revenue. MarketWatch article
• Positive Sentiment: Unusually heavy bullish options activity, including a large call spread, suggests traders are positioning for additional upside. Technical analysts identified a potential move toward approximately $555, although this is market positioning rather than a fundamental forecast. Barchart options article
• Neutral Sentiment: Broader market gains, led by AI stocks, provided an additional tailwind. However, elevated oil prices, Treasury yields and uncertainty over potential Federal Reserve policy changes remain important macroeconomic risks.
• Negative Sentiment: Microsoft is moving away from a consumer-focused personal-assistant strategy and concentrating Copilot on workplace use. The usage-based approach could unlock greater revenue, but it may also make sales less predictable than traditional subscriptions if customer adoption is slower than expected. Financial Post article
• Negative Sentiment: Investors continue to monitor Microsoft’s substantial AI infrastructure spending, data-center capacity constraints and a reported 277-job reduction in Washington. These factors could pressure near-term margins even as Azure demand remains strong.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $516.17 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. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 28.74, a PEG ratio of 1.60 and a beta of 1.11. The business has a 50-day moving average of $477.93 and a 200-day moving average of $426.17.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion during 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%. The business's revenue was up 17.7% on a year-over-year basis. During the same period last year, the business earned $3.65 EPS. On average, equities analysts anticipate that Microsoft Corporation will post 19.62 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Analyst Ratings Changes

A number of research firms have recently commented on MSFT. Mizuho dropped their price objective on Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a report on Wednesday, July 15th. CLSA restated an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Oppenheimer upped their price target on Microsoft from $515.00 to $570.00 and gave the stock an "outperform" rating in a research note on Tuesday. The Goldman Sachs Group restated a "buy" rating and issued a $640.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Finally, Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a research note on Monday, September 21st. Forty-three equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $569.29.

Insider Activity at Microsoft

In other news, EVP Amy Hood sold 41,674 shares of the firm's 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 sale, the executive vice president directly owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This trade represents a 7.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 143,009 shares of company stock worth $71,420,699 in the last 90 days. 0.03% of the stock is owned by corporate insiders.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.

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