Microsoft Corporation $MSFT Stock: CORDA Investment Management LLC. Grows Position

Key Points

• CORDA Investment Management increased its Microsoft position by 10.2% in the second quarter to 34,011 shares valued at approximately $12.7 million. Institutional investors collectively own 71.13% of the company.
• Microsoft insiders sold 145,504 shares worth roughly $73 million during the last quarter, including significant sales by CEOs Satya Nadella and Judson Althoff.
• Analysts remain broadly bullish, with a “Moderate Buy” consensus and an average price target of $609.54. Microsoft also exceeded quarterly earnings and revenue estimates, while Azure and AI demand remained major growth catalysts.

CORDA Investment Management LLC. raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,011 shares of the software giant's stock after acquiring an additional 3,135 shares during the quarter. CORDA Investment Management LLC.'s holdings in Microsoft were worth $12,687,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Montgomery Financial Services LLC bought a new stake in Microsoft in the second quarter valued at about $26,000. Frankly Finances LLC acquired a new stake in Microsoft in the second quarter worth $35,000. Bard Associates Inc. bought a new stake in Microsoft in the 2nd quarter valued at about $37,000. PMV Capital Advisers LLC bought a new stake in shares of Microsoft during the second quarter valued at approximately $38,000. Finally, Fiduciary Advisors Inc. raised its stake in 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 acquiring an additional 34 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares of the company's stock, valued at $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 145,504 shares of company stock valued at $73,016,924 over the last quarter. Corporate insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of analysts have recently commented on the company. Citizens Jmp upped their price objective on Microsoft from $550.00 to $625.00 and gave the company a "market outperform" rating in a report on Thursday, October 29th. Melius Research raised shares of Microsoft from a "hold" rating to a "buy" rating and set a $665.00 price objective for the company in a research note on Monday, October 5th. Raymond James Financial set a $650.00 price objective on Microsoft in a research report on Thursday. Benchmark restated a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Finally, Tigress Financial boosted their price target on Microsoft from $680.00 to $690.00 and gave the company a "buy" rating in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $609.54.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI demand remain the key bullish catalysts. Recent coverage highlights Azure revenue growth of 48%, above Microsoft’s 44%–45% forecast, with demand reportedly exceeding available capacity. Strong cloud growth, expanding Copilot adoption, and a reported $677 billion contract backlog support the view that Microsoft can monetize its AI investments. Microsoft Delivers Strong Azure Growth as AI Demand Exceeds Supply
• Positive Sentiment: Analysts and long-term investors continue to favor Microsoft’s scale and financial quality. Commentary points to Microsoft’s high-margin Azure platform, OpenAI partnership, prudent infrastructure expansion, and durable competitive position. Bill Ackman and other investors continue to view MSFT as a long-term compounder, while Microsoft’s latest quarterly results exceeded expectations with revenue up 18.8% year over year to $92.28 billion and EPS of $4.89. Microsoft’s Prudent Approach to the AI Infrastructure Buildout
• Neutral Sentiment: Microsoft is expanding enterprise AI relationships. Estée Lauder selected Microsoft’s cloud, data, and AI tools to unify data and support personalized customer experiences. The deal reinforces Azure’s enterprise relevance, although its financial contribution to Microsoft was not disclosed. Estée Lauder Partners With Microsoft on AI and Data Tools
• Negative Sentiment: AI financing and cash-flow concerns are weighing on mega-cap technology stocks. Microsoft’s roughly $25 billion bond offering and heavy data-center spending have prompted debate about leverage and returns on AI infrastructure. Recent coverage notes that free cash flow fell to about $18.6 billion as capital expenditures increased, making investors more sensitive to execution and funding risks. AI Bond Funding Might Change the Case for Investing in Microsoft
• Negative Sentiment: Market-wide technology weakness amplified the pressure. The Nasdaq declined as investors reassessed expensive AI-linked stocks, while Oracle’s $10 billion debt sale revived concerns that aggressive AI buildouts may require substantial borrowing. Microsoft’s strong balance sheet and low debt-to-equity ratio distinguish it from weaker peers, but the sector-wide risk-off move still affected MSFT. Oracle Declines as AI Debt Worries Return

Microsoft Trading Down 2.8%

MSFT stock opened at $507.12 on Tuesday. 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 business's 50 day moving average is $513.39 and its 200-day moving average is $438.62. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $551.15. The firm has a market cap of $3.77 trillion, a P/E ratio of 26.47, a P/E/G ratio of 1.67 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.72 by $0.17. The business had revenue of $92.28 billion for the quarter, compared to the consensus estimate of $90.62 billion. Microsoft had a net margin of 41.17% and a return on equity of 32.31%. The firm's quarterly revenue was up 18.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.13 EPS. Equities analysts anticipate that Microsoft Corporation will post 19.79 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is currently 20.46%.

Microsoft Company Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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.