Microsoft Corporation $MSFT Stock Position Raised by FCG Investment Co

Key Points

• FCG Investment Co. increased its Microsoft stake by 5.1% in the second quarter to 34,682 shares valued at approximately $12.94 million. Institutional investors collectively own 71.13% of Microsoft’s outstanding stock.
• Microsoft reported strong quarterly results, with EPS of $4.74 and revenue of $90.01 billion, exceeding analyst estimates; revenue rose 17.7% year over year. The company also declared a quarterly dividend of $0.91 per share, equating to a 0.7% annualized yield.
• Analysts remain broadly bullish, with a consensus “Moderate Buy” rating and an average price target of $560.27, although some caution that the recent valuation rerating may be largely complete. Meanwhile, two executives sold Microsoft shares, contributing to $10.1 million in insider sales over the past three months.

FCG Investment Co boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 34,682 shares of the software giant's stock after acquiring an additional 1,671 shares during the period. Microsoft accounts for about 4.5% of FCG Investment Co's investment portfolio, making the stock its 6th largest position. FCG Investment Co's holdings in Microsoft were worth $12,937,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Markel Group Inc. grew its holdings in Microsoft by 0.4% in the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after buying an additional 1,950 shares in the last quarter. Bessemer Group Inc. lifted its position in Microsoft by 8.4% in the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock worth $2,562,197,000 after purchasing an additional 537,634 shares during the period. Taylor Securities Services Inc. bought a new position in Microsoft during the 4th quarter valued at $2,616,000. Werba Rubin Papier Wealth Management increased its position in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after purchasing an additional 1,698 shares during the period. Finally, Harel Insurance Investments & Financial Services Ltd. increased its position in shares of Microsoft by 138.8% during 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 period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of Microsoft stock opened at $513.53 on Monday. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.81 trillion, a PE ratio of 28.59, a price-to-earnings-growth ratio of 1.65 and a beta of 1.10. The business has a fifty day simple moving average of $430.87 and a 200-day simple moving average of $412.43.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.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 earned $3.65 EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio is 20.27%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on MSFT shares. Benchmark restated a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Piper Sandler upped their price target on shares of Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a report on Tuesday, July 28th. The Goldman Sachs Group restated a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Wolfe Research reaffirmed an "outperform" rating and issued a $550.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Finally, China Renaissance dropped their target price on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a report on Monday, May 4th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and a consensus price target of $560.27.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
• Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
• Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
• Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
• Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
• Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now

Insiders Place Their Bets

In related news, CEO Judson Althoff sold 10,000 shares of Microsoft 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 sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction dated 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 transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 21,810 shares of company stock valued at $10,110,874. Insiders own 0.03% of the company's stock.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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