Microsoft Corporation $MSFT Stock Purchased by Hedeker Wealth LLC

Key Points

• Hedeker Wealth increased its Microsoft position by 6.9% in the second quarter, holding 55,236 shares valued at approximately $20.6 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with $4.74 in EPS and $90.01 billion in revenue, exceeding analyst estimates; revenue rose 17.7% year over year.
• The company raised its quarterly dividend to $0.98 per share, while analysts maintained a broadly bullish view, with a consensus “Moderate Buy” rating and an average price target of $570.62.

Hedeker Wealth LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,236 shares of the software giant's stock after purchasing an additional 3,546 shares during the quarter. Microsoft comprises approximately 3.9% of Hedeker Wealth LLC's portfolio, making the stock its 3rd largest holding. Hedeker Wealth LLC's holdings in Microsoft were worth $20,604,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Auto Owners Insurance Co raised its holdings in shares of Microsoft by 56,160.8% in the 4th 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 in the last quarter. Amundi lifted its position in Microsoft by 30.8% during the first 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 last quarter. Fisher Asset Management LLC lifted its position in Microsoft by 1.8% during the fourth quarter. Fisher Asset Management LLC now owns 25,300,410 shares of the software giant's stock valued at $12,235,785,000 after purchasing an additional 458,014 shares during the last quarter. Dimensional Fund Advisors LP grew its stake in Microsoft by 10.5% in 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 buying an additional 2,784,809 shares in the last quarter. Finally, Hsbc Holdings PLC grew its stake in Microsoft by 7.8% in the 4th quarter. Hsbc Holdings PLC now owns 22,138,798 shares of the software giant's stock worth $10,715,379,000 after buying an additional 1,599,412 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.8%

NASDAQ:MSFT opened at $512.90 on Thursday. The company has a 50-day moving average price of $484.74 and a 200-day moving average price of $428.53. 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 stock has a market cap of $3.81 trillion, a price-to-earnings ratio of 28.56, a P/E/G ratio of 1.64 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results 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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same quarter in the prior year, the company earned $3.65 EPS. The business's revenue was up 17.7% compared to the same quarter last year. Equities analysts predict that Microsoft Corporation will post 19.62 EPS for the current year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.98 dividend. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on MSFT. KeyCorp restated an "overweight" rating on shares of Microsoft in a research report on Thursday, September 3rd. Piper Sandler upped their target price on Microsoft from $550.00 to $610.00 and gave the stock an "overweight" rating in a research note on Wednesday. Tigress Financial increased their price target on shares of Microsoft from $680.00 to $690.00 and gave the company a "buy" rating in a research report on Wednesday, August 5th. Evercore set a $528.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Finally, The Goldman Sachs Group reaffirmed a "buy" rating and issued a $640.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Forty-three equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $570.62.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at $244,092,173.98. This trade represents a 15.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction 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 transaction, the executive vice president owned 42,677 shares of the company's stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is currently owned by corporate insiders.

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

About Microsoft

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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