Mosley Wealth Management Boosts Stock Position in Microsoft Corporation $MSFT

Key Points

• Mosley Wealth Management increased its Microsoft position by 17.4% in the second quarter, bringing its holdings to 7,059 shares valued at approximately $2.63 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 42 Buy ratings and five Holds; Microsoft has a “Moderate Buy” consensus rating and an average price target of $564.27.
• Microsoft reported quarterly revenue of $90.01 billion and adjusted earnings of $4.74 per share, both above expectations, while raising its quarterly dividend 8% to $0.98. Executives Amy Hood and Satya Nadella also sold shares through pre-arranged trading plans.

Mosley Wealth Management raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,059 shares of the software giant's stock after buying an additional 1,046 shares during the quarter. Microsoft comprises about 0.8% of Mosley Wealth Management's holdings, making the stock its 25th largest position. Mosley Wealth Management's holdings in Microsoft were worth $2,633,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Auto Owners Insurance Co boosted its stake in 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 worth $29,073,486,000 after purchasing an additional 60,009,531 shares during the period. Amundi lifted its holdings in shares of Microsoft by 30.8% in the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after buying an additional 9,814,598 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in shares of Microsoft by 10.5% in the first quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock valued at $10,852,884,000 after acquiring an additional 2,784,809 shares during the period. Fisher Asset Management LLC grew its stake 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 acquiring an additional 458,014 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased 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 during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of research reports. Citizens Jmp reissued a "market outperform" rating and issued a $550.00 price target on shares of Microsoft in a research note on Tuesday, September 15th. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. BMO Capital Markets lifted their price objective on shares of Microsoft from $500.00 to $515.00 and gave the stock an "outperform" rating in a report on Thursday, July 30th. Stifel Nicolaus upped their target price on shares of Microsoft from $450.00 to $530.00 and gave the stock a "hold" rating in a research report on Friday, September 4th. Finally, UBS Group set a $525.00 price target on Microsoft in a research note on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $564.27.

Insider Transactions at Microsoft

In related news, EVP Amy Hood sold 41,674 shares of the business's stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the sale, the executive vice president owned 533,624 shares in the company, valued at approximately $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following 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 disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is owned by company insiders.

Microsoft Price Performance

Microsoft stock opened at $493.78 on Monday. The firm has a market cap of $3.67 trillion, a price-to-earnings ratio of 27.49, a PEG ratio of 1.59 and a beta of 1.11. The stock has a fifty day simple moving average of $466.97 and a two-hundred day simple moving average of $422.94. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts' consensus estimates 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 during the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter in the prior year, the business earned $3.65 earnings per share. Microsoft's revenue for the quarter was up 17.7% compared to the same quarter last year. Equities analysts predict that Microsoft Corporation will post 19.61 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft's dividend payout ratio (DPR) is 21.83%.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure and AI businesses remain the primary bullish catalysts. Analysts point to accelerating cloud growth, broad enterprise adoption and Microsoft’s distribution advantage through Azure, Microsoft 365 and Copilot. These Magnificent Seven Members Still Look Cheap
• Positive Sentiment: Causaly expanded its collaboration with Microsoft, making its agentic scientific-research tools available within Microsoft Copilot, Microsoft 365 and Teams. The deal supports Microsoft’s strategy of adding specialized AI workflows to its enterprise software ecosystem. Causaly is Now Available in Microsoft Copilot
• Positive Sentiment: Microsoft’s 8% quarterly dividend increase reinforces its strong cash generation and provides shareholder support, although the company continues to invest heavily in cloud and AI infrastructure. Microsoft Slips as Its Quarterly Dividend Climbs 8%
• Neutral Sentiment: Microsoft AI chief Mustafa Suleyman called recent reports of concerning model behavior at OpenAI a “serious situation” and emphasized the need for controllable, human-aligned AI. The comments highlight Microsoft’s safety focus but also underscore reputational and product-liability risks across the sector. OpenAI's latest AI revelation is a serious situation
• Negative Sentiment: Unsealed filings reportedly include Microsoft and OpenAI employees’ concerns that AI training on millions of news articles could amount to the “largest theft of labor in human history.” The disclosures may weaken the companies’ fair-use defense and increase potential litigation, licensing and regulatory costs. OpenAI, Microsoft executives' quotes on AI training threaten copyright defense
• Negative Sentiment: Reports of insider selling added to near-term sentiment pressure, while Microsoft faces competitive challenges from Salesforce’s AIforce and ongoing debate over whether its substantial AI spending will generate adequate returns. Microsoft Trading Down After Insider Selling

About Microsoft

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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