MSA Advisors LLC Has $14.30 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• MSA Advisors increased its Microsoft stake by 7% in the first quarter to 38,620 shares valued at approximately $14.3 million, making Microsoft its seventh-largest portfolio holding.
• Microsoft reported quarterly EPS of $4.74 and revenue of $90.01 billion, exceeding analyst expectations, while revenue rose 17.7% year over year.
• Analysts maintain a broadly bullish outlook, with a “Moderate Buy” consensus and an average price target of $560.27; Microsoft also declared a quarterly dividend of $0.91 per share.

MSA Advisors LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 38,620 shares of the software giant's stock after purchasing an additional 2,520 shares during the quarter. Microsoft makes up approximately 4.3% of MSA Advisors LLC's investment portfolio, making the stock its 7th largest position. MSA Advisors LLC's holdings in Microsoft were worth $14,296,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors purchased a new stake in shares of Microsoft in the 4th quarter worth $34,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft during the 4th quarter worth $36,000. Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock valued at $43,000 after buying an additional 66 shares during the period. Finally, LSV Asset Management purchased a new position in shares of Microsoft during the fourth quarter valued at $44,000. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer directly owned 110,477 shares of the company's stock, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction dated Tuesday, August 4th. The stock was 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 approximately $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 37,310 shares of company stock worth $17,256,219 over the last ninety days. 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: Pershing Square’s Bill Ackman reaffirmed his bullish Azure thesis, arguing that continued capacity investment and Microsoft 365’s embedded customer base can support high-teens earnings growth. Microsoft Stock Rises as Ackman Reaffirms Azure Bet
• Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing accelerating Copilot adoption and infrastructure growth. Wells Fargo also maintained an overweight rating and lifted its target to $700, reinforcing the view that the stock’s AI-driven recovery has further upside. JPMorgan Raises Microsoft Price Target
• Positive Sentiment: Microsoft began gradually combining its consumer and enterprise Copilot applications into a unified AI platform. The planned “super app” could improve user adoption, cross-selling and Microsoft’s competitive position against ChatGPT, Gemini and Claude. Microsoft Unifies Consumer and Enterprise Copilot
• Positive Sentiment: Microsoft accepted IREN’s first AI data-center deployment under a $9.7 billion cloud agreement. The milestone supports Azure’s ability to secure additional computing capacity as AI infrastructure demand remains strong. IREN Hands Microsoft Its First AI Cloud Deployment
• Neutral Sentiment: Microsoft is reportedly closing or restructuring numerous China offices and joint ventures, while retaining an Azure-linked presence. The move may reduce geopolitical exposure but could also limit access to the Chinese market. Microsoft Retreats in China
• Negative Sentiment: A report said Microsoft plans to cut carbon-removal purchases while AI-related emissions rise, creating potential reputational and environmental concerns. Microsoft Carbon Removal Purchases Report

Microsoft Trading Up 0.9%

NASDAQ MSFT opened at $496.88 on Friday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a 50 day moving average price of $409.70 and a 200 day moving average price of $407.88. 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 firm has a market cap of $3.69 trillion, a PE ratio of 27.67, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11.

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 (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for 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 for the quarter was up 17.7% on a year-over-year basis. During the same period in the previous year, the company earned $3.65 earnings per share. As a group, sell-side analysts forecast that Microsoft Corporation will post 19.58 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is 20.27%.

Analysts Set New Price Targets

A number of analysts recently weighed in on MSFT shares. Mizuho lowered their price objective on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a research note on Wednesday, July 15th. Stifel Nicolaus boosted their price target on shares of Microsoft from $400.00 to $450.00 and gave the company a "hold" rating in a report on Thursday, July 30th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Microsoft in a research report on Monday, July 6th. New Street Research reduced their price objective on shares of Microsoft from $675.00 to $600.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Finally, Wedbush reaffirmed an "outperform" rating and set a $575.00 target price on shares of Microsoft in a research report on Wednesday, May 13th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $560.27.

About Microsoft

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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