My Personal CFO LLC Raises Stake in Microsoft Corporation $MSFT

Key Points

• My Personal CFO LLC increased its Microsoft stake by 7.9% in the second quarter, bringing its holdings to 52,047 shares valued at approximately $19.4 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 42 Buy ratings and five Holds, producing a “Moderate Buy” consensus and an average price target of $564.27.
• Microsoft exceeded quarterly expectations with $4.74 in EPS and $90.01 billion in revenue, while raising its quarterly dividend to $0.98 per share. However, executives including CEO Satya Nadella sold shares under a pre-arranged trading plan.

My Personal CFO LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 52,047 shares of the software giant's stock after acquiring an additional 3,824 shares during the period. Microsoft accounts for approximately 7.6% of My Personal CFO LLC's portfolio, making the stock its 5th largest holding. My Personal CFO LLC's holdings in Microsoft were worth $19,415,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in the stock. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock valued at $85,604,000 after acquiring an additional 8,773 shares in the last quarter. Markel Group Inc. boosted its holdings in shares of Microsoft by 0.4% during the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock valued at $199,014,000 after acquiring an additional 1,950 shares during the last quarter. Bessemer Group Inc. raised its holdings in shares of Microsoft by 8.4% during the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock valued at $2,562,197,000 after purchasing an additional 537,634 shares during the last quarter. Taylor Securities Services Inc. purchased a new position in shares of Microsoft in the 4th quarter worth $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its holdings in shares of Microsoft by 138.8% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock worth $502,077,000 after buying an additional 788,297 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on MSFT shares. Mizuho lowered their target price on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 15th. BMO Capital Markets upped their price target on shares of Microsoft from $500.00 to $515.00 and gave the company an "outperform" rating in a research note on Thursday, July 30th. Stifel Nicolaus increased their price objective on shares of Microsoft from $450.00 to $530.00 and gave the company a "hold" rating in a research report on Friday, September 4th. TD Cowen reissued a "buy" rating and set a $540.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Finally, Citigroup reiterated a "market outperform" rating on shares of Microsoft in a research note on Monday, August 31st. Forty-two 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.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $564.27.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the firm'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 transaction of $43,388,826.50. Following the completion of 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 position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 143,009 shares of company stock worth $71,420,699. 0.03% of the stock is owned by corporate insiders.

Trending Headlines about Microsoft

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

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $493.78 on Friday. 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 Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The company's 50 day moving average is $466.97 and its 200 day moving average is $422.77. The company has a market cap of $3.67 trillion, a PE ratio of 27.49, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. During the same period in the previous year, the firm earned $3.65 EPS. The business's quarterly revenue was up 17.7% on a year-over-year basis. On average, sell-side analysts forecast that Microsoft Corporation will post 19.61 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. 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. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft's payout ratio is currently 20.27%.

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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