NFSG Corp Has $15.50 Million Position in Microsoft Corporation $MSFT

Key Points

• NFSG Corp increased its Microsoft position by 15.2% in the first quarter to 41,874 shares valued at $15.5 million, making Microsoft 2.5% of its portfolio and its sixth-largest holding.
• Microsoft reported a strong quarter, with adjusted EPS of $4.74 and revenue of $90.01 billion, beating estimates; revenue rose 17.7% year over year, supported by 43% Azure growth and accelerating AI adoption.
• Wall Street maintains a positive outlook, with a consensus “Moderate Buy” rating and an average price target of $558.64. Microsoft also declared a quarterly dividend of $0.91 per share, while insider selling and regulatory and cybersecurity risks remain potential overhangs.

NFSG Corp boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 15.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 41,874 shares of the software giant's stock after acquiring an additional 5,535 shares during the quarter. Microsoft accounts for 2.5% of NFSG Corp's portfolio, making the stock its 6th largest position. NFSG Corp's holdings in Microsoft were worth $15,500,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC lifted its holdings in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors acquired a new position in Microsoft during the 4th quarter valued at about $34,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC raised its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after buying an additional 66 shares in the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft in the 4th quarter worth approximately $44,000. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 15.5%

Microsoft stock opened at $451.10 on Friday. The firm has a market cap of $3.35 trillion, a price-to-earnings ratio of 25.12, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The firm's 50 day moving average price is $397.07 and its two-hundred day moving average price is $405.54. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced 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. The company 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 33.07% and a net margin of 40.31%.The company's quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.65 EPS. On average, research analysts predict that Microsoft Corporation will post 19.28 EPS for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is currently 20.27%.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of research analyst reports. Raymond James Financial lowered shares of Microsoft from a "market perform" rating to a "market perform" rating in a research note on Tuesday, May 5th. Citizens Jmp restated a "market outperform" rating and issued a $550.00 target price on shares of Microsoft in a research report on Tuesday. Truist Financial reaffirmed a "buy" rating and set a $575.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Tigress Financial lifted their price target on Microsoft from $595.00 to $680.00 and gave the company a "buy" rating in a research report on Wednesday, May 6th. Finally, Benchmark reissued a "buy" rating on shares of Microsoft in a research note on Friday, July 24th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $558.64.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value of $1,812,780.00. Following the transaction, the executive vice president owned 47,468 shares of the company's stock, valued at approximately $19,122,009.12. This trade represents a 8.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the business's stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 23,762 shares of company stock worth $10,508,361 in the last quarter. 0.03% of the stock is owned by company insiders.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations: Azure revenue increased 43%, ahead of roughly 40% analyst expectations, and annual Azure revenue surpassed $100 billion for the first time. The performance eased concerns that demand for AI infrastructure might be slowing. Microsoft tops quarterly cloud growth estimates
• Positive Sentiment: Strong earnings beat: Microsoft reported $4.74 in adjusted EPS versus a $4.24 consensus estimate and $90.01 billion in revenue versus expectations of $87.62 billion. Revenue rose 17.7% year over year, while profit increased about 31%. Microsoft fourth-quarter earnings
• Positive Sentiment: AI monetization is accelerating: Microsoft 365 Copilot surpassed 30 million paid seats, while management described the next growth phase as a “per seat plus consumption” model. Investors viewed Azure and Copilot adoption as evidence that AI investments are translating into commercial demand.
• Positive Sentiment: Spending concerns moderated: Microsoft held its capital-expenditure outlook broadly steady and said it expects continued cash generation in fiscal 2027. Management also said GPU spending could be adjusted if demand weakens, helping counter fears of unchecked AI-related cash burn. Microsoft keeps capex forecast unchanged
• Positive Sentiment: Backlog and analyst support improved: Commercial remaining performance obligations reached a record $678 billion, up 84% year over year. RBC, Goldman Sachs, BMO, TD Cowen and DA Davidson were among firms maintaining positive ratings or raising targets.
• Neutral Sentiment: Xbox strategy: New gaming chief Asha Sharma aims to exceed peers’ margins by 2030 through Minecraft investment and partnerships, including in China. The plan could support longer-term profitability but remains execution-dependent. Microsoft Xbox margin plan
• Negative Sentiment: Risks remain: Wiz reported a cloud vulnerability that could have exposed Microsoft customers, while U.K. regulators are investigating Microsoft 365 subscription marketing. Several securities-fraud law firms also publicized shareholder lawsuits. These developments are potential overhangs, although they did not offset the earnings-driven optimism.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.