Oakwell Private Wealth Management LLC Sells 3,363 Shares of Microsoft Corporation $MSFT

Key Points

• Oakwell Private Wealth Management cut its Microsoft position by 44%, selling 3,363 shares and retaining 4,283 shares valued at approximately $1.6 million. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 43 Buy ratings, four Holds and one Sell, producing a “Moderate Buy” consensus and an average price target of $569.29. Microsoft shares opened at $509.22, while the company recently exceeded quarterly earnings and revenue expectations.
• Microsoft raised its quarterly dividend from $0.91 to $0.98 per share, or $3.92 annually, for a 0.8% yield. Investors continue to focus on Copilot monetization and Azure growth, though heavy data-center spending and uneven AI adoption remain risks.

Oakwell Private Wealth Management LLC reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 44.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,283 shares of the software giant's stock after selling 3,363 shares during the period. Microsoft comprises approximately 0.3% of Oakwell Private Wealth Management LLC's holdings, making the stock its 20th largest position. Oakwell Private Wealth Management LLC's holdings in Microsoft were worth $1,598,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. MTM Investment Management LLC increased its stake in shares of Microsoft by 0.5% in the second quarter. MTM Investment Management LLC now owns 18,242 shares of the software giant's stock worth $6,805,000 after acquiring an additional 90 shares during the last quarter. BIP Wealth LLC raised its stake in shares of Microsoft by 39.6% during the 2nd quarter. BIP Wealth LLC now owns 41,085 shares of the software giant's stock worth $15,325,000 after purchasing an additional 11,661 shares in the last quarter. Compound Global Advisors LLC raised its stake in shares of Microsoft by 20.0% during the 2nd quarter. Compound Global Advisors LLC now owns 601 shares of the software giant's stock worth $224,000 after purchasing an additional 100 shares in the last quarter. Next Capital Management LLC lifted its holdings in shares of Microsoft by 8.6% during the 2nd quarter. Next Capital Management LLC now owns 6,140 shares of the software giant's stock valued at $2,290,000 after buying an additional 487 shares during the last quarter. Finally, Elyxium Wealth LLC grew its stake in shares of Microsoft by 164.3% in the 2nd quarter. Elyxium Wealth LLC now owns 54,897 shares of the software giant's stock valued at $20,478,000 after buying an additional 34,129 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MSFT. Barclays cut their price target on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a report on Thursday, July 30th. Evercore set a $528.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Argus reduced their price target on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a report on Friday, July 10th. Stifel Nicolaus upgraded shares of Microsoft from a "hold" rating to a "buy" rating and raised their price target for the stock from $530.00 to $575.00 in a research report on Tuesday, September 22nd. Finally, Needham & Company LLC initiated coverage on shares of Microsoft in a report on Wednesday, September 23rd. They set a "buy" rating on the stock. Forty-three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $569.29.

Microsoft Price Performance

Shares of MSFT stock opened at $509.22 on Tuesday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The stock's fifty day moving average is $480.07 and its 200-day moving average is $427.02. The stock has a market capitalization of $3.78 trillion, a PE ratio of 28.35, a PEG ratio of 1.66 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's revenue was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.65 EPS. Equities research analysts expect that Microsoft Corporation will post 19.62 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced 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. 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 is presently 20.27%.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft unveiled a redesigned Copilot experience featuring integrated Office tools, Chat, Cowork and Autopilot capabilities. Jefferies said the products create potential usage-based revenue streams, while analysts expect enterprise adoption to build gradually. Microsoft's Autopilot opens new AI revenue path
• Positive Sentiment: The Copilot overhaul is positioned as a stronger competitive response to Anthropic’s Claude. Microsoft also added GitHub’s coding engine to Copilot, allowing office workers to create applications and dashboards using natural-language instructions, potentially expanding paid AI usage. Microsoft puts GitHub coding engine inside Copilot
• Positive Sentiment: JPMorgan reaffirmed its Buy rating, and William Blair maintained a bullish view based on Copilot monetization potential and Microsoft’s expanding enterprise AI platform. Azure’s reported scale and backlog also support the long-term investment case. Microsoft Buy rating backed by Copilot monetization
• Neutral Sentiment: Microsoft is extending AI partnerships, including a Nokia collaboration that combines Nokia’s telecommunications data with Microsoft Fabric for AI-driven network operations. The opportunity could broaden cloud demand, although financial benefits are not yet quantified. Nokia and Microsoft expand their AI reach
• Neutral Sentiment: TTEC Digital’s 11th consecutive Microsoft AI Business Solutions Inner Circle award highlights the strength of Microsoft’s partner ecosystem, but the recognition is not expected to materially affect near-term revenue. TTEC Digital earns Microsoft AI award
• Negative Sentiment: Reported AI usage shows a sizable regional gap—28.8% in the Global North versus 16.2% in the Global South—raising questions about the pace and breadth of Copilot adoption. Microsoft AI adoption gap
• Negative Sentiment: Meta is moving deeper into enterprise software, creating another competitive threat to Microsoft’s productivity, cloud and AI offerings. Meanwhile, additional layoffs and restructuring may reinforce concerns about execution and workforce disruption. Meta puts Microsoft on notice
• Negative Sentiment: Plans to more than triple data-center capacity by 2032 could support Azure growth but require enormous capital investment, increasing pressure to convert AI demand into cash flow and profits. Investor questions about AI subsidies and regulation add further uncertainty. Microsoft data center expansion

Insider Activity

In related news, EVP Amy Hood sold 41,674 shares of the company'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 completion of the transaction, the executive vice president directly owned 533,624 shares of the company's stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of Microsoft 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 completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $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. Insiders sold 143,009 shares of company stock worth $71,420,699 over the last quarter. Corporate insiders own 0.03% of the company's stock.

Microsoft Company Profile

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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