ORBA Wealth Advisors L.L.C. Raises Holdings in Microsoft Corporation $MSFT

Key Points

• ORBA Wealth Advisors more than doubled its Microsoft stake in the second quarter, increasing holdings by 147.1% to 4,258 shares worth approximately $1.59 million. Institutional investors collectively own 71.13% of MSFT.
• Microsoft delivered strong quarterly results, reporting $4.74 in EPS and $90.01 billion in revenue, beating analyst estimates while revenue rose 17.7% year over year. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $569.29.
• Microsoft raised its quarterly dividend by roughly 8% to $0.98 per share, but insiders—including CEOs Judson Althoff and Satya Nadella—have sold shares. Investors continue to weigh Azure and AI growth against heavy capital spending, regulatory concerns and gaming-related layoffs.

ORBA Wealth Advisors L.L.C. raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 147.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 4,258 shares of the software giant's stock after purchasing an additional 2,535 shares during the quarter. Microsoft accounts for 1.4% of ORBA Wealth Advisors L.L.C.'s portfolio, making the stock its 21st biggest position. ORBA Wealth Advisors L.L.C.'s holdings in Microsoft were worth $1,588,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently made changes to their positions in MSFT. Essex LLC grew its holdings in Microsoft by 16.7% in the 2nd quarter. Essex LLC now owns 15,283 shares of the software giant's stock worth $5,701,000 after acquiring an additional 2,183 shares during the last quarter. Leelyn Smith LLC grew its stake in shares of Microsoft by 6.1% in the second quarter. Leelyn Smith LLC now owns 32,799 shares of the software giant's stock worth $12,235,000 after purchasing an additional 1,883 shares during the last quarter. Malaga Cove Capital LLC increased its stake in shares of Microsoft by 6.4% during the second quarter. Malaga Cove Capital LLC now owns 5,203 shares of the software giant's stock valued at $1,941,000 after buying an additional 313 shares during the period. Signaturefd LLC increased its stake in shares of Microsoft by 1.6% during the second quarter. Signaturefd LLC now owns 226,148 shares of the software giant's stock valued at $84,358,000 after buying an additional 3,641 shares during the period. Finally, Rare Wolf Capital LLC raised its holdings in shares of Microsoft by 2.2% during the second quarter. Rare Wolf Capital LLC now owns 26,731 shares of the software giant's stock valued at $9,971,000 after acquiring an additional 573 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $498.00 on Wednesday. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The business has a fifty day moving average price of $471.45 and a 200-day moving average price of $424.28. The company has a market capitalization of $3.70 trillion, a PE ratio of 27.73, a PEG ratio of 1.61 and a beta of 1.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. During the same quarter in the previous year, the business posted $3.65 EPS. Microsoft's revenue was up 17.7% compared to the same quarter last year. As a group, equities analysts expect that Microsoft Corporation will post 19.61 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a $0.98 dividend. This is a boost from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 annualized dividend and a yield of 0.8%. Microsoft's payout ratio is currently 20.27%.

Insiders Place Their Bets

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 143,009 shares of company stock valued at $71,420,699. 0.03% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on MSFT. Benchmark restated a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Rothschild & Co Redburn set a $440.00 target price on shares of Microsoft in a research note on Monday. Mizuho reduced their price target on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 15th. Phillip Securities lowered shares of Microsoft from a "strong-buy" rating to a "moderate buy" rating in a report on Monday, August 3rd. Finally, UBS Group set a $525.00 price objective on Microsoft in a research report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $569.29.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts raised their outlook. Oppenheimer increased its Microsoft price target to $570 from $515 while maintaining an Outperform rating, citing sustained Azure and Microsoft 365 commercial momentum into fiscal 2027. Cantor Fitzgerald also reportedly raised its target to $608 and kept an Overweight rating. Oppenheimer Microsoft price target article
• Positive Sentiment: Azure has additional growth levers. BNP Paribas said recent Azure strength may not reflect the full opportunity, pointing to higher pricing as contracts renew, capacity expansion and a potential SpaceX cloud relationship. Azure growth has reportedly reached the mid-40% range, supporting the view that AI infrastructure demand can continue driving revenue. BNP Paribas Azure outlook article
• Positive Sentiment: Capital returns remain supportive. Microsoft raised its quarterly dividend approximately 8% to $0.98 per share, extending its dividend-growth streak to more than two decades. The increase signals management confidence, although the modest yield is unlikely to be the primary stock catalyst. Microsoft dividend increase article
• Neutral Sentiment: OpenAI remains both an opportunity and a concentration risk. Microsoft’s AI partner is reportedly seeking a valuation above $1.2 trillion, potentially reinforcing Microsoft’s Azure and Copilot ecosystem. However, projected cash burn of roughly $278 billion and the company’s reliance on Microsoft-supported infrastructure raise questions about customer durability and AI spending economics. OpenAI valuation and Microsoft article
• Negative Sentiment: Xbox layoffs pressured sentiment. Microsoft is cutting approximately 268 Xbox jobs, with broader reports pointing to roughly 500 affected employees, while shifting the next Halo game to Activision. The move highlights a continuing gaming reset and was the clearest near-term reason for weakness in MSFT shares. Microsoft Xbox restructuring article
• Negative Sentiment: AI execution risks remain. Investors continue to monitor heavy capital spending, copyright and regulatory challenges, and concerns that AI revenue is concentrated among a small number of customers. These risks could pressure margins or the valuation if Azure growth fails to meet elevated expectations.

Microsoft Company Profile

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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