Prevail Innovative Wealth Advisors LLC Sells 22,942 Shares of Microsoft Corporation $MSFT

Key Points

• Prevail Innovative Wealth Advisors cut its Microsoft stake by 80.3% in the second quarter, selling 22,942 shares and retaining 5,645 shares valued at approximately $2.1 million.
• Microsoft reported stronger-than-expected quarterly results, with earnings per share of $4.74 and revenue of $90.01 billion, up 17.7% year over year.
• Analysts remain bullish, with 42 Buy ratings, five Holds, a “Moderate Buy” consensus, and an average price target of $564.27; meanwhile, Microsoft insiders sold more than $50.6 million in stock during the quarter.

Prevail Innovative Wealth Advisors LLC reduced its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 80.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,645 shares of the software giant's stock after selling 22,942 shares during the quarter. Prevail Innovative Wealth Advisors LLC's holdings in Microsoft were worth $2,106,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Longfellow Investment Management Co. LLC increased its stake 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 buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new position in Microsoft during the 4th quarter worth about $34,000. Timmons Wealth Management LLC acquired a new position in Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC grew its holdings in 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 acquiring an additional 66 shares during the last quarter. Finally, Frankly Finances LLC acquired a new stake in Microsoft in the 2nd quarter valued at about $35,000. 71.13% of the stock is currently owned by institutional investors.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the company'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 owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 101,335 shares of company stock worth $50,655,795. 0.03% of the stock is owned by insiders.

Microsoft Price Performance

MSFT opened at $495.63 on Friday. The company has a fifty day moving average price of $455.85 and a two-hundred day moving average price of $419.16. The firm has a market capitalization of $3.68 trillion, a PE ratio of 27.60, a P/E/G ratio of 1.60 and a beta of 1.11. 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.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the business posted $3.65 EPS. The firm's quarterly revenue was up 17.7% on a year-over-year basis. As a group, analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on MSFT shares. Morgan Stanley reaffirmed an "overweight" rating on shares of Microsoft in a research note on Thursday, July 30th. Barclays decreased their price target on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating on the stock in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Microsoft in a report on Monday, July 20th. Citizens Jmp restated a "market outperform" rating and issued a $550.00 price objective on shares of Microsoft in a research report on Tuesday, July 28th. Finally, Piper Sandler increased their price objective on Microsoft from $540.00 to $550.00 and gave the company an "overweight" rating in a research report on Tuesday, July 28th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $564.27.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Microsoft 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.

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.