Puzo Michael J Makes New $14.34 Million Investment in Microsoft Corporation $MSFT

Key Points

• Puzo Michael J. initiated a $14.34 million position in Microsoft during the second quarter, purchasing 38,446 shares. Microsoft now represents approximately 3.7% of the firm’s portfolio and is its eighth-largest holding.
• Institutional investors own approximately 71.13% of Microsoft’s shares, while company insiders own just 0.03%. Insiders sold 143,009 shares worth about $71.4 million over the past three months.
• Microsoft reported stronger-than-expected quarterly results, with revenue up 17.7% year over year, and recently raised its quarterly dividend to $0.98 per share. Analysts maintain a “Moderate Buy” consensus, with an average price target of $579.84.

Puzo Michael J bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 38,446 shares of the software giant's stock, valued at approximately $14,341,000. Microsoft comprises approximately 3.7% of Puzo Michael J's investment portfolio, making the stock its 8th biggest position.

Several other institutional investors and hedge funds have also bought and sold shares of MSFT. Frankly Finances LLC purchased a new position in Microsoft during the second quarter valued at $35,000. Fiduciary Advisors Inc. boosted its position in shares of Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock worth $47,000 after acquiring an additional 34 shares during the last quarter. Persistent Asset Partners Ltd purchased a new position in shares of Microsoft during the second quarter valued at about $60,000. Glynn Capital Management LLC grew its holdings in Microsoft by 34.2% during the 2nd quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock valued at $95,000 after buying an additional 65 shares in the last quarter. Finally, Lifetime Wealth Management P.C. purchased a new position in shares of Microsoft in the fourth quarter valued at $101,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, August 5th. The shares were 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 represents a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Amy Hood sold 41,674 shares of the firm's stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the sale, the executive vice president directly owned 533,624 shares in the company, valued at approximately $265,888,830.48. This trade represents a 7.24% 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. Insiders have sold 143,009 shares of company stock valued at $71,420,699 over the last three months. 0.03% of the stock is currently owned by company insiders.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Maia 300 AI chip is the key catalyst. Microsoft unveiled its third-generation Maia 300 processor and plans to begin production deployments in 2027, eventually scaling the platform to multiple gigawatts and potentially as many as one million chips. The company says Maia 300 can deliver approximately 40% more AI-generated tokens per megawatt or dollar than leading GPU-based systems, which could lower Azure costs and improve margins. Microsoft reveals Maia 300 AI chip
• Positive Sentiment: Greater control over AI supply and economics. Microsoft intends to make Maia a primary architecture for AI inference while continuing to use chips from Nvidia, AMD and Intel. Investors viewed the strategy as a way to reduce dependence on expensive, supply-constrained Nvidia hardware and strengthen Azure’s competitive position. Microsoft to rely more on homegrown AI chips
• Positive Sentiment: Underlying growth remains strong. Recent coverage points to Azure growth guidance of 44%–45%, rising Copilot adoption, a record backlog and more than $50 billion in quarterly capital spending to meet AI demand. These trends reinforce the bullish long-term case, although the October 28 earnings report will test whether growth remains above investor expectations.
• Neutral Sentiment: AI safety and infrastructure constraints remain in focus. CEO Satya Nadella and President Brad Smith called for stronger safeguards, emergency controls and clearer AI regulation. Separately, industry leaders highlighted electricity and cooling capacity as potential limits on AI expansion. These issues may increase compliance and infrastructure costs but could also benefit Microsoft’s enterprise-focused approach.
• Negative Sentiment: Regulatory and legal risks increased. The U.S. suspended Microsoft from the PERM green-card program amid scrutiny of its H-1B hiring practices, potentially complicating access to technical talent. Norway also fined Microsoft subsidiary Xandr approximately €8.6 million for sharing Grindr user data. Microsoft PERM suspension
• Negative Sentiment: Valuation and execution risks persist. Some analysts downgraded Microsoft amid concerns about elevated AI capital spending, high expectations and the need for Azure growth to remain above 40%. The departure of longtime science president Peter Lee is an additional, though relatively minor, leadership concern.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $541.15 on Tuesday. The firm has a market cap of $4.02 trillion, a PE ratio of 30.13, a PEG ratio of 1.72 and a beta of 1.10. The firm has a fifty day moving average of $502.22 and a 200 day moving average of $436.28. 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 Corporation has a one year low of $349.20 and a one year high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm 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 31.98% and a net margin of 40.31%. The firm's revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the company earned $3.65 EPS. As a group, research analysts predict that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on MSFT shares. KeyCorp restated an "overweight" rating on shares of Microsoft in a report on Thursday, September 3rd. William Blair began coverage on Microsoft in a research note on Monday, October 5th. They issued an "outperform" rating on the stock. Melius Research set a $665.00 price target on Microsoft and gave the company a "buy" rating in a research note on Monday, October 5th. TD Cowen reiterated a "buy" rating and issued a $540.00 target price on shares of Microsoft in a report on Thursday, July 30th. Finally, Benchmark reaffirmed a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Forty-two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $579.84.

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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