Roffman Miller Associates Inc. PA Buys 2,725 Shares of Microsoft Corporation $MSFT

Key Points

• Roffman Miller Associates increased its Microsoft stake by 1.1%, purchasing 2,725 shares to reach 260,345 shares valued at approximately $97.1 million. Institutional investors and hedge funds collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with $4.74 in earnings per share and $90.01 billion in revenue, exceeding analyst expectations; revenue rose 17.7% year over year.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and a $592.15 price target. Microsoft also raised its quarterly dividend to $0.98 per share, while investors continue to monitor AI spending, Azure growth and margin pressures.

Roffman Miller Associates Inc. PA boosted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 260,345 shares of the software giant's stock after buying an additional 2,725 shares during the period. Microsoft makes up 5.1% of Roffman Miller Associates Inc. PA's holdings, making the stock its 3rd biggest holding. Roffman Miller Associates Inc. PA's holdings in Microsoft were worth $97,114,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Amundi boosted its holdings in Microsoft by 30.8% during the first quarter. Amundi now owns 41,675,076 shares of the software giant's stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares during the last quarter. Dimensional Fund Advisors LP increased its position in shares of Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant's stock valued at $10,852,884,000 after purchasing an additional 2,784,809 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant's stock worth $8,982,083,000 after buying an additional 9,493,778 shares during the last quarter. California Public Employees Retirement System increased its holdings in Microsoft by 3.7% during the first quarter. California Public Employees Retirement System now owns 21,906,086 shares of the software giant's stock worth $8,108,976,000 after buying an additional 781,973 shares during the last quarter. Finally, Swiss National Bank boosted its stake in Microsoft by 7.1% in the first quarter. Swiss National Bank now owns 20,721,690 shares of the software giant's stock valued at $7,670,548,000 after acquiring an additional 1,371,040 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $524.51 on Friday. The business has a 50-day simple moving average of $508.51 and a two-hundred day simple moving average of $446.17. The company has a market cap of $3.90 trillion, a PE ratio of 29.20, a P/E/G ratio of 1.67 and a beta of 1.10. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two 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 released 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. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the prior year, the firm earned $3.65 EPS. The business's revenue for the quarter was up 17.7% on a year-over-year basis. As a group, equities analysts expect that Microsoft Corporation will post 19.65 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. Shareholders of record on Thursday, November 19th will be issued a $0.98 dividend. This represents a $3.92 annualized dividend and a yield of 0.7%. 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 (DPR) is currently 20.27%.

Analyst Upgrades and Downgrades

Several research firms have commented on MSFT. William Blair initiated coverage on shares of Microsoft in a research note on Monday, October 5th. They set an "outperform" rating on the stock. UBS Group increased their price objective on Microsoft from $525.00 to $675.00 and gave the company a "buy" rating in a research report on Thursday, October 15th. Stifel Nicolaus upgraded Microsoft from a "hold" rating to a "buy" rating and upped their price objective for the company from $530.00 to $575.00 in a research report on Tuesday, September 22nd. Wells Fargo & Company raised their target price on Microsoft from $700.00 to $725.00 and gave the stock an "overweight" rating in a report on Thursday, October 1st. Finally, Barclays increased their target price on Microsoft from $512.00 to $600.00 and gave the stock an "overweight" rating in a research report on Tuesday, October 13th. Forty-three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $592.15.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the firm'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 completion of the transaction, the chief executive officer directly owned 100,447 shares of the company's stock, valued at approximately $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. In the last 90 days, insiders sold 150,314 shares of company stock worth $75,404,992. Corporate insiders own 0.03% of the company's stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and earnings expectations remain strong. Bank of America reaffirmed its Buy rating and forecast approximately 44.8% Azure growth. Analysts expect quarterly results to be broadly in line with estimates, with Azure strength potentially offsetting heavy investment in AI infrastructure. Microsoft Stock Forecast: BofA Reaffirms Buy Ahead of Earnings
• Positive Sentiment: Microsoft’s custom silicon and security businesses could support future cloud margins. The Maia AI accelerator and other internally developed chips may reduce reliance on Nvidia, improve cost control and retain more economics from Microsoft’s AI services. Investors are also watching whether security growth helps offset data-center expenses. Microsoft: Security And Silicon Set The Stage For Cloud Margin Recovery
• Positive Sentiment: Medical AI results add another potential growth opportunity. Microsoft’s MAI-DxO reportedly diagnosed complex cases more than twice as often as general physicians in a simulation, strengthening the company’s positioning in healthcare AI, although commercialization and regulatory hurdles remain. Microsoft develops AI tool that can diagnose sequentially like a doctor
• Neutral Sentiment: The upcoming report is a major near-term catalyst. Investors will focus on Azure growth, Copilot adoption, AI monetization, capital expenditures, backlog conversion and management’s outlook. The stock is trading near its yearly high, raising expectations for a strong forecast. Microsoft's Earnings Problem: Even Great May Not Be Enough
• Negative Sentiment: AI spending and market conditions could pressure valuation and margins. Investors have recently sold some technology shares when companies raised infrastructure budgets, while a weaker overall market and higher oil prices have added volatility. Microsoft’s large data-center investment must translate into revenue growth to justify the spending. Microsoft Earnings Report To Focus On AI Momentum, Capex
• Negative Sentiment: Operational and product concerns remain. Microsoft withdrew from a U.K. data-center deal because of power-delivery delays, and Xbox cloud-streaming price changes have generated customer friction. Former CEO Bill Gates has also warned about AI safety risks, potentially increasing regulatory scrutiny. Microsoft pulls out of UK Nscale data centre deal over power delay

Microsoft Profile

Microsoft Corporation NASDAQ: MSFT is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company's principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.

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