Sax Wealth Advisors LLC Raises Position in Microsoft Corporation $MSFT

Key Points

• Sax Wealth Advisors increased its Microsoft position by 15.5% in the second quarter, owning 42,120 shares worth approximately $15.6 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year to $90.01 billion and earnings per share of $4.74, exceeding analyst expectations. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $560.27.
• Microsoft declared a quarterly dividend of $0.91 per share, while recent insider sales and concerns over heavy AI infrastructure spending remain potential risks to cash flow, margins and future shareholder returns.

Sax Wealth Advisors LLC raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 15.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 42,120 shares of the software giant's stock after buying an additional 5,651 shares during the period. Sax Wealth Advisors LLC's holdings in Microsoft were worth $15,592,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of MSFT. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its stake in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC boosted its stake in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

Microsoft stock opened at $487.31 on Tuesday. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a 50-day moving average price of $421.37 and a 200 day moving average price of $409.73. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The stock has a market cap of $3.62 trillion, a P/E ratio of 27.13, a PEG ratio of 1.56 and a beta of 1.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share 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 company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the previous year, the business posted $3.65 EPS. Microsoft's revenue was up 17.7% on a year-over-year basis. Sell-side analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio is presently 20.27%.

Analyst Ratings Changes

MSFT has been the subject of a number of research reports. Truist Financial reaffirmed a "buy" rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Weiss Ratings reissued a "hold (c)" rating on shares of Microsoft in a research note on Monday, July 6th. Citizens Jmp restated a "market outperform" rating and set a $550.00 price target on shares of Microsoft in a research report on Tuesday, July 28th. The Goldman Sachs Group reaffirmed a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Finally, HSBC cut their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $560.27.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s data-center expansion is becoming central to the bullish case. Analysts argue that demand is already supported by booked orders, with the company’s commercial backlog reportedly reaching approximately $678 billion. The opportunity depends on how quickly Microsoft can add capacity and deliver Azure AI services. Microsoft Stock's Upside Now Runs Through Its Data Center Build
• Positive Sentiment: Multiple market commentaries remain constructive on Microsoft’s enterprise AI platform, citing Azure, Office and the company’s broader software ecosystem as sources of a durable competitive moat. Recent earnings also showed strong momentum, with revenue growth of 17.7% and earnings exceeding expectations. Microsoft Stock in 2027: My Prediction Is That It Still Beats the Market
• Positive Sentiment: Microsoft’s upcoming Xbox release schedule could help stabilize or revive gaming revenue after a recent sales slowdown, although the impact depends on the performance of the new titles. Can Xbox's Upcoming Gaming Roster Lift MSFT's Gaming Revenues?
• Neutral Sentiment: Reports that employees shared compensation details and monthly AI usage costs in internal spreadsheets provide transparency but have limited direct earnings implications. They may nevertheless draw attention to Microsoft’s workforce costs and the scale of internal AI adoption. Microsoft employees reveal how much cash they're burning on AI
• Negative Sentiment: Investors remain concerned that heavy AI infrastructure spending is outpacing shareholder distributions and could weigh on free cash flow, margins and future dividend growth. Related commentary also highlights the broader debt burden associated with the AI buildout. Microsoft's AI spending and dividend costs
• Negative Sentiment: Australia’s new rules requiring large digital platforms to compensate local news publishers create additional obligations for LinkedIn and could modestly increase regulatory and operating costs. Microsoft Gets New Australia News Rules

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on 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 sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction on 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 sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 37,310 shares of company stock valued at $17,256,219. 0.03% of the stock is owned by insiders.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source