Sound Income Strategies LLC Has $13.64 Million Position in Microsoft Corporation $MSFT

Key Points

• Sound Income Strategies increased its Microsoft position by 5.2% in the second quarter, owning 36,558 shares valued at approximately $13.64 million. Institutional investors collectively hold 71.13% of Microsoft’s outstanding stock.
• Microsoft reported quarterly earnings of $4.74 per share on $90.01 billion in revenue, exceeding analyst expectations and representing 17.7% year-over-year revenue growth. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $564.27.
• Microsoft insiders sold roughly $50.7 million of stock over the past 90 days, including CEO Satya Nadella’s sale of 86,525 shares under a pre-arranged Rule 10b5-1 plan.

Sound Income Strategies LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,558 shares of the software giant's stock after acquiring an additional 1,811 shares during the period. Sound Income Strategies LLC's holdings in Microsoft were worth $13,637,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of MSFT. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after purchasing an additional 66 shares during the period. Frankly Finances LLC acquired a new position in shares of Microsoft in the 2nd quarter valued at $35,000. MidAtlantic Capital Management Inc. bought a new stake in shares of Microsoft in the 4th quarter valued at $59,000. Lifetime Wealth Management P.C. acquired a new stake in Microsoft during the 4th quarter worth $101,000. Finally, Nvest Wealth Strategies Inc. acquired a new stake in Microsoft during the 4th quarter worth $124,000. Institutional investors own 71.13% of the company's stock.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft published a 37-page draft code of conduct for its in-house AI models, emphasizing that advanced AI should remain under meaningful human control and should not deceive people, resist shutdown, or hack systems. Investors appeared to interpret the framework as a way to address regulatory and reputational risks while supporting enterprise adoption. Microsoft drafts code of conduct to keep its AI under human control
• Positive Sentiment: Microsoft AI chief Mustafa Suleyman called for greater coordination among leading AI companies, including third-party disclosure of model capabilities. The move may help Microsoft position itself as a responsible AI leader as safety concerns and potential regulation intensify. Microsoft AI chief: Now’s the time for top labs to coordinate on safety
• Positive Sentiment: Investor commentary remains supportive of Microsoft’s fundamentals, citing Azure growth, more than $100 billion in annual Azure revenue, strong Copilot adoption, and a large cloud backlog. Bank of America reportedly raised its price target to $600, while other analysts maintain Buy or Outperform ratings.
• Positive Sentiment: Microsoft is one of the few major hyperscalers still maintaining share repurchases while expanding AI infrastructure, potentially supporting per-share earnings if cash generation remains strong. The End of Big Tech Buybacks
• Neutral Sentiment: Microsoft plans a substantial expansion of global data-center capacity to meet AI and cloud demand. The investment reinforces long-term growth prospects, but returns will depend on converting heavy spending on power, land, and computing equipment into durable revenue and margins. Microsoft to triple data centre capacity
• Negative Sentiment: Chipmaker weakness, rising Treasury yields, and concerns that AI development may need to slow pressured the wider technology sector. These factors could weigh on Microsoft’s valuation despite its relative strength and defensive enterprise-software exposure. S&P 500, Nasdaq, Dow Drop on Chipmaker Weakness

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the business's 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 sale, 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 disclosure for this sale is available in the SEC filing. Insiders sold 101,335 shares of company stock valued at $50,655,795 in the last ninety days. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Performance

MSFT opened at $505.41 on Tuesday. The company has a market capitalization of $3.75 trillion, a price-to-earnings ratio of 28.14, a P/E/G ratio of 1.60 and a beta of 1.11. The business's 50-day moving average price is $458.23 and its two-hundred day moving average price is $420.22. 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.

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

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Piper Sandler lifted their target price on Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a report on Tuesday, July 28th. Scotiabank restated an "outperform" rating and issued a $510.00 price target on shares of Microsoft in a report on Thursday, July 30th. Evercore set a $528.00 price target on Microsoft in a research report on Thursday, July 30th. CLSA reiterated an "outperform" rating on shares of Microsoft in a report on Thursday, July 30th. Finally, Oppenheimer reiterated an "outperform" rating and issued a $515.00 price objective on shares of Microsoft in a research report on Wednesday, July 22nd. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $564.27.

About Microsoft

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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