Strategic Planning Group LLC Has $34.27 Million Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Strategic Planning Group LLC increased its Microsoft stake by 42.9% in the second quarter, owning 91,869 shares valued at approximately $34.27 million. Microsoft represents 3.7% of the firm’s portfolio and is its sixth-largest holding.
• Microsoft reported quarterly EPS of $4.74, exceeding estimates by $0.50, while revenue reached $90.01 billion, up 17.7% year over year. The stock opened at $493.95, with a $3.67 trillion market capitalization.
• Analysts remain broadly positive, with 42 Buy ratings, five Holds, and an average price target of $564.27. However, investors are monitoring insider selling, legal challenges involving OpenAI and AI-training data, and whether substantial AI infrastructure spending will generate sufficient returns.

Strategic Planning Group LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 42.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 91,869 shares of the software giant's stock after purchasing an additional 27,599 shares during the period. Microsoft accounts for 3.7% of Strategic Planning Group LLC's holdings, making the stock its 6th biggest holding. Strategic Planning Group LLC's holdings in Microsoft were worth $34,269,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the period. Bernzott Capital Advisors acquired a new position in shares of Microsoft in the 4th quarter worth approximately $34,000. Frankly Finances LLC bought a new stake in shares of Microsoft in the 2nd quarter valued at $35,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft in the 4th quarter valued at $36,000. Finally, Fairway Wealth LLC increased its position in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant's stock worth $43,000 after buying an additional 66 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Trading Down 1.2%

MSFT opened at $493.95 on Wednesday. The company has a fifty day moving average price of $449.56 and a two-hundred day moving average price of $417.29. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The company has a market cap of $3.67 trillion, a P/E ratio of 27.50, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results 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 return on equity of 31.98% and a net margin of 40.31%.The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the business posted $3.65 EPS. The firm's revenue for the quarter was up 17.7% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure is generating more than a $100 billion annualized revenue run rate and reorganized reporting around AI infrastructure and agents. Greater Azure transparency and accelerating demand could support revenue visibility and investor confidence. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is positioned at the center of a projected multitrillion-dollar AI infrastructure buildout, with Azure demand, large customer commitments, and its partnership with NVIDIA potentially creating a long-term growth opportunity. Nvidia, Microsoft at Center of $7 Trillion AI Boom
• Neutral Sentiment: Analysts remain broadly constructive, with recent buy or overweight ratings and a reported median price target of $540. However, the stock’s sharp advance and proximity to its prior high make continued gains dependent on cash-flow conversion and the payoff from heavy AI investment. Microsoft Stock Opinions on Recent Earnings and Business Reorganization
• Negative Sentiment: Two additional lawsuits from news organizations over the use of news content in AI training increase legal uncertainty around Microsoft’s OpenAI relationship and could create financial, reputational, or operational costs. Microsoft's OpenAI Partnership Draws Fresh Legal Fire
• Negative Sentiment: Microsoft’s effort to measure the “useful yield” produced by each AI infrastructure dollar and watt highlights investor concerns about whether massive data-center spending will generate adequate returns. The scrutiny could pressure sentiment toward Microsoft and key supplier NVIDIA. Microsoft’s Useful Yield Test Raises the Stakes for NVIDIA’s AI Economics
• Negative Sentiment: Recent reports also cite insider selling, including sales by Chief Executive Officer Satya Nadella, while separate reports of Outlook and Microsoft 365 service disruptions add modest execution and reliability concerns. Microsoft's OpenAI Partnership Draws Fresh Legal Fire

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 42,677 shares of the company's stock, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the business'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 value of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares of the company's stock, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 101,335 shares of company stock worth $50,655,795. Corporate insiders own 0.03% of the company's stock.

Analyst Ratings Changes

MSFT has been the subject of a number of analyst reports. Bank of America lifted their target price on shares of Microsoft from $500.00 to $600.00 and gave the stock a "buy" rating in a research note on Tuesday, September 1st. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a report on Thursday, July 30th. Tigress Financial lifted their price objective on Microsoft from $680.00 to $690.00 and gave the stock a "buy" rating in a research report on Wednesday, August 5th. Oppenheimer reissued an "outperform" rating and issued a $515.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Finally, Sanford C. Bernstein set a $660.00 target price on Microsoft in a research report on Monday, August 10th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target 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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