Tulsa Wealth Advisors INC Purchases 2,487 Shares of Microsoft Corporation $MSFT

Key Points

• Tulsa Wealth Advisors increased its Microsoft position by 8.1% in the second quarter, adding 2,487 shares to hold 33,111 shares worth approximately $12.35 million. Institutional investors and hedge funds own 71.13% of Microsoft.
• Analyst sentiment remains positive, with 41 Buy ratings, five Holds and two Sells; Microsoft has an average rating of “Moderate Buy” and an average price target of $578.73.
• Microsoft surpassed quarterly expectations with $4.74 in earnings per share and $90.01 billion in revenue, while revenue rose 17.7% year over year. The company also increased its quarterly dividend to $0.98 per share, although insiders sold shares worth about $71.4 million during the latest quarter.

Tulsa Wealth Advisors INC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 33,111 shares of the software giant's stock after buying an additional 2,487 shares during the period. Microsoft comprises 1.7% of Tulsa Wealth Advisors INC's portfolio, making the stock its 15th biggest position. Tulsa Wealth Advisors INC's holdings in Microsoft were worth $12,351,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Frankly Finances LLC acquired a new position in Microsoft in the second quarter worth $35,000. MidAtlantic Capital Management Inc. acquired a new position in Microsoft during the 4th quarter worth about $59,000. Fiduciary Advisors Inc. grew its holdings in Microsoft by 37.4% during the 2nd 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. Lifetime Wealth Management P.C. acquired a new stake in Microsoft in the 4th quarter valued at about $101,000. Finally, Glynn Capital Management LLC raised its stake in shares of Microsoft by 34.2% in the second quarter. Glynn Capital Management LLC now owns 255 shares of the software giant's stock worth $95,000 after acquiring an additional 65 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on MSFT shares. Weiss Ratings raised shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, August 27th. Scotiabank lifted their target price on Microsoft from $510.00 to $615.00 and gave the company an "outperform" rating in a research note on Monday. Evercore upgraded Microsoft from an "underperform" rating to an "outperform" rating in a research report on Monday. Wolfe Research lowered Microsoft from an "outperform" rating to a "hold" rating in a research note on Wednesday, September 23rd. Finally, Cantor Fitzgerald raised their price target on Microsoft from $522.00 to $608.00 and gave the company an "overweight" rating in a report on Monday, September 21st. Forty-one analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $578.73.

Microsoft Stock Up 0.8%

NASDAQ:MSFT opened at $529.30 on Wednesday. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The stock's fifty day simple moving average is $495.52 and its 200-day simple moving average is $432.04. The firm has a market capitalization of $3.93 trillion, a P/E ratio of 29.47, a P/E/G ratio of 1.69 and a beta of 1.10.

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 analysts' consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the company posted $3.65 earnings per share. The firm's revenue was up 17.7% on a year-over-year basis. Equities research analysts expect that Microsoft Corporation will post 19.62 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.91. Microsoft's dividend payout ratio is 20.27%.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst upgrade and higher price target: Melius Research upgraded Microsoft from “Hold” to “Buy” and set a $665 target, arguing that corporate concerns about AI safety, governance and security could increase demand for Microsoft’s enterprise tools. BNP Paribas also reportedly raised its forecast to $604, citing Azure growth, Copilot consumption-based pricing and the integration of OpenAI-related revenue. Melius Research upgrades Microsoft
• Positive Sentiment: AI and cloud momentum remain the core catalyst: Investors continue to focus on strong Azure demand, expanding AI infrastructure requirements and Copilot adoption. Microsoft is increasingly viewed as a relatively dependable enterprise AI leader, with its installed base, cloud platform and security products potentially giving it an advantage as businesses seek trusted AI solutions. Microsoft viewed as an AI leader
• Positive Sentiment: Upcoming Windows and Surface event: Microsoft’s October 7 event will highlight on-device AI and could provide updates on Windows, Surface and Copilot monetization. The event is being watched for evidence that AI can reinvigorate the devices business while complementing faster-growing cloud operations. Microsoft Windows and Surface event
• Neutral Sentiment: Internal AI model shift: Microsoft is reportedly steering employees away from Anthropic’s Claude toward internally developed AI models. This could reduce costs and dependence on outside providers, but investors will watch whether Microsoft maintains performance and enterprise customer confidence.
• Negative Sentiment: Risks include valuation, spending and rates: Microsoft’s strong recent rally has increased valuation concerns, while substantial capital expenditures needed for data centers could pressure free cash flow. Rising Treasury yields may also weigh on richly valued AI stocks. Rising Treasury yields and AI stocks
• Negative Sentiment: Isolated selling signals: A member of Congress disclosed a sale of Microsoft shares ahead of earnings season. The trade is a limited sentiment indicator rather than a fundamental development, but it may attract attention after reports that Microsoft insiders have sold shares without reported purchases in recent months. Congressman sells Microsoft stock

Insider Activity

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company's stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction 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 $49,007,086.83. This trade represents a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 143,009 shares of company stock worth $71,420,699 over the last quarter. 0.03% of the stock is owned by insiders.

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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