Turner Financial Group Inc. Purchases 3,438 Shares of Microsoft Corporation $MSFT

Key Points

• Turner Financial Group acquired 3,438 Microsoft shares valued at approximately $1.28 million, making Microsoft its 15th-largest holding and representing 1.3% of its portfolio.
• Microsoft reported strong fiscal Q1 results, with revenue up 18.8% year over year to $92.28 billion and Azure revenue rising 48%, while analysts maintain a “Moderate Buy” consensus and an average price target of $609.54.
• Microsoft raised its quarterly dividend to $0.98 per share, but insiders have sold 150,314 shares worth about $75.4 million over the past three months; investors are also monitoring high AI spending, planned debt issuance and OpenAI revenue concentration.

Turner Financial Group Inc. acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 3,438 shares of the software giant's stock, valued at approximately $1,282,000. Microsoft accounts for 1.3% of Turner Financial Group Inc.'s investment portfolio, making the stock its 15th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. Bank of America Corp DE acquired a new position in Microsoft in the 2nd quarter valued at about $27,338,370,000. Legal & General Group Plc bought a new position in Microsoft in the 2nd quarter valued at about $18,306,443,000. Jupiter Topco LLC acquired a new stake in Microsoft during the second quarter worth approximately $6,928,664,000. Canada Pension Plan Investment Board acquired a new stake in Microsoft during the second quarter worth approximately $5,653,812,000. Finally, The Manufacturers Life Insurance Company bought a new stake in shares of Microsoft during the second quarter worth approximately $4,000,706,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 10,000 shares of the firm's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, 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. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Amy Hood sold 7,305 shares of the firm's stock in a transaction that occurred on Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the sale, the executive vice president owned 555,396 shares of the company's stock, valued at approximately $302,924,086.32. The trade was a 1.30% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 150,314 shares of company stock valued at $75,404,992. 0.03% of the stock is owned by insiders.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q1 revenue of $92.28 billion and adjusted earnings of $4.89 per share, exceeding analyst estimates. Revenue grew 18.8% year over year, while Azure revenue surged 48% to approximately $33.2 billion, reinforcing the company’s position as a leading beneficiary of enterprise AI adoption. Microsoft beats quarterly cloud revenue estimates
• Positive Sentiment: Strong cloud growth, a $677 billion commercial backlog and expanding Copilot and AI-agent adoption have prompted several analysts to raise their price targets, including Citigroup’s $680 target and RBC’s $640 target. Microsoft stock slips despite strong Azure growth
• Positive Sentiment: Microsoft generated approximately $18.6 billion in free cash flow, giving it substantially more flexibility than some rivals to fund AI investments without relying exclusively on debt. Analysts argue that the spending should be judged against the company’s cash generation and monetization potential. Microsoft Q1 capex and free cash flow
• Positive Sentiment: Microsoft is broadening Copilot distribution through education and finance-workflow integrations, while its AI-agent governance tools are attracting interest from major developers. These moves support the case for multiple long-term AI revenue streams. Microsoft expands Copilot in education
• Neutral Sentiment: Microsoft plans to issue as much as $25 billion in bonds, its first major U.S. bond sale since 2017, to support data-center and AI investment. Strong demand for the offering highlights investor confidence, but the borrowing also focuses attention on the scale of future capital requirements. Microsoft expects to raise $25 billion in bond sale
• Negative Sentiment: Capital expenditures came in below expectations, and Microsoft reduced its forecast to roughly $170 billion from $175 billion. Management attributed the shortfall to third-party chip and data-center capacity delays, but investors remain concerned that elevated spending may pressure returns and margins. AI buildout capex estimates
• Negative Sentiment: About $10 billion of quarterly revenue was tied to commercial arrangements with OpenAI, or nearly 11% of total revenue, increasing concentration and counterparty-risk concerns as the companies increasingly compete in AI services. Microsoft recorded $10 billion in revenue from OpenAI

Microsoft Trading Down 0.2%

NASDAQ MSFT opened at $530.14 on Friday. 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 firm has a market capitalization of $3.94 trillion, a PE ratio of 27.67, a price-to-earnings-growth ratio of 1.67 and a beta of 1.10. The business's 50-day moving average price is $512.10 and its two-hundred day moving average price is $438.21. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $551.15.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, topping analysts' consensus estimates of $4.72 by $0.17. The firm had revenue of $92.28 billion during the quarter, compared to the consensus estimate of $90.62 billion. Microsoft had a return on equity of 32.31% and a net margin of 41.17%. The business's revenue was up 18.8% compared to the same quarter last year. During the same period last year, the business posted $4.13 EPS. On average, analysts expect that Microsoft Corporation will post 19.66 EPS for the current year.

Microsoft Increases Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Wells Fargo & Company set a $750.00 target price on Microsoft in a research report on Thursday. Needham & Company LLC began coverage on Microsoft in a report on Wednesday, September 23rd. They set a "buy" rating for the company. CLSA restated an "outperform" rating on shares of Microsoft in a research note on Thursday, July 30th. Scotiabank set a $650.00 price target on Microsoft in a research note on Thursday. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and issued a $600.00 price objective on shares of Microsoft in a report on Monday, October 12th. Forty-five investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $609.54.

About Microsoft

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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