United Asset Strategies Inc. Boosts Stake in Microsoft Corporation $MSFT

Key Points

• United Asset Strategies increased its Microsoft stake by 18.1% in the second quarter, acquiring 20,049 additional shares for a total of 130,692 shares valued at approximately $48.8 million. Institutional investors and hedge funds own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year to $90.01 billion and EPS of $4.74, beating analyst expectations. Azure and AI momentum continue to support the stock, though heavy AI infrastructure spending and valuation concerns remain risks.
• Wall Street remains broadly positive, with 42 analysts rating Microsoft a Buy and five assigning a Hold rating; the consensus is “Moderate Buy” with an average price target of $560.27. Meanwhile, company insiders sold more than $10.1 million of shares over the past three months.

United Asset Strategies Inc. grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 18.1% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 130,692 shares of the software giant's stock after acquiring an additional 20,049 shares during the quarter. Microsoft comprises about 3.4% of United Asset Strategies Inc.'s portfolio, making the stock its 8th biggest holding. United Asset Strategies Inc.'s holdings in Microsoft were worth $48,751,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Frankly Finances LLC acquired a new stake in shares of Microsoft during the 2nd quarter worth $35,000. Cherrydale Wealth Management LLC raised its stake in Microsoft by 1.8% in the second quarter. Cherrydale Wealth Management LLC now owns 5,746 shares of the software giant's stock valued at $2,143,000 after purchasing an additional 100 shares in the last quarter. Brady Family Wealth LLC lifted its position in Microsoft by 0.4% during the second quarter. Brady Family Wealth LLC now owns 40,301 shares of the software giant's stock worth $15,033,000 after purchasing an additional 153 shares during the period. North Dallas Bank & Trust Co. lifted its position in Microsoft by 1.7% during the second quarter. North Dallas Bank & Trust Co. now owns 15,131 shares of the software giant's stock worth $5,644,000 after purchasing an additional 249 shares during the period. Finally, HHM Wealth Advisors LLC grew its stake in Microsoft by 7.5% during the second quarter. HHM Wealth Advisors LLC now owns 26,765 shares of the software giant's stock worth $9,984,000 after buying an additional 1,869 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
• Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
• Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
• Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
• Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
• Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now

Wall Street Analyst Weigh In

MSFT has been the subject of several analyst reports. Argus dropped their target price on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a research report on Friday, July 10th. Dbs Bank reduced their price target on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Weiss Ratings raised shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research note on Thursday. Citigroup restated a "buy" rating and set a $600.00 price objective (up from $570.00) on shares of Microsoft in a research report on Tuesday, July 28th. Finally, Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $560.27.

Insider Buying and Selling at Microsoft

In related news, 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 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 position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction on Wednesday, August 5th. The stock was 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 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 21,810 shares of company stock worth $10,110,874. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Shares of Microsoft stock opened at $513.53 on Monday. The firm has a market capitalization of $3.81 trillion, a PE ratio of 28.59, a price-to-earnings-growth ratio of 1.65 and a beta of 1.10. 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's 50 day moving average is $430.87 and its 200 day moving average is $412.43. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data 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 net margin of 40.31% and a return on equity of 31.98%. 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 firm earned $3.65 EPS. The firm's revenue was up 17.7% compared to the same quarter last year. Equities research analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

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).

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