Vaquero Private Wealth Ltd. Takes Position in Microsoft Corporation $MSFT

Key Points

• Vaquero Private Wealth acquired 14,106 Microsoft shares during the second quarter, worth approximately $5.26 million. Institutional investors and hedge funds collectively own 71.13% of the stock.
• Microsoft reported quarterly earnings of $4.74 per share on $90.01 billion in revenue, exceeding analyst expectations, while revenue increased 17.7% year over year.
• Analysts maintain a bullish outlook, with a consensus “Moderate Buy” rating and an average price target of $564.27. However, Microsoft’s planned data-center expansion carries significant capital-expenditure and execution risks, and insiders have sold more than $50.6 million in shares over the past 90 days.

Vaquero Private Wealth Ltd. acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 14,106 shares of the software giant's stock, valued at approximately $5,262,000.

Several other hedge funds have also modified their holdings of the stock. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its holdings in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted its holdings in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its position in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction that occurred 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 of the company's stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company's stock, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 101,335 shares of company stock worth $50,655,795. 0.03% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on MSFT. Cantor Fitzgerald upped their price target on Microsoft from $502.00 to $522.00 and gave the stock an "overweight" rating in a report on Monday, July 27th. Wells Fargo & Company lifted their price objective on shares of Microsoft from $650.00 to $700.00 and gave the company an "overweight" rating in a research note on Wednesday, August 12th. Bank of America boosted their target price on shares of Microsoft from $500.00 to $600.00 and gave the stock a "buy" rating in a research report on Tuesday, September 1st. Argus lowered their price target on shares of Microsoft from $620.00 to $510.00 and set a "buy" rating for the company in a report on Friday, July 10th. Finally, Wolfe Research reaffirmed an "outperform" rating and set a $550.00 price target on shares of Microsoft in a report on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $564.27.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Microsoft Stock Performance

Shares of MSFT stock opened at $495.63 on Friday. The company has a market cap of $3.68 trillion, a P/E ratio of 27.60, a PEG ratio of 1.59 and a beta of 1.11. The business has a 50 day moving average of $455.85 and a two-hundred day moving average of $419.16. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. 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 (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.65 earnings per share. As a group, analysts anticipate that Microsoft Corporation will post 19.59 EPS for the current year.

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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