Victrix Investment Advisors Has $10.29 Million Stake in Microsoft Corporation $MSFT

Key Points

• Victrix Investment Advisors increased its Microsoft stake by 21.9% in the second quarter, reaching 27,595 shares valued at approximately $10.29 million. Microsoft now represents 4.3% of the firm’s portfolio, while institutional investors collectively own 71.13% of the company.
• Microsoft reported strong quarterly results, with revenue up 17.7% year over year to $90.01 billion and earnings of $4.74 per share, exceeding analyst expectations. Analysts maintain a “Moderate Buy” consensus with an average price target of $560.27.
• AI growth remains central to Microsoft’s outlook, supported by Azure demand, potential proprietary Maia AI chips, and expanding data-center capacity. However, investors are weighing these opportunities against nearly $115.9 billion in annual capital spending, declining free cash flow, insider selling, and valuation concerns.

Victrix Investment Advisors increased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 21.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 27,595 shares of the software giant's stock after acquiring an additional 4,955 shares during the quarter. Microsoft comprises approximately 4.3% of Victrix Investment Advisors' portfolio, making the stock its 6th biggest position. Victrix Investment Advisors' holdings in Microsoft were worth $10,293,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Markel Group Inc. increased its holdings in shares of Microsoft by 0.4% in the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock worth $199,014,000 after purchasing an additional 1,950 shares in the last quarter. Bessemer Group Inc. lifted its holdings in shares of Microsoft by 8.4% during the first quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant's stock valued at $2,562,197,000 after purchasing an additional 537,634 shares in the last quarter. Taylor Securities Services Inc. bought a new position in shares of Microsoft during the fourth quarter valued at $2,616,000. Werba Rubin Papier Wealth Management boosted its position in shares of Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after buying an additional 1,698 shares during the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its position in shares of Microsoft by 138.8% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock valued at $502,077,000 after buying an additional 788,297 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly preparing to launch its Maia 300 AI accelerator as soon as this fall and is discussing production with TSMC. Developing proprietary chips could reduce long-term reliance on Nvidia, improve supply-chain control, and support Microsoft’s expanding AI infrastructure. Microsoft’s Betting Big on Its Own AI Chips
• Positive Sentiment: Meta has reportedly become one of Microsoft’s largest Azure AI customers, spending hundreds of millions of dollars annually and consuming substantial computing capacity. The relationship reinforces evidence that enterprise demand is translating into Azure revenue. Meta Emerges as a Major Microsoft Azure AI Client
• Positive Sentiment: Microsoft raised its quarterly dividend to $0.91 per share, while Azure revenue reportedly surpassed $100 billion. Analysts and financial commentators also highlighted a roughly $678 billion backlog and continued strong demand for cloud and AI services. Microsoft Raises Dividend as AI Capital Spending Hits Record Levels
• Neutral Sentiment: Microsoft approved the Horizon 1 Texas data-center project involving IREN, potentially expanding capacity available for AI workloads. The development is strategically relevant, although the near-term financial benefit to Microsoft remains unclear. Microsoft Accepts Horizon 1
• Negative Sentiment: Annual capital spending has climbed nearly 80% to about $115.9 billion, while free cash flow declined. Investors remain focused on whether AI revenue growth will generate adequate returns on this spending. Microsoft Spent $115.9 Billion on AI
• Negative Sentiment: TCI Management reportedly exited its Microsoft position and increased its Alphabet stake, adding a notable institutional-selling signal. Separately, commentary warned that Microsoft’s valuation depends on optimistic earnings forecasts, while higher bond yields could reduce the present value of future AI profits. TCI Exits Microsoft

Microsoft Stock Performance

Microsoft stock opened at $483.24 on Monday. The business has a 50-day simple moving average of $419.61 and a two-hundred day simple moving average of $409.20. The company has a market cap of $3.59 trillion, a P/E ratio of 26.91, a P/E/G ratio of 1.56 and a beta of 1.10. 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 issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business's quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.65 EPS. Analysts predict that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft's dividend payout ratio is currently 20.27%.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,810 shares of the firm's stock in a transaction 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 transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 37,310 shares of company stock worth $17,256,219 over the last quarter. Insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on MSFT. Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. DZ Bank reaffirmed a "buy" rating on shares of Microsoft in a report on Thursday, April 30th. Barclays reduced their price target on shares of Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a research note on Thursday, July 30th. Weiss Ratings reissued a "hold (c)" rating on shares of Microsoft in a report on Monday, July 6th. Finally, Jefferies Financial Group restated a "buy" rating on shares of Microsoft in a research report on Monday, May 4th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $560.27.

Microsoft Company Profile

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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