Vigil Wealth Management LLC Acquires 1,227 Shares of Microsoft Corporation $MSFT

Key Points

• Vigil Wealth Management increased its Microsoft stake by 85% in the second quarter, buying 1,227 additional shares to hold 2,670 shares valued at approximately $996,000. Institutional investors collectively own 71.13% of Microsoft.
• Analysts remain broadly bullish, with 43 Buy ratings, four Holds and one Sell; the stock has a consensus “Moderate Buy” rating and a $571.18 price target. Microsoft also beat quarterly earnings and revenue estimates, with revenue up 17.7% year over year.
• Microsoft’s CEO and CFO sold shares under pre-arranged trading plans, while the company raised its quarterly dividend to $0.98 per share. Key investor considerations include strong Azure and AI demand, alongside risks from heavy AI spending and elevated valuation.

Vigil Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 85.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,670 shares of the software giant's stock after purchasing an additional 1,227 shares during the quarter. Microsoft accounts for about 0.7% of Vigil Wealth Management LLC's portfolio, making the stock its 21st biggest position. Vigil Wealth Management LLC's holdings in Microsoft were worth $996,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently made changes to their positions in the company. BLB&B Advisors LLC lifted its holdings in Microsoft by 7.4% during the second quarter. BLB&B Advisors LLC now owns 166,945 shares of the software giant's stock worth $62,274,000 after acquiring an additional 11,547 shares during the period. Convergence Financial LLC boosted its position in Microsoft by 31.1% during the second quarter. Convergence Financial LLC now owns 48,438 shares of the software giant's stock worth $18,069,000 after purchasing an additional 11,498 shares during the period. TBH Global Asset Management LLC grew its stake in Microsoft by 0.9% in the 2nd quarter. TBH Global Asset Management LLC now owns 22,404 shares of the software giant's stock valued at $8,357,000 after buying an additional 205 shares in the last quarter. Triton Wealth Management PLLC grew its position in shares of Microsoft by 11.5% in the second quarter. Triton Wealth Management PLLC now owns 9,223 shares of the software giant's stock valued at $3,536,000 after purchasing an additional 949 shares in the last quarter. Finally, Bridgewater Advisors Inc. grew its holdings in Microsoft by 8.3% during the 2nd quarter. Bridgewater Advisors Inc. now owns 74,033 shares of the software giant's stock valued at $27,616,000 after buying an additional 5,682 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Barclays cut their price objective 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. Scotiabank restated an "outperform" rating and set a $510.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Weiss Ratings upgraded shares of Microsoft from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, August 27th. Finally, Jefferies Financial Group reissued a "buy" rating on shares of Microsoft in a research note on Monday, September 21st. Forty-three research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $571.18.

Insider Activity at Microsoft

In other Microsoft news, EVP Amy Hood sold 41,674 shares of the stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the completion of the transaction, the executive vice president owned 533,624 shares of the company's stock, valued at $265,888,830.48. This represents a 7.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer owned 486,763 shares of the company's stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 143,009 shares of company stock worth $71,420,699 in the last quarter. 0.03% of the stock is owned by company insiders.

Microsoft Stock Up 0.9%

MSFT stock opened at $517.53 on Friday. The stock has a market cap of $3.84 trillion, a P/E ratio of 28.82, a PEG ratio of 1.65 and a beta of 1.10. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The business's 50-day moving average price is $490.08 and its 200-day moving average price is $429.97. 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 announced 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. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company's revenue was up 17.7% on a year-over-year basis. During the same period last year, the firm earned $3.65 EPS. On average, equities research analysts forecast that Microsoft Corporation will post 19.62 EPS for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. Microsoft's dividend payout ratio (DPR) is 20.27%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure and AI demand remain the primary catalyst. Investor data and analyst commentary point to accelerating Azure demand, while Microsoft’s recent earnings showed its fastest cloud growth in four years. The improving demand is helping ease concerns that the company’s substantial AI infrastructure spending will not generate adequate returns. Ca$htag: MSFT Azure Cloud Drives Soaring Demand
• Positive Sentiment: Wells Fargo added Microsoft to its Q4 Tactical Ideas list and raised its price target to $725, citing Azure’s growth potential and the prospect of improved AI monetization through Copilot. The action adds to a series of bullish analyst revisions; one report noted that 52 analysts covering Microsoft currently have no sell ratings. With Azure as a Catalyst, Microsoft Is Positioned for Sustained Growth
• Positive Sentiment: Microsoft’s OpenAI relationship provides potential additional value. Investors are increasingly focused on Microsoft’s stake and commercial partnership with OpenAI, particularly ahead of a possible OpenAI initial public offering that could provide a market reference for the investment. OpenAI’s Future IPO Keeps Me Buying Microsoft
• Positive Sentiment: Microsoft introduced new real-time AI speech models for customer-service agents, multilingual assistants and voice interfaces. The products broaden Microsoft’s enterprise AI offering and could support additional cloud consumption and software revenue. Microsoft Targets Contact Center Market With Real-Time AI Voice Models
• Neutral Sentiment: Investors are awaiting Microsoft’s October 7 Surface and Windows event. New hardware or Windows updates could support the ecosystem, although the event has not yet produced a material earnings catalyst. Microsoft Stock Notches Up Ahead of the Surface Show
• Negative Sentiment: Risks include heavy AI capital spending, valuation concerns and broader market concentration. Critics argue that rising data-center capacity could pressure compute pricing and returns, while strategists warn that a market correction could disproportionately affect megacap technology stocks. Microsoft’s dividend remains affordable, but AI infrastructure spending and lease commitments could limit future dividend growth. Morgan Stanley Strategist Sees Market Drawdown Potential

About Microsoft

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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