Wedge Capital Management L L P NC Raises Holdings in Microsoft Corporation $MSFT

Key Points

• Wedge Capital Management increased its Microsoft stake by 32.2% in the second quarter, holding 201,880 shares valued at approximately $75.3 million. Institutional investors collectively own 71.13% of Microsoft.
• Microsoft reported strong quarterly results, with EPS of $4.74 beating estimates of $4.24 and revenue of $90.01 billion exceeding forecasts; revenue rose 17.7% year over year.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $560.27, although recent insider stock sales and valuation concerns may create near-term pressure.

Wedge Capital Management L L P NC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 32.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 201,880 shares of the software giant's stock after acquiring an additional 49,128 shares during the quarter. Microsoft comprises 1.2% of Wedge Capital Management L L P NC's holdings, making the stock its 17th largest holding. Wedge Capital Management L L P NC's holdings in Microsoft were worth $75,305,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Abound Wealth Management lifted its stake in shares of Microsoft by 39.7% in the 2nd quarter. Abound Wealth Management now owns 11,734 shares of the software giant's stock valued at $4,377,000 after purchasing an additional 3,334 shares during the last quarter. Insight Wealth Strategies LLC increased its position in shares of Microsoft by 7.4% during the 2nd quarter. Insight Wealth Strategies LLC now owns 20,025 shares of the software giant's stock worth $7,695,000 after purchasing an additional 1,376 shares during the last quarter. Butensky & Cohen Financial Security Inc. increased its position in shares of Microsoft by 2.5% during the 2nd quarter. Butensky & Cohen Financial Security Inc. now owns 13,991 shares of the software giant's stock worth $5,219,000 after purchasing an additional 339 shares during the last quarter. Hudson Value Partners LLC raised its holdings in Microsoft by 7.7% in the 2nd quarter. Hudson Value Partners LLC now owns 38,209 shares of the software giant's stock valued at $14,253,000 after buying an additional 2,722 shares during the period. Finally, Whitener Capital Management Inc. lifted its position in Microsoft by 7.1% in the second quarter. Whitener Capital Management Inc. now owns 44,199 shares of the software giant's stock valued at $16,487,000 after buying an additional 2,920 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

MSFT stock opened at $513.53 on Friday. The business's 50-day moving average is $430.87 and its two-hundred day moving average is $412.45. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The firm has a market capitalization of $3.81 trillion, a P/E ratio of 28.59, a P/E/G ratio of 1.63 and a beta of 1.11. 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 announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts' consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business's revenue for the quarter was up 17.7% on a year-over-year basis. During the same period in the previous year, the company posted $3.65 earnings per share. Analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,810 shares of the business's stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the completion of the transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,310 shares of company stock worth $17,256,219 over the last 90 days. Company insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Wolfe Research reissued an "outperform" rating and issued a $550.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Phillip Securities lowered Microsoft from a "strong-buy" rating to a "moderate buy" rating in a research report on Monday, August 3rd. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of Microsoft in a research note on Monday, July 20th. Dbs Bank dropped their target price on Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Finally, Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $560.27.

Key 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

Microsoft 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).

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source