Yukon Wealth Management Inc. Buys New Holdings in Microsoft Corporation $MSFT

Key Points

• Yukon Wealth Management initiated a position in Microsoft during the second quarter, buying 22,139 shares valued at approximately $8.26 million. Microsoft now represents 2.4% of the firm’s portfolio and is its ninth-largest holding.
• Institutional investors and hedge funds own 71.13% of Microsoft, with several firms increasing their stakes, including Harel Insurance Investments, Bessemer Group and Empirical Wealth Management.
• Microsoft reported quarterly earnings of $4.74 per share and revenue of $90.01 billion, exceeding analyst expectations, while analysts maintain a “Moderate Buy” consensus and an average price target of $564.27.

Yukon Wealth Management Inc. purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 22,139 shares of the software giant's stock, valued at approximately $8,259,000. Microsoft accounts for 2.4% of Yukon Wealth Management Inc.'s portfolio, making the stock its 9th largest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant's stock worth $85,604,000 after acquiring an additional 8,773 shares during the last quarter. Markel Group Inc. boosted its holdings in Microsoft by 0.4% in the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant's stock valued at $199,014,000 after purchasing an additional 1,950 shares during the last quarter. Bessemer Group Inc. grew its stake in Microsoft by 8.4% during the 1st 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. acquired a new stake in Microsoft during the 4th quarter valued at approximately $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. increased its holdings in Microsoft by 138.8% during the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant's stock worth $502,077,000 after purchasing an additional 788,297 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

MSFT stock opened at $505.41 on Tuesday. The stock's 50 day simple moving average is $458.23 and its 200 day simple moving average is $420.22. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The firm has a market cap of $3.75 trillion, a P/E ratio of 28.14, a P/E/G ratio of 1.60 and a beta of 1.11. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the previous year, the company posted $3.65 earnings per share. The firm's revenue was up 17.7% on a year-over-year basis. As a group, equities research analysts predict that Microsoft Corporation will post 19.59 EPS for the current year.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft published a 37-page draft code of conduct for its in-house AI models, emphasizing that advanced AI should remain under meaningful human control and should not deceive people, resist shutdown, or hack systems. Investors appeared to interpret the framework as a way to address regulatory and reputational risks while supporting enterprise adoption. Microsoft drafts code of conduct to keep its AI under human control
• Positive Sentiment: Microsoft AI chief Mustafa Suleyman called for greater coordination among leading AI companies, including third-party disclosure of model capabilities. The move may help Microsoft position itself as a responsible AI leader as safety concerns and potential regulation intensify. Microsoft AI chief: Now’s the time for top labs to coordinate on safety
• Positive Sentiment: Investor commentary remains supportive of Microsoft’s fundamentals, citing Azure growth, more than $100 billion in annual Azure revenue, strong Copilot adoption, and a large cloud backlog. Bank of America reportedly raised its price target to $600, while other analysts maintain Buy or Outperform ratings.
• Positive Sentiment: Microsoft is one of the few major hyperscalers still maintaining share repurchases while expanding AI infrastructure, potentially supporting per-share earnings if cash generation remains strong. The End of Big Tech Buybacks
• Neutral Sentiment: Microsoft plans a substantial expansion of global data-center capacity to meet AI and cloud demand. The investment reinforces long-term growth prospects, but returns will depend on converting heavy spending on power, land, and computing equipment into durable revenue and margins. Microsoft to triple data centre capacity
• Negative Sentiment: Chipmaker weakness, rising Treasury yields, and concerns that AI development may need to slow pressured the wider technology sector. These factors could weigh on Microsoft’s valuation despite its relative strength and defensive enterprise-software exposure. S&P 500, Nasdaq, Dow Drop on Chipmaker Weakness

Analysts Set New Price Targets

Several research firms have recently commented on MSFT. Barclays reduced their target price on Microsoft from $545.00 to $512.00 and set an "overweight" rating for the company in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft restated a "buy" rating on shares of Microsoft in a research note on Monday, July 20th. The Goldman Sachs Group reiterated a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Mizuho decreased their price objective on shares of Microsoft from $515.00 to $490.00 and set an "outperform" rating for the company in a report on Wednesday, July 15th. Finally, DA Davidson reissued a "buy" rating and issued a $550.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $564.27.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated 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 sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the firm's stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 101,335 shares of company stock valued at $50,655,795. Company insiders own 0.03% of the company's stock.

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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