Legacy Wealth Advisors LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

Legacy Wealth Advisors LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 28.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 10,192 shares of the software giant’s stock after purchasing an additional 2,276 shares during the period. Microsoft comprises about 1.9% of Legacy Wealth Advisors LLC’s portfolio, making the stock its 11th biggest holding. Legacy Wealth Advisors LLC’s holdings in Microsoft were worth $3,773,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors purchased a new stake in Microsoft during the fourth quarter valued at about $34,000. Timmons Wealth Management LLC bought a new position in Microsoft during the fourth quarter worth about $36,000. Fairway Wealth LLC boosted its position in Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after purchasing an additional 66 shares during the period. Finally, University of Illinois Foundation purchased a new position in shares of Microsoft in the second quarter worth about $50,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,500 shares of the business’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares in the company, valued at $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $487.65 on Tuesday. The company has a 50 day moving average of $399.37 and a 200 day moving average of $405.57. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.62 trillion, a P/E ratio of 27.15, a P/E/G ratio of 1.48 and a beta of 1.10. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the prior year, the company posted $3.65 EPS. The business’s revenue for the quarter was up 17.7% compared to the same quarter last year. As a group, sell-side analysts forecast that Microsoft Corporation will post 19.53 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the stock. Scotiabank reissued an “outperform” rating and issued a $510.00 price target on shares of Microsoft in a research report on Thursday. Argus cut their price objective 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. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Microsoft in a research note on Monday, July 20th. Rothschild & Co Redburn dropped their target price on Microsoft from $450.00 to $400.00 and set a “neutral” rating on the stock in a research report on Thursday, April 23rd. Finally, Sanford C. Bernstein increased their target price on Microsoft from $646.00 to $647.00 and gave the stock an “outperform” rating in a research report on Thursday. Forty-two equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $558.64.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth and AI monetization are driving the rally. Microsoft’s quarterly revenue and earnings exceeded expectations, while Azure growth accelerated to approximately 30%. Analysts and commentators said demand for cloud and generative-AI services is beginning to justify the company’s roughly $175 billion in annual spending. Microsoft Just Proved that AI Spending Can Pay Off
• Positive Sentiment: Strong bookings and infrastructure commitments support future revenue. Microsoft’s cloud backlog and more than $100 billion in data-center leases indicate that customers are committing to long-term capacity, giving investors greater confidence in continued Azure and AI expansion. Big Tech’s Cloud Backlog Just Hit $2.3 Trillion
• Positive Sentiment: Wall Street sentiment has improved. Analysts described Microsoft as one of the better-positioned hyperscalers in the AI race, citing its balance sheet, recurring software revenue, free-cash-flow generation and cloud leadership. The post-earnings advance has erased the stock’s prior 2026 losses and renewed expectations for additional upside. Microsoft’s Stock Is on a Run Not Seen in 26 Years
• Neutral Sentiment: Microsoft 365 ecosystem expansion. Paychex launched its WISE workforce-intelligence integration in Microsoft 365 Copilot and Teams, reinforcing Microsoft’s platform reach among small and midsize businesses, although the direct financial impact for MSFT is likely modest. Paychex Brings WISE Workforce Intelligence to Microsoft 365 Copilot and Teams
• Negative Sentiment: Securities litigation remains an overhang. Several law firms publicized a class action concerning alleged misrepresentations about Copilot functionality, AI adoption and Azure growth, with an August 11 lead-plaintiff deadline. The announcements do not establish liability but could increase legal, reputational and disclosure risks. MSFT Shareholder Alert
• Negative Sentiment: Capital spending and free cash flow remain watch points. The scale of AI infrastructure spending could pressure cash flow and returns if monetization slows, even though recent results have eased those concerns. The AI Spending Boom and Free Cash Flow

About Microsoft

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).