Quantum Financial Advisors LLC Has $6.42 Million Stock Position in Microsoft Corporation $MSFT

Quantum Financial Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 17,205 shares of the software giant’s stock after buying an additional 1,054 shares during the quarter. Quantum Financial Advisors LLC’s holdings in Microsoft were worth $6,418,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of MSFT. 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 purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in shares of Microsoft during the fourth quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft in the fourth quarter valued at approximately $36,000. Fairway Wealth LLC raised its holdings in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the last quarter. Finally, University of Illinois Foundation bought a new position in Microsoft in the 2nd quarter valued at approximately $50,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of research reports. Wells Fargo & Company boosted their target price on shares of Microsoft from $650.00 to $700.00 and gave the stock an “overweight” rating in a report on Wednesday, August 12th. Phillip Securities lowered shares of Microsoft from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. Raymond James Financial cut shares of Microsoft from a “market perform” rating to a “market perform” rating in a research note on Tuesday, May 5th. Piper Sandler increased their price objective on Microsoft from $540.00 to $550.00 and gave the company an “overweight” rating in a report on Tuesday, July 28th. Finally, Morgan Stanley reaffirmed an “overweight” rating 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $560.27.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 37,310 shares of company stock valued at $17,256,219. Company insiders own 0.03% of the company’s stock.

Microsoft News Summary

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

NASDAQ:MSFT opened at $483.24 on Monday. The firm’s fifty day moving average is $419.61 and its 200-day moving average is $409.20. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The firm 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 (NASDAQ:MSFT) last posted 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. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the prior year, the company posted $3.65 earnings per share. Microsoft’s revenue for the quarter was up 17.7% compared to the same quarter last year. Equities analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently declared 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 is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.

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).