Microsoft Corporation $MSFT Shares Acquired by Red Door Wealth Management LLC

Red Door Wealth Management LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 72,583 shares of the software giant’s stock after purchasing an additional 2,243 shares during the quarter. Microsoft accounts for approximately 2.5% of Red Door Wealth Management LLC’s holdings, making the stock its 11th largest position. Red Door Wealth Management LLC’s holdings in Microsoft were worth $27,075,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Longfellow Investment Management Co. LLC raised its stake in shares of 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 buying an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new position 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 valued at about $36,000. Fairway Wealth LLC grew its holdings 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 acquiring an additional 66 shares during the period. Finally, LSV Asset Management acquired a new position in Microsoft during the fourth quarter worth about $44,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft News Roundup

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 Stock Performance

Shares of MSFT opened at $513.53 on Monday. The company has a 50-day moving average of $430.87 and a two-hundred day moving average of $412.43. The stock has a market cap of $3.81 trillion, a price-to-earnings ratio of 28.59, a PEG ratio of 1.65 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s revenue was up 17.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.65 earnings per share. On average, equities research analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend

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

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the stock. China Renaissance lowered their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a report on Monday, May 4th. Barclays decreased their price target on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a research report on Thursday, July 30th. Weiss Ratings raised Microsoft from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft reiterated a “buy” rating on shares of Microsoft in a research report on Monday, July 20th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus target price of $560.27.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Judson Althoff sold 10,000 shares of the stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 21,810 shares of company stock valued at $10,110,874 in the last 90 days. Corporate insiders own 0.03% of the company’s stock.

Microsoft Company 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).