San Luis Wealth Advisors LLC Raises Holdings in Microsoft Corporation $MSFT

San Luis Wealth Advisors LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 15.3% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 33,304 shares of the software giant’s stock after buying an additional 4,412 shares during the period. Microsoft accounts for about 1.9% of San Luis Wealth Advisors LLC’s holdings, making the stock its 14th biggest holding. San Luis Wealth Advisors LLC’s holdings in Microsoft were worth $12,423,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its position in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after acquiring an additional 20 shares during the last quarter. Shepherd Kaplan Krochuk LLC increased its position in Microsoft by 4.9% during the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock worth $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC raised its stake in Microsoft by 3.1% during the fourth quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after purchasing an additional 21 shares during the period. Pollock Investment Advisors LLC raised its stake in Microsoft by 0.8% during the third quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after purchasing an additional 21 shares during the period. Finally, Better Money Decisions LLC boosted its holdings in Microsoft by 0.6% in the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after purchasing an additional 21 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the stock in a transaction dated Tuesday, September 1st. The shares were 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 of the company’s stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. 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. Insiders sold 101,335 shares of company stock worth $50,655,795 over the last 90 days. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

NASDAQ:MSFT opened at $491.65 on Thursday. The firm has a market capitalization of $3.65 trillion, a PE ratio of 27.37, a price-to-earnings-growth ratio of 1.59 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. 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 business’s fifty day moving average price is $451.71 and its 200 day moving average price is $417.95.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data 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. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same quarter last year, the company posted $3.65 earnings per share. On average, sell-side analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure has surpassed a $100 billion annualized revenue run rate and reorganized its reporting structure around AI agents and infrastructure. The disclosure improves visibility into the company’s fastest-growing business and reinforces the long-term AI investment case. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is supporting UpDoc’s team in an ARPA-H program developing autonomous clinical AI for cardiovascular care, alongside OpenAI and NVIDIA. The initiative offers potential strategic and reputational benefits in healthcare AI, although the immediate financial impact is likely limited. ARPA-H Selects UpDoc to Lead Development of Autonomous Clinical AI System
• Positive Sentiment: Pershing Square, managed by Bill Ackman, reportedly increased its Microsoft position by 6.2 million shares. The purchase may provide a sentiment boost by signaling confidence from a prominent activist investor. Pershing Square’s Bill Ackman Boosts Microsoft Stake
• Neutral Sentiment: Strong demand for high-bandwidth memory from Microsoft and other AI companies is benefiting suppliers such as SK Hynix. The report highlights Microsoft’s continued AI infrastructure spending, but also underscores dependence on costly hardware and supply-chain capacity. Nvidia and Meta Are Hungry for HBM
• Negative Sentiment: Microsoft’s latest Patch Tuesday addressed a record 974 vulnerabilities, including two Windows zero-days reportedly exploited in the wild. While the fixes reduce longer-term security risk, the scale of the release may raise concerns about software quality, cybersecurity costs and potential customer disruption. Microsoft Patches Record 974 Flaws
• Negative Sentiment: An analyst downgrade argues that Microsoft’s AI capital-expenditure rotation does not yet support an optimistic view, intensifying concerns that infrastructure spending could pressure returns and free cash flow before monetization catches up. Microsoft: CapEx Rotation Does Not Support an Optimistic View
• Negative Sentiment: Fresh lawsuits from news organizations over AI training and content usage add legal and regulatory uncertainty to Microsoft’s OpenAI relationship. Rising Treasury yields are an additional valuation headwind for large technology companies. Microsoft’s OpenAI Partnership Draws Fresh Legal Fire

Wall Street Analyst Weigh In

Several brokerages recently weighed in on MSFT. Wells Fargo & Company increased their price objective on Microsoft from $650.00 to $700.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. UBS Group set a $525.00 price target on Microsoft in a research note on Thursday, July 30th. Wolfe Research reiterated an “outperform” rating and set a $550.00 price target on shares of Microsoft in a report on Thursday, July 30th. Scotiabank reissued an “outperform” rating and set a $510.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. Finally, Mizuho reduced their price objective on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating on the stock in a report on Wednesday, July 15th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $564.27.

Microsoft Company Profile

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.