Microsoft Corporation $MSFT Shares Acquired by KFG Wealth Management LLC

KFG Wealth Management LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 20.2% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,328 shares of the software giant’s stock after buying an additional 1,232 shares during the period. KFG Wealth Management LLC’s holdings in Microsoft were worth $2,734,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Bank of America Corp DE purchased a new position in Microsoft in the second quarter worth $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Microsoft by 0.9% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock worth $24,013,297,000 after purchasing an additional 543,172 shares in the last quarter. Legal & General Group Plc purchased a new stake in shares of Microsoft during the 2nd quarter valued at $18,306,443,000. Amundi lifted its holdings in shares of Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after purchasing an additional 9,814,598 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock valued at $10,852,884,000 after purchasing an additional 2,784,809 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In other news, 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 transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president 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 SEC filing for this sale provides additional information. In the last quarter, insiders sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is owned by insiders.

Microsoft Stock Down 0.2%

NASDAQ MSFT opened at $531.33 on Wednesday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a fifty day simple moving average of $510.19 and a two-hundred day simple moving average of $437.69.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period last year, the firm earned $3.65 earnings per share. Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. On average, research analysts expect that Microsoft Corporation will post 19.66 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.98 dividend. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on MSFT. Morgan Stanley cut Microsoft from an “overweight” rating to a “negative” rating in a research report on Monday, October 5th. Mizuho upped their target price on Microsoft from $510.00 to $600.00 and gave the company an “outperform” rating in a research report on Thursday, October 15th. Phillip Securities cut Microsoft from a “moderate buy” rating to a “hold” rating in a research note on Monday, October 12th. Barclays increased their price target on Microsoft from $512.00 to $600.00 and gave the company an “overweight” rating in a research note on Tuesday, October 13th. Finally, Wolfe Research downgraded Microsoft from an “outperform” rating to a “hold” rating in a report on Wednesday, September 23rd. Forty-four investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $596.07.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts remain constructive ahead of earnings. Oppenheimer raised its price target to $625 from $570, while Truist lifted its target to $600 from $575; both cited strong enterprise demand and sustained Azure growth. Oppenheimer raises Microsoft target ahead of earnings
• Positive Sentiment: Wall Street expects continued AI momentum, with Azure growth projected to accelerate toward 45% and Copilot adoption supporting longer-term monetization. Microsoft’s reported cloud backlog and a reported agreement for Anthropic to spend at least $45 billion on Microsoft cloud infrastructure also reinforce demand visibility. Azure AI growth ahead of earnings
• Positive Sentiment: Microsoft expanded its AI collaboration with Dayforce across human resources, finance and operations, potentially broadening enterprise use of Microsoft’s AI and cloud ecosystem. Dayforce expands AI collaboration with Microsoft
• Neutral Sentiment: Microsoft reports after the bell Wednesday. Analysts expect approximately $4.72 EPS and $90.69 billion in revenue, while options markets imply about a 5.09% post-earnings move. Traders are positioned around $555 calls and $460 puts, signaling substantial volatility rather than a clear direction. Microsoft earnings options outlook
• Negative Sentiment: Microsoft is offering voluntary buyouts to roughly 60,000 employees across the U.S., Canada, India and the U.K. The move may reduce costs and redirect resources toward AI, but its scale raises concerns about restructuring, execution and the underlying pressure from heavy data-center investment. Microsoft offers voluntary buyouts to 60,000 employees
• Negative Sentiment: Investors are also weighing rising AI infrastructure costs, capacity constraints and possible margin pressure. A reported delay affecting a Microsoft AI data-center project in the U.K. highlights the practical bottlenecks facing the company’s aggressive capital-spending strategy. Microsoft AI data-center constraints

Microsoft Profile

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.