Old Mission Investment Co LLC Makes New $6.50 Million Investment in Microsoft Corporation $MSFT

Old Mission Investment Co LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 17,424 shares of the software giant’s stock, valued at approximately $6,500,000. Microsoft accounts for approximately 1.4% of Old Mission Investment Co LLC’s portfolio, making the stock its 14th largest holding.

Other hedge funds also recently made changes to their positions in the company. Bank of America Corp DE bought a new position in shares of Microsoft during the 2nd quarter worth approximately $27,338,370,000. Legal & General Group Plc acquired a new position in shares of Microsoft in the 2nd quarter valued at $18,306,443,000. Jupiter Topco LLC acquired a new stake in Microsoft during the 2nd quarter worth $6,928,664,000. Canada Pension Plan Investment Board bought a new stake in shares of Microsoft in the second quarter valued at about $5,653,812,000. Finally, The Manufacturers Life Insurance Company acquired a new position in shares of Microsoft during the 2nd quarter worth about $4,000,706,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. William Blair initiated coverage on shares of Microsoft in a report on Monday, October 5th. They issued an “outperform” rating on the stock. Sanford C. Bernstein upped their price objective on Microsoft from $662.00 to $722.00 and gave the company an “outperform” rating in a research note on Thursday. UBS Group set a $700.00 price target on Microsoft in a research report on Thursday. Truist Financial set a $630.00 price objective on Microsoft in a research note on Thursday. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $640.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Forty-five research 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.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $609.54.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q1 revenue of $92.28 billion and adjusted earnings of $4.89 per share, exceeding analyst estimates. Revenue grew 18.8% year over year, while Azure revenue surged 48% to approximately $33.2 billion, reinforcing the company’s position as a leading beneficiary of enterprise AI adoption. Microsoft beats quarterly cloud revenue estimates
• Positive Sentiment: Strong cloud growth, a $677 billion commercial backlog and expanding Copilot and AI-agent adoption have prompted several analysts to raise their price targets, including Citigroup’s $680 target and RBC’s $640 target. Microsoft stock slips despite strong Azure growth
• Positive Sentiment: Microsoft generated approximately $18.6 billion in free cash flow, giving it substantially more flexibility than some rivals to fund AI investments without relying exclusively on debt. Analysts argue that the spending should be judged against the company’s cash generation and monetization potential. Microsoft Q1 capex and free cash flow
• Positive Sentiment: Microsoft is broadening Copilot distribution through education and finance-workflow integrations, while its AI-agent governance tools are attracting interest from major developers. These moves support the case for multiple long-term AI revenue streams. Microsoft expands Copilot in education
• Neutral Sentiment: Microsoft plans to issue as much as $25 billion in bonds, its first major U.S. bond sale since 2017, to support data-center and AI investment. Strong demand for the offering highlights investor confidence, but the borrowing also focuses attention on the scale of future capital requirements. Microsoft expects to raise $25 billion in bond sale
• Negative Sentiment: Capital expenditures came in below expectations, and Microsoft reduced its forecast to roughly $170 billion from $175 billion. Management attributed the shortfall to third-party chip and data-center capacity delays, but investors remain concerned that elevated spending may pressure returns and margins. AI buildout capex estimates
• Negative Sentiment: About $10 billion of quarterly revenue was tied to commercial arrangements with OpenAI, or nearly 11% of total revenue, increasing concentration and counterparty-risk concerns as the companies increasingly compete in AI services. Microsoft recorded $10 billion in revenue from OpenAI

Microsoft Stock Down 0.2%

Shares of Microsoft stock opened at $530.14 on Friday. The stock’s 50-day moving average is $512.10 and its 200 day moving average is $438.21. Microsoft Corporation has a one year low of $349.20 and a one year high of $551.15. The firm has a market cap of $3.94 trillion, a price-to-earnings ratio of 27.67, a PEG ratio of 1.67 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 (NASDAQ:MSFT) last issued its earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, topping analysts’ consensus estimates of $4.72 by $0.17. Microsoft had a return on equity of 32.31% and a net margin of 41.17%. The business had revenue of $92.28 billion during the quarter, compared to the consensus estimate of $90.62 billion. During the same period in the previous year, the company posted $4.13 earnings per share. The firm’s revenue for the quarter was up 18.8% on a year-over-year basis. Equities research analysts anticipate that Microsoft Corporation will post 19.66 EPS for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is 20.27%.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction on 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 completion of the sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Amy Hood sold 7,305 shares of the business’s stock in a transaction on Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the transaction, the executive vice president owned 555,396 shares in the company, valued at $302,924,086.32. The trade was a 1.30% decrease in their position. 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. In the last quarter, insiders sold 150,314 shares of company stock worth $75,404,992. Corporate insiders own 0.03% of the company’s stock.

Microsoft Company 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.