Microsoft Corporation $MSFT Shares Purchased by Wall Street Financial Group Inc.

Wall Street Financial Group Inc. raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.6% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,220 shares of the software giant’s stock after acquiring an additional 1,511 shares during the quarter. Microsoft makes up 2.2% of Wall Street Financial Group Inc.’s portfolio, making the stock its 10th largest holding. Wall Street Financial Group Inc.’s holdings in Microsoft were worth $4,185,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its holdings 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 acquiring an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft during the 4th quarter valued at $34,000. Frankly Finances LLC bought a new position in Microsoft in the 2nd quarter valued at $35,000. Timmons Wealth Management LLC bought a new stake in shares of Microsoft during the fourth quarter worth $36,000. Finally, Fairway Wealth LLC increased its stake in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the business’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft 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 in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 21,810 shares of company stock worth $10,110,874 in the last three months. 0.03% of the stock is owned by insiders.

Microsoft Stock Down 1.2%

Shares of Microsoft stock opened at $507.29 on Tuesday. The business has a fifty day simple moving average of $433.67 and a 200 day simple moving average of $413.10. The stock has a market cap of $3.77 trillion, a PE ratio of 28.25, a price-to-earnings-growth ratio of 1.65 and a beta of 1.10. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

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

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Analysts Set New Price Targets

Several brokerages recently issued reports on MSFT. CLSA reiterated an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. Dbs Bank dropped their target price on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Wells Fargo & Company increased their price target on shares of Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a research note on Wednesday, August 12th. Wedbush reissued an “outperform” rating and issued a $575.00 price target on shares of Microsoft in a report on Wednesday, May 13th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $640.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $560.27.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Saudi Arabia’s HUMAIN expanded their strategic partnership, introducing enterprise AI offerings and an AI-enabled PC. The agreement supports Microsoft’s effort to expand Azure and Copilot-related AI adoption internationally. Microsoft and HUMAIN Expand Strategic Collaboration at LEAP 2026 with New Enterprise AI Offering and AI PC
• Positive Sentiment: Goldman Sachs expects elevated AI capital spending to continue into 2027. Sustained demand for cloud computing, data-center capacity and AI infrastructure could benefit Microsoft’s Azure business, although it also implies significant ongoing investment. Here comes the AI capex shocker, Goldman Sachs says
• Positive Sentiment: Analyst commentary remains constructive, with Citizens analyst Patrick Walravens anticipating that Microsoft could retest its record high over the next 12 months. Erste Group also raised its fiscal 2027 EPS estimate, reinforcing the bullish view on earnings growth. Wall Street analyst sets Microsoft stock price target for next 12 months
• Neutral Sentiment: Microsoft is expected to announce its annual dividend increase in September. Its last six increases were between 9% and 11%, but the size of the upcoming raise remains uncertain; the news offers income support rather than an immediate earnings catalyst. Microsoft Has Raised Its Dividend Every Year for More Than a Decade
• Negative Sentiment: Microsoft Outlook experienced an outage that disrupted email access, while OpenAI’s ChatGPT Work reported elevated errors and latency. Although likely temporary, the incidents raise concerns about service reliability across productivity and AI products. Microsoft Outlook and OpenAI’s ChatGPT Work are experiencing user outages
• Negative Sentiment: Investors are also focused on the power, water and electricity demands associated with Microsoft’s expanding data-center footprint. Infrastructure bottlenecks and rising AI-related capital requirements could pressure margins and increase execution risk. Microsoft Stock Slips as Its Magic Word for Data Centers Emerges
• Negative Sentiment: Microsoft acknowledged that a Windows 11 update can cause broken mouse cursors and black desktop wallpapers. The issue is unlikely to materially affect financial results, but it adds to near-term product-reliability concerns. Microsoft Admits Windows 11 Update Breaks Mouse Cursors

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).