Pacific Wealth Strategies Group Inc. Has $5.29 Million Position in Microsoft Corporation $MSFT

Pacific Wealth Strategies Group Inc. decreased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 11.6% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 14,173 shares of the software giant’s stock after selling 1,867 shares during the period. Microsoft makes up about 3.0% of Pacific Wealth Strategies Group Inc.’s holdings, making the stock its 9th biggest holding. Pacific Wealth Strategies Group Inc.’s holdings in Microsoft were worth $5,287,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in MSFT. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in Microsoft by 4.0% during the 2nd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock valued at $85,604,000 after buying an additional 8,773 shares in the last quarter. Markel Group Inc. increased its holdings in Microsoft by 0.4% in the 1st quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock worth $199,014,000 after acquiring an additional 1,950 shares in the last quarter. Bessemer Group Inc. raised its position in shares of Microsoft by 8.4% during the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock worth $2,562,197,000 after purchasing an additional 537,634 shares during the last quarter. Taylor Securities Services Inc. purchased a new position in shares of Microsoft in the fourth quarter worth about $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock worth $502,077,000 after acquiring an additional 788,297 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to more than triple global data-center capacity to approximately 38 gigawatts by 2032. The expansion is intended to address server shortages that have forced Microsoft to turn away some AI and cloud customers, potentially allowing the company to capture more Azure demand and prevent business from shifting to rivals. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Analysts remain constructive on Microsoft’s AI and cloud growth. Recent commentary cites Azure revenue growth of 43%, expectations for further acceleration, and approximately 30 million paid Copilot seats—supporting the view that AI products are becoming meaningful enterprise businesses. Microsoft: Big Tech Winner Still On Sale
• Positive Sentiment: Wall Street price targets are moving higher, with a Yahoo Finance analyst survey cited at $572.92. Microsoft is also expanding Azure’s commercial ecosystem through partnerships such as Talkdesk’s Azure Marketplace integration, which could increase cloud consumption and simplify enterprise adoption. Microsoft Price Targets Are Rising
• Neutral Sentiment: Microsoft is reorganizing its reporting structure and plans to disclose quarterly Azure revenue beginning in fiscal 2027. Greater transparency may help investors assess cloud performance, but the reporting change itself does not alter fundamentals. Microsoft’s Azure Reporting Shift Adds Clarity
• Neutral Sentiment: Longtime communications chief Frank Shaw is leaving after nearly three decades, a senior leadership transition that may attract attention but is not currently tied to a change in strategy. Frank Shaw leaving Microsoft
• Negative Sentiment: The data-center buildout will require very large capital expenditures, raising concerns about power availability, construction costs, free cash flow and returns on investment. The company’s recent capacity constraints also highlight execution risk. Microsoft’s AI Crunch Forced It to Turn Away Business
• Negative Sentiment: Investors are also weighing competition from Alphabet and other cloud providers, alongside security and productivity risks from bring-your-own-device users and concerns that Microsoft’s valuation already reflects substantial AI growth.

Insider Buying and Selling

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 stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at $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 is available at the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the sale, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 101,335 shares of company stock valued at $50,655,795. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $495.63 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a market cap of $3.68 trillion, a price-to-earnings ratio of 27.60, a PEG ratio of 1.59 and a beta of 1.11. The firm has a 50 day moving average of $455.85 and a 200-day moving average of $419.16. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT) last released its 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. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same period in the prior year, the firm earned $3.65 EPS. The firm’s quarterly revenue was up 17.7% on a year-over-year basis. As a group, equities analysts expect that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Argus cut their price objective on Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a research report on Friday, July 10th. UBS Group set a $525.00 price target on Microsoft in a report on Thursday, July 30th. TD Cowen restated a “buy” rating and set a $540.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Barclays reduced their target price on shares of Microsoft from $545.00 to $512.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Microsoft in a research report on Thursday. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $564.27.

Microsoft 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.