Microsoft Corporation $MSFT is Marks Group Wealth Management Inc’s 9th Largest Position

Marks Group Wealth Management Inc decreased its position in Microsoft Corporation (NASDAQ:MSFT) by 3.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 38,065 shares of the software giant’s stock after selling 1,508 shares during the quarter. Microsoft accounts for about 1.4% of Marks Group Wealth Management Inc’s investment portfolio, making the stock its 9th largest holding. Marks Group Wealth Management Inc’s holdings in Microsoft were worth $14,090,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC lifted its holdings in 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 buying an additional 20 shares in the last quarter. Bernzott Capital Advisors purchased a new position in Microsoft in the 4th quarter valued at about $34,000. Timmons Wealth Management LLC acquired a new stake in shares of Microsoft during the fourth quarter valued at about $36,000. Fairway Wealth LLC grew its stake in shares of Microsoft by 287.0% during the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares in the last quarter. Finally, LSV Asset Management purchased a new stake in shares of Microsoft during the fourth quarter worth about $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of MSFT opened at $464.72 on Friday. The firm has a market cap of $3.45 trillion, a price-to-earnings ratio of 25.88, a PEG ratio of 1.37 and a beta of 1.13. The stock has a 50 day moving average of $397.99 and a 200-day moving average of $405.96. The company has a current ratio of 1.23, a quick ratio of 1.27 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results 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 business had revenue of $90.01 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the business earned $3.65 EPS. As a group, analysts forecast that Microsoft Corporation will post 19.45 EPS for the current year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.8%. Microsoft’s payout ratio is presently 20.27%.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure growth exceeded expectations. Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth
• Positive Sentiment: The earnings beat was substantial. Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results
• Positive Sentiment: AI monetization and financial discipline eased investor concerns. Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns
• Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking.
• Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw
• Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the sale, the chief executive officer directly owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This represents a 12.30% 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, EVP Takeshi Numoto sold 4,500 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last 90 days. Insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on MSFT shares. Oppenheimer reiterated an “outperform” rating and issued a $515.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. TD Cowen restated a “buy” rating and set a $540.00 price objective on shares of Microsoft in a research note on Thursday. Piper Sandler lifted their price objective on Microsoft from $540.00 to $550.00 and gave the stock an “overweight” rating in a report on Tuesday. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a research report on Friday, July 24th. Finally, Stifel Nicolaus increased their target price on Microsoft from $400.00 to $450.00 and gave the company a “hold” rating in a research note on Thursday. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $558.64.

Microsoft 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).