Microsoft Corporation $MSFT Shares Acquired by PFW Advisors LLC

PFW Advisors LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 12.2% in the second quarter, Holdings Channel.com reports. The firm owned 9,690 shares of the software giant’s stock after acquiring an additional 1,054 shares during the quarter. Microsoft comprises about 1.1% of PFW Advisors LLC’s portfolio, making the stock its 14th largest position. PFW Advisors LLC’s holdings in Microsoft were worth $3,615,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its holdings in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its position in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 21,810 shares of company stock valued at $10,110,874. Insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the topic of several research reports. Arete Research raised their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Wolfe Research reissued an “outperform” rating and issued a $550.00 price objective on shares of Microsoft in a research report on Thursday, July 30th. TD Cowen reissued a “buy” rating and issued a $540.00 target price on shares of Microsoft in a research note on Thursday, July 30th. Scotiabank restated an “outperform” rating and set a $510.00 target price on shares of Microsoft in a report on Thursday, July 30th. Finally, Piper Sandler upped their price target on shares of Microsoft from $540.00 to $550.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 28th. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus price target of $560.27.

Microsoft Stock Performance

Microsoft stock opened at $507.29 on Tuesday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The stock has a market cap of $3.77 trillion, a P/E ratio of 28.25, a price-to-earnings-growth ratio of 1.65 and a beta of 1.10. The stock has a 50 day moving average of $433.67 and a 200-day moving average of $413.10.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the firm earned $3.65 earnings per share. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. On average, analysts expect that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is 20.27%.

Trending Headlines about Microsoft

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 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).