XY Planning Network Inc. Has $2.66 Million Stock Position in Microsoft Corporation $MSFT

XY Planning Network Inc. grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 119.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,126 shares of the software giant’s stock after purchasing an additional 3,879 shares during the period. XY Planning Network Inc.’s holdings in Microsoft were worth $2,658,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Davidson Kahn Capital Management LLC grew its position in Microsoft by 12.7% during the second quarter. Davidson Kahn Capital Management LLC now owns 10,685 shares of the software giant’s stock worth $3,986,000 after buying an additional 1,200 shares in the last quarter. QRG Capital Management Inc. raised its stake in shares of Microsoft by 8.4% in the second quarter. QRG Capital Management Inc. now owns 1,280,983 shares of the software giant’s stock valued at $477,832,000 after purchasing an additional 99,314 shares in the last quarter. Corecam Pte. Ltd. lifted its position in Microsoft by 31.6% in the second quarter. Corecam Pte. Ltd. now owns 38,600 shares of the software giant’s stock worth $14,399,000 after purchasing an additional 9,270 shares during the period. Blue Zone Wealth Advisors LLC raised its stake in shares of Microsoft by 1.7% in the 2nd quarter. Blue Zone Wealth Advisors LLC now owns 61,308 shares of the software giant’s stock valued at $22,869,000 after buying an additional 1,006 shares in the last quarter. Finally, Hoese & Co LLP lifted its holdings in shares of Microsoft by 63.5% during the 2nd quarter. Hoese & Co LLP now owns 2,176 shares of the software giant’s stock worth $812,000 after acquiring an additional 845 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $510.12 on Friday. The stock has a 50-day simple moving average of $441.99 and a 200 day simple moving average of $415.21. The stock has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 28.40, a P/E/G ratio of 1.60 and a beta of 1.11. 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 issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.65 EPS. On average, research analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of the business’s 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 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 108,335 shares of company stock valued at $53,499,700 over the last quarter. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. BMO Capital Markets raised their target price on Microsoft from $500.00 to $515.00 and gave the stock an “outperform” rating in a research report on Thursday, July 30th. Mizuho dropped their target price on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a research report on Wednesday, July 15th. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a report on Thursday, July 30th. Wolfe Research restated an “outperform” rating and issued a $550.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Finally, Truist Financial reaffirmed a “buy” rating and set a $575.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Forty-two analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $562.49.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin reporting quarterly Azure revenue in fiscal 2027 and reorganize its financial reporting from three segments into two AI-focused categories. Azure generated approximately $29.4 billion in quarterly revenue and $101.9 billion for fiscal 2026, providing investors with more visibility into cloud growth and AI demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Citi reaffirmed a Buy rating and $600 price target, while other analysts cited Microsoft’s large AI backlog, Azure’s more than $100 billion annual revenue and the potential for improved AI economics. The company’s latest earnings also showed strong momentum, with revenue up 17.7% year over year and a substantial earnings beat. Analyst reaffirms Buy on Microsoft
• Positive Sentiment: Microsoft-backed OpenAI launched GPT-6 Astra, potentially strengthening Microsoft’s AI ecosystem and demand for Azure infrastructure. Microsoft is also securing long-term power capacity for data centers and expanding Microsoft 365 Copilot integrations. OpenAI launches GPT-6 Astra
• Neutral Sentiment: CEO Satya Nadella sold 86,525 shares worth about $43.4 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the sale limits its significance, although it reduced his holdings by 15.09% and adds to recent insider selling.
• Negative Sentiment: Microsoft will impose monthly limits on Xbox cloud-gaming hours for Game Pass subscribers beginning in November as service costs rise. The change may improve economics but could hurt consumer sentiment and gaming engagement. Microsoft to impose time limits on Xbox cloud gaming
• Negative Sentiment: Investors continue to weigh Microsoft’s roughly $116 billion AI infrastructure spending plan, rising data-center costs and pressure on cloud margins. The key risk is whether the large backlog converts into profitable cash flow rather than simply future revenue.

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).