Riversedge Advisors LLC Purchases 2,910 Shares of Microsoft Corporation $MSFT

Riversedge Advisors LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 29.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,697 shares of the software giant’s stock after purchasing an additional 2,910 shares during the quarter. Microsoft comprises approximately 0.6% of Riversedge Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. Riversedge Advisors LLC’s holdings in Microsoft were worth $4,736,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new position in shares of Microsoft in the fourth quarter valued at approximately $34,000. Frankly Finances LLC bought a new stake in Microsoft during the second quarter worth $35,000. Timmons Wealth Management LLC purchased a new stake in Microsoft in the 4th quarter valued at $36,000. Finally, Fairway Wealth LLC raised its position in Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after buying an additional 66 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Price Performance

MSFT opened at $499.70 on Tuesday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm has a 50-day moving average of $447.15 and a 200 day moving average of $416.63. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The firm has a market cap of $3.71 trillion, a P/E ratio of 27.82, a PEG ratio of 1.61 and a beta of 1.11.

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 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 firm had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the previous year, the company earned $3.65 earnings per share. The company’s quarterly revenue was up 17.7% on a year-over-year basis. On average, research analysts expect that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on MSFT shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $640.00 price objective on shares of Microsoft in a report on Thursday, July 30th. Evercore set a $528.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Mizuho cut their price target on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating on the stock in a report on Wednesday, July 15th. Oppenheimer reiterated an “outperform” rating and issued a $515.00 price objective on shares of Microsoft in a research note on Wednesday, July 22nd. Finally, Weiss Ratings raised shares of Microsoft from a “hold (c)” rating to a “hold (c+)” rating in a research report on Thursday, August 27th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $564.27.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares of the company’s stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 105,835 shares of company stock valued at $52,468,575. Company insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure business reportedly crossed a significant revenue milestone, while its large backlog points to continued demand for cloud and AI services. This is strengthening the long-term bull case and fueling speculation that the stock could approach $600. Microsoft Stock Is Building a Trillion-Dollar AI Opportunity
• Positive Sentiment: Microsoft and Nvidia are described as major beneficiaries of a potential $7 trillion AI infrastructure buildout. Rising data-center construction and demand for computing capacity could support sustained growth across Azure, software, and AI products. Nvidia, Microsoft at Center of $7 Trillion AI Boom
• Positive Sentiment: Investment commentary continues to favor Microsoft as a long-term holding because of its diversified software ecosystem, recurring revenue, cloud position, and favorable earnings outlook. Its latest reported quarter also showed revenue growth and earnings well above expectations. Why Microsoft Is a Top Stock for the Long-Term
• Positive Sentiment: Microsoft’s partnerships and investments in Gulf data-center infrastructure highlight its efforts to expand global AI capacity. Separately, company representatives said AI could create new employment opportunities rather than only eliminate jobs, supporting broader adoption narratives. Microsoft and Schneider Electric Bet Big on the Gulf
• Neutral Sentiment: Analysts are focused on a key cash-flow line item, likely reflecting the impact of elevated AI-related capital expenditures. Strong investment may expand future growth but could constrain free cash flow and delay a breakout to a new high. Microsoft Is Close to a New All-Time High
• Negative Sentiment: Microsoft’s next-generation Xbox, Project Helix, could face a pricing challenge if advanced hardware pushes the console toward $1,000. A high price could limit adoption and pressure the gaming business, although Microsoft is considering affordability measures. Microsoft Has a $1,000 Problem With Its Next Xbox
• Negative Sentiment: Recent Outlook and Exchange Online outages, alongside a separate ChatGPT Work disruption, raise concerns about reliability for Microsoft’s productivity and cloud services. The incidents have not materially undermined reported results but remain a reputational and retention risk. Microsoft’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day

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).