Microsoft Corporation $MSFT Stock Position Boosted by Three Seasons Wealth LLC

Three Seasons Wealth LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 916.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 86,823 shares of the software giant’s stock after purchasing an additional 78,282 shares during the period. Microsoft makes up 3.0% of Three Seasons Wealth LLC’s investment portfolio, making the stock its 4th biggest holding. Three Seasons Wealth LLC’s holdings in Microsoft were worth $32,387,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Shum Financial Group Inc. boosted its position in shares of Microsoft by 4.8% during the second quarter. Shum Financial Group Inc. now owns 12,956 shares of the software giant’s stock worth $4,833,000 after buying an additional 591 shares during the period. Legacy Wealth Managment LLC ID grew its holdings in shares of Microsoft by 34.7% during the second quarter. Legacy Wealth Managment LLC ID now owns 1,959 shares of the software giant’s stock worth $731,000 after buying an additional 505 shares in the last quarter. Lord & Richards Wealth Management LLC grew its holdings in shares of Microsoft by 2.4% during the second quarter. Lord & Richards Wealth Management LLC now owns 5,613 shares of the software giant’s stock worth $2,094,000 after buying an additional 134 shares in the last quarter. LifePlan Investment Advisors Inc. grew its holdings in shares of Microsoft by 6.6% during the second quarter. LifePlan Investment Advisors Inc. now owns 3,557 shares of the software giant’s stock worth $1,327,000 after buying an additional 220 shares in the last quarter. Finally, Rogco LP raised its position in Microsoft by 1.6% in the 2nd quarter. Rogco LP now owns 10,438 shares of the software giant’s stock valued at $3,894,000 after buying an additional 160 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the 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 completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 150,314 shares of company stock valued at $75,404,992 in the last ninety days. Corporate insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on MSFT. Citigroup restated a “market outperform” rating on shares of Microsoft in a research note on Thursday. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a research note on Thursday. Mizuho raised their price target on shares of Microsoft from $510.00 to $600.00 and gave the stock an “outperform” rating in a research note on Thursday, October 15th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $640.00 price objective on shares of Microsoft in a report on Thursday. Finally, Scotiabank set a $650.00 price objective on shares of Microsoft in a research report on Thursday. Forty-five investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $609.54.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q1 revenue of $92.28 billion and adjusted earnings of $4.89 per share, exceeding analyst estimates. Revenue grew 18.8% year over year, while Azure revenue surged 48% to approximately $33.2 billion, reinforcing the company’s position as a leading beneficiary of enterprise AI adoption. Microsoft beats quarterly cloud revenue estimates
• Positive Sentiment: Strong cloud growth, a $677 billion commercial backlog and expanding Copilot and AI-agent adoption have prompted several analysts to raise their price targets, including Citigroup’s $680 target and RBC’s $640 target. Microsoft stock slips despite strong Azure growth
• Positive Sentiment: Microsoft generated approximately $18.6 billion in free cash flow, giving it substantially more flexibility than some rivals to fund AI investments without relying exclusively on debt. Analysts argue that the spending should be judged against the company’s cash generation and monetization potential. Microsoft Q1 capex and free cash flow
• Positive Sentiment: Microsoft is broadening Copilot distribution through education and finance-workflow integrations, while its AI-agent governance tools are attracting interest from major developers. These moves support the case for multiple long-term AI revenue streams. Microsoft expands Copilot in education
• Neutral Sentiment: Microsoft plans to issue as much as $25 billion in bonds, its first major U.S. bond sale since 2017, to support data-center and AI investment. Strong demand for the offering highlights investor confidence, but the borrowing also focuses attention on the scale of future capital requirements. Microsoft expects to raise $25 billion in bond sale
• Negative Sentiment: Capital expenditures came in below expectations, and Microsoft reduced its forecast to roughly $170 billion from $175 billion. Management attributed the shortfall to third-party chip and data-center capacity delays, but investors remain concerned that elevated spending may pressure returns and margins. AI buildout capex estimates
• Negative Sentiment: About $10 billion of quarterly revenue was tied to commercial arrangements with OpenAI, or nearly 11% of total revenue, increasing concentration and counterparty-risk concerns as the companies increasingly compete in AI services. Microsoft recorded $10 billion in revenue from OpenAI

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $530.14 on Friday. The stock has a 50 day moving average price of $512.10 and a 200 day moving average price of $438.21. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $551.15. 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 stock has a market capitalization of $3.94 trillion, a PE ratio of 27.67, a price-to-earnings-growth ratio of 1.67 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.72 by $0.17. Microsoft had a return on equity of 32.31% and a net margin of 41.17%. The company had revenue of $92.28 billion for the quarter, compared to analysts’ expectations of $90.62 billion. During the same quarter in the prior year, the business posted $4.13 EPS. The business’s revenue was up 18.8% compared to the same quarter last year. Analysts predict that Microsoft Corporation will post 19.66 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Microsoft Company Profile

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.