Microsoft Corporation $MSFT is Portside Wealth Group LLC’s 7th Largest Position

Portside Wealth Group LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 43,724 shares of the software giant’s stock after purchasing an additional 1,500 shares during the quarter. Microsoft makes up 1.9% of Portside Wealth Group LLC’s portfolio, making the stock its 7th biggest holding. Portside Wealth Group LLC’s holdings in Microsoft were worth $16,310,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in MSFT. 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 valued at $29,000 after acquiring an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC grew its position in shares of Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after purchasing an additional 20 shares during the last quarter. Fischer Investment Strategies LLC increased its stake in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after purchasing an additional 21 shares in the last quarter. Pollock Investment Advisors LLC increased its stake in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after purchasing an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC raised its position in shares of Microsoft by 0.6% during the 2nd quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock worth $1,740,000 after purchasing an additional 21 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $496.82 on Thursday. The stock has a fifty day moving average price of $438.84 and a 200 day moving average price of $414.45. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The firm has a market capitalization of $3.69 trillion, a P/E ratio of 27.66, a PEG ratio of 1.61 and a beta of 1.11. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (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 return on equity of 31.98% and a net margin of 40.31%.The firm’s quarterly revenue was up 17.7% on a year-over-year basis. During the same period last year, the company earned $3.65 EPS. Equities research analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

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

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. Piper Sandler upped their target price on Microsoft from $540.00 to $550.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Scotiabank reissued an “outperform” rating and set a $510.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Microsoft in a report on Monday, July 20th. Argus reduced their price objective on Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research report on Friday, July 10th. Finally, Guggenheim reaffirmed a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Monday, July 27th. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $562.49.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin disclosing quarterly Azure revenue in fiscal 2027 and consolidate its reporting structure from three segments to two. The added transparency should allow investors to compare Azure more directly with Amazon Web Services and Google Cloud and could highlight the scale of AI-driven demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Bank of America raised its Microsoft price target to $600 from $500, citing accelerating Azure growth, improving AI efficiency and more than 30 million paid Microsoft 365 Copilot seats. The bullish view reinforces expectations that Microsoft can convert AI infrastructure spending into higher revenue and earnings. Microsoft’s AI strategy accelerates cloud growth and efficiency: analysts
• Positive Sentiment: Microsoft is expanding its AI ecosystem through a 20-year power agreement supporting a planned West Texas data center, a HUMAIN partnership targeting up to one million enterprise users in the Middle East and Africa, and new Microsoft 365 Copilot integrations. These agreements support long-term cloud, infrastructure and productivity growth, although near-term profitability depends on execution. Microsoft Signed a 20-Year AI Power Deal With Chevron
• Neutral Sentiment: An EU court rejected Opera’s challenge to Microsoft Edge’s exemption from certain Digital Markets Act obligations. The ruling reduces an immediate regulatory burden for Edge, but its direct financial effect is likely limited. EU court rejects Opera challenge against Microsoft’s Edge exemption
• Negative Sentiment: CEO Satya Nadella sold 86,525 MSFT shares worth approximately $43.4 million under a pre-arranged Rule 10b5-1 plan. Although scheduled sales generally do not signal a change in business outlook, the transaction reduced his position by 15.09%; broader insider activity has also consisted entirely of sales over the past six months. Microsoft CEO Satya Nadella Form 4 filing
• Negative Sentiment: Investors remain concerned about Microsoft’s roughly $116 billion in annual property and equipment spending. The AI buildout could drive substantial growth, but depreciation, power constraints and uncertain returns may pressure margins if demand fails to keep pace. Big Tech Spent Over $1 Trillion on AI
• Negative Sentiment: Additional pressure came from reports of a controversial Windows 11 feature, continuing concerns about a Microsoft 365 outage, and criticism surrounding 3,200 Xbox job cuts. These issues may weigh on user sentiment and highlight risks in Microsoft’s consumer and gaming businesses. Xbox layoffs

Insider Buying and Selling

In related news, CEO Judson Althoff sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were 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 owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction that occurred 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 transaction, the executive vice president directly owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 108,335 shares of company stock valued at $53,499,700. Insiders own 0.03% of the company’s stock.

About Microsoft

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).