Shah Wealth Advisors LLC Makes New Investment in Microsoft Corporation $MSFT

Shah Wealth Advisors LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,692 shares of the software giant’s stock, valued at approximately $1,377,000. Microsoft comprises approximately 0.3% of Shah Wealth Advisors LLC’s investment portfolio, making the stock its 29th biggest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Bank of America Corp DE purchased a new stake in shares of Microsoft in the 2nd quarter valued at approximately $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Microsoft by 0.9% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock worth $24,013,297,000 after acquiring an additional 543,172 shares during the last quarter. Legal & General Group Plc purchased a new position in shares of Microsoft during the 2nd quarter worth approximately $18,306,443,000. Amundi boosted its position in shares of Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares during the period. Finally, Dimensional Fund Advisors LP boosted its position in shares of Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock worth $10,852,884,000 after purchasing an additional 2,784,809 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Microsoft news, EVP Amy Hood sold 41,674 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $498.27, for a total value of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company’s stock, valued at approximately $265,888,830.48. This represents a 7.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. 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 that occurred on 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 completion of the sale, 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 150,314 shares of company stock worth $75,404,992. Insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $521.91 on Friday. The stock has a 50-day simple moving average of $512.91 and a 200-day simple moving average of $438.43. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.22. The stock has a market capitalization of $3.88 trillion, a PE ratio of 27.24, a PEG ratio of 1.66 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $551.15.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, topping analysts’ consensus estimates of $4.72 by $0.17. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The business had revenue of $92.28 billion during the quarter, compared to the consensus estimate of $90.62 billion. During the same period in the previous year, the company posted $4.13 earnings per share. The business’s revenue for the quarter was up 18.8% on a year-over-year basis. On average, analysts predict that Microsoft Corporation will post 19.71 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is presently 20.46%.

Analyst Ratings Changes

A number of analysts have issued reports on MSFT shares. Sanford C. Bernstein boosted their target price on Microsoft from $662.00 to $722.00 and gave the company an “outperform” rating in a research report on Thursday. Guggenheim raised their price target on Microsoft from $586.00 to $595.00 and gave the stock a “buy” rating in a research report on Thursday. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a research report on Monday, September 28th. Weiss Ratings raised Microsoft from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Finally, Melius Research upgraded Microsoft from a “hold” rating to a “buy” rating and set a $665.00 price objective on the stock in a report on Monday, October 5th. One investment analyst has rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average target price of $609.54.

Key Stories Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft delivered a strong fiscal first quarter, with revenue of $92.28 billion and EPS of $4.89, both above expectations. Azure revenue surged 48%, while Microsoft Cloud revenue rose 30%, reinforcing the view that AI demand is translating into meaningful cloud growth. Microsoft Earnings Expose a Growing Divide in the Magnificent 7 AI Trade
• Positive Sentiment: Management issued second-quarter revenue guidance of $96.0 billion to $97.1 billion, above the $95.7 billion consensus estimate. Analysts responded with multiple price-target increases, including targets of $630 to $680, and Wolfe Research upgraded the stock to “strong buy.”
• Positive Sentiment: Microsoft’s strong cash generation and diversified enterprise business continue to distinguish it from rivals facing sharper cash-flow concerns. Analysts argue that Azure, Copilot, AI agents and Microsoft’s security products provide several ways to monetize AI. The expanded Estée Lauder partnership, which will extend Copilot to more than 14,000 employees, offers another example of enterprise adoption. Estée Lauder and Microsoft Strategic Partnership
• Neutral Sentiment: Microsoft’s voluntary exit offer for approximately 60,000 employees may improve productivity and redirect resources toward AI, but it also highlights a significant restructuring as the company shifts toward more automated, equipment-intensive operations. Microsoft’s 60,000-Person Buyout Offer
• Negative Sentiment: Investors remain concerned about Microsoft’s capital intensity. The company plans roughly $170 billion of AI-related capital spending, while also arranging a $25 billion bond sale—the first major U.S. debt offering since 2017—to fund its buildout. Rising borrowing costs increase scrutiny of future AI returns. Microsoft Plans to Raise $25 Billion in Debt
• Negative Sentiment: Quarterly capital spending was below analyst expectations because third-party AI-chip and data-center capacity was delayed, pushing some capacity into the first half of 2027. While management described this as a supply issue rather than weaker demand, the miss hurt AI infrastructure suppliers and revived concerns about the pace of expansion.
• Negative Sentiment: Microsoft’s cloud gross margin is reportedly narrowing as chip, power, data-center and labor costs rise. With the Nasdaq 100 down sharply during October amid fears of an AI spending bubble, investors are demanding proof that Microsoft’s large backlog will convert into profitable cash flow—not merely future revenue.

Microsoft 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.