Talon Private Wealth LLC Buys New Shares in Microsoft Corporation $MSFT

Talon Private Wealth LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 7,171 shares of the software giant’s stock, valued at approximately $2,655,000.

A number of other large investors also recently modified their holdings of the business. Markel Group Inc. grew its position in Microsoft by 0.4% in the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock valued at $199,014,000 after acquiring an additional 1,950 shares during the last quarter. Bessemer Group Inc. boosted its stake in shares of Microsoft by 8.4% in the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock valued at $2,562,197,000 after purchasing an additional 537,634 shares in the last quarter. Taylor Securities Services Inc. acquired a new stake in shares of Microsoft in the 4th quarter valued at approximately $2,616,000. Werba Rubin Papier Wealth Management increased its position in Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after purchasing an additional 1,698 shares in the last quarter. Finally, Harel Insurance Investments & Financial Services Ltd. grew its stake in shares of Microsoft by 138.8% during the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock worth $502,077,000 after buying an additional 788,297 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $496.88 on Friday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The stock’s 50 day moving average is $409.70 and its 200-day moving average is $407.88. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The firm has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 27.67, a PEG ratio of 1.59 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion during the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the previous year, the firm posted $3.65 earnings per share. The firm’s revenue for the quarter was up 17.7% on a year-over-year basis. Sell-side analysts forecast that Microsoft Corporation will post 19.58 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Pershing Square’s Bill Ackman reaffirmed his bullish Azure thesis, arguing that continued capacity investment and Microsoft 365’s embedded customer base can support high-teens earnings growth. Microsoft Stock Rises as Ackman Reaffirms Azure Bet
• Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing accelerating Copilot adoption and infrastructure growth. Wells Fargo also maintained an overweight rating and lifted its target to $700, reinforcing the view that the stock’s AI-driven recovery has further upside. JPMorgan Raises Microsoft Price Target
• Positive Sentiment: Microsoft began gradually combining its consumer and enterprise Copilot applications into a unified AI platform. The planned “super app” could improve user adoption, cross-selling and Microsoft’s competitive position against ChatGPT, Gemini and Claude. Microsoft Unifies Consumer and Enterprise Copilot
• Positive Sentiment: Microsoft accepted IREN’s first AI data-center deployment under a $9.7 billion cloud agreement. The milestone supports Azure’s ability to secure additional computing capacity as AI infrastructure demand remains strong. IREN Hands Microsoft Its First AI Cloud Deployment
• Neutral Sentiment: Microsoft is reportedly closing or restructuring numerous China offices and joint ventures, while retaining an Azure-linked presence. The move may reduce geopolitical exposure but could also limit access to the Chinese market. Microsoft Retreats in China
• Negative Sentiment: A report said Microsoft plans to cut carbon-removal purchases while AI-related emissions rise, creating potential reputational and environmental concerns. Microsoft Carbon Removal Purchases Report

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the company’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 approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, 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 directly owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 37,310 shares of company stock valued at $17,256,219. Company insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent research reports. Dbs Bank lowered their target price on Microsoft from $678.00 to $573.00 in a report on Thursday, May 7th. TD Cowen reaffirmed a “buy” rating and issued a $540.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Microsoft in a report on Monday, July 6th. Tigress Financial boosted their target price on shares of Microsoft from $680.00 to $690.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Finally, The Goldman Sachs Group restated a “buy” rating and issued a $640.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $560.27.

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).