MFG Wealth Management Inc. increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 186.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 8,600 shares of the software giant’s stock after purchasing an additional 5,594 shares during the period. Microsoft makes up 2.3% of MFG Wealth Management Inc.’s holdings, making the stock its 11th biggest holding. MFG Wealth Management Inc.’s holdings in Microsoft were worth $3,208,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also bought and sold shares of the company. Norges Bank acquired a new stake in Microsoft in the fourth quarter valued at approximately $50,664,631,000. Auto Owners Insurance Co lifted its stake in shares of Microsoft by 56,160.8% in the 4th quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares during the last quarter. Nuveen LLC acquired a new stake in shares of Microsoft during the 1st quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Microsoft by 500.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock worth $30,840,432,000 after acquiring an additional 49,618,571 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its position in Microsoft by 49,640.3% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after acquiring an additional 29,906,791 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.
More Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft is reportedly preparing to launch its Maia 300 AI accelerator as soon as this fall and is discussing production with TSMC. Developing proprietary chips could reduce long-term reliance on Nvidia, improve supply-chain control, and support Microsoft’s expanding AI infrastructure. Microsoft’s Betting Big on Its Own AI Chips
- Positive Sentiment: Meta has reportedly become one of Microsoft’s largest Azure AI customers, spending hundreds of millions of dollars annually and consuming substantial computing capacity. The relationship reinforces evidence that enterprise demand is translating into Azure revenue. Meta Emerges as a Major Microsoft Azure AI Client
- Positive Sentiment: Microsoft raised its quarterly dividend to $0.91 per share, while Azure revenue reportedly surpassed $100 billion. Analysts and financial commentators also highlighted a roughly $678 billion backlog and continued strong demand for cloud and AI services. Microsoft Raises Dividend as AI Capital Spending Hits Record Levels
- Neutral Sentiment: Microsoft approved the Horizon 1 Texas data-center project involving IREN, potentially expanding capacity available for AI workloads. The development is strategically relevant, although the near-term financial benefit to Microsoft remains unclear. Microsoft Accepts Horizon 1
- Negative Sentiment: Annual capital spending has climbed nearly 80% to about $115.9 billion, while free cash flow declined. Investors remain focused on whether AI revenue growth will generate adequate returns on this spending. Microsoft Spent $115.9 Billion on AI
- Negative Sentiment: TCI Management reportedly exited its Microsoft position and increased its Alphabet stake, adding a notable institutional-selling signal. Separately, commentary warned that Microsoft’s valuation depends on optimistic earnings forecasts, while higher bond yields could reduce the present value of future AI profits. TCI Exits Microsoft
Insiders Place Their Bets
Microsoft Price Performance
Shares of MSFT opened at $483.24 on Monday. The business has a 50-day moving average of $419.61 and a 200-day moving average of $409.20. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The company has a market capitalization of $3.59 trillion, a price-to-earnings ratio of 26.91, a price-to-earnings-growth ratio of 1.56 and a beta of 1.10. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm’s revenue was up 17.7% on a year-over-year basis. During the same period in the prior year, the business posted $3.65 earnings per share. As a group, equities research analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.
Microsoft Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s payout ratio is 20.27%.
Analyst Upgrades and Downgrades
Several equities analysts have commented on the company. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Phillip Securities downgraded Microsoft from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. China Renaissance dropped their price objective on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating for the company in a report on Monday, May 4th. Dbs Bank cut their target price on shares of Microsoft from $678.00 to $573.00 in a research report on Thursday, May 7th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $640.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $560.27.
Check Out Our Latest Stock Analysis on MSFT
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).
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