United Asset Strategies Inc. increased its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 18.1% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 130,692 shares of the software giant’s stock after purchasing an additional 20,049 shares during the period. Microsoft accounts for approximately 3.4% of United Asset Strategies Inc.’s investment portfolio, making the stock its 8th biggest holding. United Asset Strategies Inc.’s holdings in Microsoft were worth $48,751,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in the stock. Frankly Finances LLC bought a new position in shares of Microsoft during the second quarter worth about $35,000. Cherrydale Wealth Management LLC lifted its position in shares of Microsoft by 1.8% in the 2nd quarter. Cherrydale Wealth Management LLC now owns 5,746 shares of the software giant’s stock worth $2,143,000 after purchasing an additional 100 shares during the period. Brady Family Wealth LLC boosted its stake in shares of Microsoft by 0.4% in the 2nd quarter. Brady Family Wealth LLC now owns 40,301 shares of the software giant’s stock valued at $15,033,000 after purchasing an additional 153 shares during the last quarter. North Dallas Bank & Trust Co. increased its position in shares of Microsoft by 1.7% during the second quarter. North Dallas Bank & Trust Co. now owns 15,131 shares of the software giant’s stock worth $5,644,000 after buying an additional 249 shares during the period. Finally, HHM Wealth Advisors LLC raised its stake in Microsoft by 7.5% during the second quarter. HHM Wealth Advisors LLC now owns 26,765 shares of the software giant’s stock worth $9,984,000 after buying an additional 1,869 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.
Microsoft Stock Performance
Shares of Microsoft stock opened at $513.53 on Monday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $553.72. The stock has a 50 day moving average price of $430.87 and a two-hundred day moving average price of $412.43. 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 $3.81 trillion, a PE ratio of 28.59, a price-to-earnings-growth ratio of 1.65 and a beta of 1.10.
Microsoft Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a $0.91 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.
Analyst Ratings Changes
A number of analysts have commented on MSFT shares. Jefferies Financial Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday, May 4th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Microsoft in a research note on Monday, July 20th. Scotiabank restated an “outperform” rating and set a $510.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $640.00 target price on shares of Microsoft in a report on Thursday, July 30th. Finally, Arete Research raised their price objective on shares of Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Forty-two investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $560.27.
View Our Latest Stock Analysis on Microsoft
Key Microsoft News
Here are the key news stories impacting Microsoft this week:
- Positive Sentiment: Microsoft’s strong Azure and cloud performance helped drive a rally of roughly 48% from its June low, with the stock reaching a 10-month high and moving above a technical buy point. A recently formed “golden cross,” in which the 50-day moving average moved above the 200-day average, also supports bullish momentum. Bull v. Bear: MSFT Hits 2026 High, is a New Record Next?
- Positive Sentiment: Microsoft is reportedly in early discussions with Moonshot AI regarding its Kimi K3 model. A potential arrangement could add another AI service to Azure and create a new revenue stream, although negotiations are not finalized. MSFT Stock Alert: Moonshot Could Give Microsoft Another AI Revenue Stream
- Positive Sentiment: Microsoft’s deployment of more than 25 AI agents across its supply chain illustrates early enterprise use cases for agentic AI, including demand forecasting, freight routing and inventory management. Successful internal deployments could support broader adoption of Microsoft’s AI tools. Microsoft Puts 25 AI Agents to Work on Supply Chain Costs
- Positive Sentiment: Microsoft is spending heavily on AI infrastructure—approximately $175 billion this year—and has reassured employees that data-center investment is intended to support long-term growth. Azure reportedly surpassed $100 billion, while contracted backlog and commercial bookings remain major valuation supports. Microsoft Reassures Employees About AI Data Center Impacts
- Neutral Sentiment: Microsoft’s gains have helped lift major indexes, but the strength is concentrated in a few mega-cap technology stocks while small caps and many sectors weaken as bond yields rise. This creates a broader market-risk backdrop despite Microsoft’s relative strength. Dow Jones Futures: Microsoft, Titans Mask Market Weakness
- Negative Sentiment: One analyst argued that Microsoft’s valuation rerating may be largely complete for now, raising the risk of profit-taking after the recent monthly rally. At the current valuation, further gains may require continued upward revisions to cloud and AI growth expectations. Microsoft: The Rerating Is Probably Over For Now
Insider Transactions at Microsoft
In other news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value 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. The trade was a 10.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 21,810 shares of company stock valued at $10,110,874 in the last quarter. Company insiders own 0.03% of the company’s stock.
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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