Microsoft Corporation $MSFT Shares Newly Acquired by Lifetime Wealth Management P.C.

Posted by Francis Steltz on Oct 22nd, 2026

Lifetime Wealth Management P.C. bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 1,660 shares of the software giant’s stock, valued at approximately $619,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock worth $85,604,000 after buying an additional 8,773 shares during the period. D.B. Root & Company LLC bought a new stake in Microsoft during the 2nd quarter valued at $3,652,000. Markel Group Inc. boosted its position in Microsoft by 0.4% during the 1st 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 in the last quarter. Bessemer Group Inc. increased its holdings 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 acquiring an additional 537,634 shares during the period. Finally, Harel Insurance Investments & Financial Services Ltd. increased its holdings in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock valued at $502,077,000 after acquiring an additional 788,297 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on MSFT shares. Jefferies Financial Group upped their price objective on Microsoft from $575.00 to $650.00 and gave the stock a “buy” rating in a research note on Wednesday, October 14th. Yorkville Ives started coverage on Microsoft in a research report on Monday, October 5th. They set an “outperform” rating and a $615.00 price objective on the stock. Phillip Securities lowered Microsoft from a “moderate buy” rating to a “hold” rating in a research note on Monday, October 12th. Guggenheim reiterated a “buy” rating and issued a $586.00 target price on shares of Microsoft in a report on Wednesday. Finally, UBS Group boosted their target price on shares of Microsoft from $525.00 to $675.00 and gave the stock a “buy” rating in a report on Thursday, October 15th. Forty-three investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $592.15.

Get Our Latest Stock Analysis on MSFT

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Expectations are building for another earnings beat, with demand for Azure cloud infrastructure, Microsoft 365 and Copilot supporting revenue and earnings growth. The key catalyst will be Microsoft’s October 28 report, where investors will look for accelerating Azure growth and evidence that AI investments are translating into monetization. Microsoft Earnings Preview
Positive Sentiment: Microsoft remains viewed favorably as a relatively cash-generative way to participate in the AI-cloud buildout. While Oracle’s cloud growth is faster, Microsoft’s stronger free cash flow, lower leverage and broad enterprise installed base may provide greater financial resilience as AI capital expenditures rise. Oracle Versus Microsoft
Positive Sentiment: A new Boeing fleet-intelligence platform, Dataliner, is being built on Microsoft Azure AI Foundry. The partnership could add a recurring enterprise workload for Azure and demonstrate Microsoft’s ability to embed AI in industry-specific applications. Boeing and Microsoft Dataliner
Positive Sentiment: Tavant’s Microsoft Fabric accelerator is now available through Microsoft Marketplace, potentially making it easier for businesses to deploy Fabric-based analytics and AI solutions across Azure. Tavant Fabric Accelerator
Neutral Sentiment: GitHub Copilot is reportedly a major customer of Anthropic, highlighting demand for Microsoft’s AI developer tools but also exposing reliance on outside model providers and potential supplier concentration risk. Anthropic Revenue Concentration
Negative Sentiment: Microsoft’s withdrawal as anchor tenant from a U.K. AI data-center project because of power-supply delays underscores a growing constraint: electricity and grid access may slow Azure’s AI capacity expansion and increase infrastructure costs. Microsoft Withdraws From UK AI Data Center Project
Negative Sentiment: Investors remain concerned that elevated prices for components could make Microsoft’s next-generation Xbox, Project Helix, less competitive or pressure demand. The gaming business is also undergoing restructuring, adding uncertainty beyond Azure and productivity software. Project Helix Pricing Concerns

Insider Buying and Selling at Microsoft

In related news, EVP Amy Hood sold 7,305 shares of the firm’s stock in a transaction dated Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the sale, the executive vice president directly owned 555,396 shares of the company’s stock, valued at $302,924,086.32. This trade represents a 1.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the firm’s 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 sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 150,314 shares of company stock valued at $75,404,992 in the last three months. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.2%

Shares of MSFT stock opened at $532.95 on Thursday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm has a market capitalization of $3.96 trillion, a PE ratio of 29.67, a P/E/G ratio of 1.71 and a beta of 1.10. 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’s 50-day simple moving average is $507.45 and its 200-day simple moving average is $444.58.

Microsoft (NASDAQ:MSFT – Get Free Report) last released its quarterly earnings data 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 the consensus estimate of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The business’s revenue for the quarter was up 17.7% on a year-over-year basis. During the same period in the prior year, the firm earned $3.65 EPS. Equities analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current year.

Microsoft Increases Dividend

The firm 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 $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is currently 20.27%.

Microsoft Company Profile

(Free Report)

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.