Tenet Wealth Partners LLC Buys New Shares in Microsoft Corporation $MSFT

Posted by Geri Gentry on Oct 31st, 2026

Tenet Wealth Partners LLC purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 9,316 shares of the software giant’s stock, valued at approximately $3,625,000. Microsoft comprises about 2.7% of Tenet Wealth Partners LLC’s portfolio, making the stock its 7th biggest position.

Other hedge funds also recently made changes to their positions in the company. Bank of America Corp DE acquired a new stake in Microsoft in the 2nd quarter valued at $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Microsoft by 0.9% during 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 buying an additional 543,172 shares in the last quarter. Legal & General Group Plc bought a new stake in Microsoft during the 2nd quarter worth about $18,306,443,000. Amundi lifted its position in 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 buying an additional 9,814,598 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake 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 buying an additional 2,784,809 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Down 1.6%

MSFT stock opened at $521.91 on Friday. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The firm 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. The business’s 50 day simple moving average is $512.91 and its 200 day simple moving average is $438.43.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, beating the consensus estimate 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 quarter last year, the firm posted $4.13 EPS. The company’s quarterly revenue was up 18.8% on a year-over-year basis. As a group, research analysts anticipate that Microsoft Corporation will post 19.71 EPS for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. This is a boost from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. Microsoft’s payout ratio is currently 20.46%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Melius Research upgraded Microsoft from a “hold” rating to a “buy” rating and set a $665.00 price objective for the company in a report on Monday, October 5th. UBS Group set a $700.00 price target on Microsoft in a research report on Thursday. Yorkville Ives started coverage on Microsoft in a research note on Monday, October 5th. They issued an “outperform” rating and a $615.00 price target for the company. Oppenheimer boosted their price target on Microsoft from $570.00 to $625.00 and gave the stock an “outperform” rating in a research report on Monday. Finally, Benchmark reaffirmed a “buy” rating on shares of Microsoft in a research report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus target price of $609.54.

Get Our Latest Stock Report on MSFT

More Microsoft News

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.

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the completion of the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the sale, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 150,314 shares of company stock valued at $75,404,992 over the last three months. Company insiders own 0.03% of the company’s stock.

Microsoft 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.