Visionary Wealth Advisors Purchases 117,678 Shares of Microsoft Corporation $MSFT

Visionary Wealth Advisors purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 117,678 shares of the software giant’s stock, valued at approximately $43,896,000. Microsoft makes up approximately 1.7% of Visionary Wealth Advisors’ investment portfolio, making the stock its 11th biggest position.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Cullen Capital Management LLC purchased a new stake in shares of Microsoft during the second quarter valued at $109,280,000. Whalen Wealth Management Inc. bought a new stake in Microsoft in the 2nd quarter worth about $3,863,000. Dearborn Partners LLC purchased a new position in Microsoft in the 2nd quarter worth about $70,503,000. Trail Ridge Investment Advisors LLC purchased a new position in Microsoft in the 2nd quarter worth about $7,024,000. Finally, Algert Global LLC raised its position in Microsoft by 2.5% in the 2nd quarter. Algert Global LLC now owns 89,428 shares of the software giant’s stock worth $33,358,000 after buying an additional 2,193 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive
• Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource
• Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper
• Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins.
• Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip
• Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure.

Analysts Set New Price Targets

Several research firms have issued reports on MSFT. UBS Group upped their target price on shares of Microsoft from $525.00 to $675.00 and gave the company a “buy” rating in a research note on Thursday. Raymond James Financial lowered shares of Microsoft from a “moderate buy” rating to a “strong sell” rating in a research note on Wednesday, September 23rd. Truist Financial reissued a “buy” rating and set a $575.00 price objective on shares of Microsoft in a report on Wednesday, July 22nd. JPMorgan Chase & Co. restated a “buy” rating on shares of Microsoft in a research report on Monday, September 28th. Finally, Phillip Securities downgraded shares of Microsoft from a “moderate buy” rating to a “hold” rating in a research report on Monday, October 12th. Forty-two equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $589.71.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This represents a 9.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Satya Nadella sold 86,525 shares of the firm’s stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 150,314 shares of company stock worth $75,404,992 over the last quarter. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Down 1.9%

Microsoft stock opened at $529.05 on Friday. Microsoft Corporation has a one year low of $349.20 and a one year high of $553.72. The stock has a fifty day moving average of $505.53 and a 200 day moving average of $440.59. 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 cap of $3.93 trillion, a PE ratio of 29.46, a price-to-earnings-growth ratio of 1.70 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping 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 business’s revenue for the quarter was up 17.7% on a year-over-year basis. During the same period last year, the firm posted $3.65 earnings per share. As a group, sell-side analysts predict that Microsoft Corporation will post 19.65 EPS for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be paid a $0.98 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 20.27%.

Microsoft Profile

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.