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

Lifetime Wealth Management P.C. purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the second quarter, Holdings Channel.com reports. The fund purchased 1,660 shares of the software giant’s stock, valued at approximately $619,000.

Several other institutional investors have also recently made changes to their positions in the company. Bank of America Corp DE acquired a new position in shares of Microsoft in the 2nd quarter worth approximately $27,338,370,000. Legal & General Group Plc purchased a new position in shares of Microsoft during the 2nd quarter worth approximately $18,306,443,000. Amundi boosted its position in shares of 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 purchasing an additional 9,814,598 shares during the period. Dimensional Fund Advisors LP boosted its position 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 purchasing an additional 2,784,809 shares during the period. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Microsoft by 64.3% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 24,264,779 shares of the software giant’s stock valued at $8,982,083,000 after purchasing an additional 9,493,778 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $532.95 on Thursday. The company has a market cap of $3.96 trillion, a P/E ratio of 29.67, a PEG ratio of 1.71 and a beta of 1.10. The firm has a fifty day moving average price of $507.45 and a 200 day moving average price of $444.58. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share 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 analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The business’s quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the company earned $3.65 EPS. Sell-side analysts predict that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This represents a $3.92 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s dividend payout ratio is presently 20.27%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the company’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 completion of the sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This represents a 10.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 86,525 shares of the company’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 value of $43,388,826.50. Following the sale, the chief executive officer owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This trade represents 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. In the last ninety days, insiders sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on MSFT shares. DA Davidson restated a “buy” rating and set a $550.00 price target on shares of Microsoft in a research note on Thursday, July 30th. Mizuho lifted their price objective on Microsoft from $510.00 to $600.00 and gave the company an “outperform” rating in a research note on Thursday, October 15th. CLSA reiterated an “outperform” rating on shares of Microsoft in a report on Thursday, July 30th. TD Cowen boosted their price objective on Microsoft from $540.00 to $625.00 and gave the company a “buy” rating in a report on Thursday, October 15th. Finally, Benchmark reissued a “buy” rating on shares of Microsoft in a research note on Friday, July 24th. Forty-three equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $592.15.

Key Stories Impacting 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

Microsoft Company 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.