Microsoft Corporation $MSFT is Whitener Capital Management Inc.’s 7th Largest Position

Whitener Capital Management Inc. boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 44,199 shares of the software giant’s stock after purchasing an additional 2,920 shares during the period. Microsoft makes up about 3.5% of Whitener Capital Management Inc.’s portfolio, making the stock its 7th biggest position. Whitener Capital Management Inc.’s holdings in Microsoft were worth $16,487,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Heck Capital Advisors LLC raised its stake in Microsoft by 163.8% in the 2nd quarter. Heck Capital Advisors LLC now owns 35,800 shares of the software giant’s stock worth $13,354,000 after acquiring an additional 22,229 shares during the last quarter. Ramsey Quantitative Systems acquired a new stake in shares of Microsoft during the second quarter worth about $112,000. Cardinal Capital Management Inc. raised its position in Microsoft by 4.1% during the 2nd quarter. Cardinal Capital Management Inc. now owns 79,815 shares of the software giant’s stock worth $29,773,000 after buying an additional 3,163 shares during the last quarter. Tema ETFs LLC raised its position in Microsoft by 11.0% during the 2nd quarter. Tema ETFs LLC now owns 45,617 shares of the software giant’s stock worth $17,016,000 after buying an additional 4,521 shares during the last quarter. Finally, Haven Capital Group Inc. lifted its stake in Microsoft by 20.6% during the 2nd quarter. Haven Capital Group Inc. now owns 9,612 shares of the software giant’s stock valued at $3,585,000 after acquiring an additional 1,645 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

MSFT opened at $513.53 on Friday. The firm has a fifty day moving average price of $430.87 and a 200 day moving average price of $412.45. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock has a market cap of $3.81 trillion, a P/E ratio of 28.59, a P/E/G ratio of 1.63 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. During the same quarter last year, the business earned $3.65 earnings per share. The firm’s revenue was up 17.7% on a year-over-year basis. Equities research analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

Trending Headlines about Microsoft

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

Analysts Set New Price Targets

A number of analysts have recently weighed in on MSFT shares. Argus cut their price objective on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. Wells Fargo & Company boosted their target price on shares of Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. Scotiabank reaffirmed an “outperform” rating and set a $510.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Cantor Fitzgerald lifted their price objective on Microsoft from $502.00 to $522.00 and gave the company an “overweight” rating in a research note on Monday, July 27th. Finally, Tigress Financial boosted their price objective on Microsoft from $680.00 to $690.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $560.27.

Insider Transactions at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, 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 have sold a total of 37,310 shares of company stock worth $17,256,219 over the last 90 days. Insiders own 0.03% of the company’s stock.

About Microsoft

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).