Wolff Financial Management LLC Has $2.91 Million Stock Position in Microsoft Corporation $MSFT

Wolff Financial Management LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 20.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,792 shares of the software giant’s stock after buying an additional 1,299 shares during the period. Microsoft comprises 0.6% of Wolff Financial Management LLC’s portfolio, making the stock its 15th biggest position. Wolff Financial Management LLC’s holdings in Microsoft were worth $2,907,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors acquired a new stake in Microsoft in the 4th quarter valued at about $34,000. Frankly Finances LLC acquired a new stake in Microsoft in the 2nd quarter valued at about $35,000. Timmons Wealth Management LLC bought a new position in shares of Microsoft in the fourth quarter worth about $36,000. Finally, Fairway Wealth LLC raised its stake in shares of Microsoft by 287.0% in the fourth quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock worth $43,000 after acquiring an additional 66 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure has surpassed a $100 billion annualized revenue run rate and reorganized its reporting structure around AI agents and infrastructure. The disclosure improves visibility into the company’s fastest-growing business and reinforces the long-term AI investment case. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is supporting UpDoc’s team in an ARPA-H program developing autonomous clinical AI for cardiovascular care, alongside OpenAI and NVIDIA. The initiative offers potential strategic and reputational benefits in healthcare AI, although the immediate financial impact is likely limited. ARPA-H Selects UpDoc to Lead Development of Autonomous Clinical AI System
• Positive Sentiment: Pershing Square, managed by Bill Ackman, reportedly increased its Microsoft position by 6.2 million shares. The purchase may provide a sentiment boost by signaling confidence from a prominent activist investor. Pershing Square’s Bill Ackman Boosts Microsoft Stake
• Neutral Sentiment: Strong demand for high-bandwidth memory from Microsoft and other AI companies is benefiting suppliers such as SK Hynix. The report highlights Microsoft’s continued AI infrastructure spending, but also underscores dependence on costly hardware and supply-chain capacity. Nvidia and Meta Are Hungry for HBM
• Negative Sentiment: Microsoft’s latest Patch Tuesday addressed a record 974 vulnerabilities, including two Windows zero-days reportedly exploited in the wild. While the fixes reduce longer-term security risk, the scale of the release may raise concerns about software quality, cybersecurity costs and potential customer disruption. Microsoft Patches Record 974 Flaws
• Negative Sentiment: An analyst downgrade argues that Microsoft’s AI capital-expenditure rotation does not yet support an optimistic view, intensifying concerns that infrastructure spending could pressure returns and free cash flow before monetization catches up. Microsoft: CapEx Rotation Does Not Support an Optimistic View
• Negative Sentiment: Fresh lawsuits from news organizations over AI training and content usage add legal and regulatory uncertainty to Microsoft’s OpenAI relationship. Rising Treasury yields are an additional valuation headwind for large technology companies. Microsoft’s OpenAI Partnership Draws Fresh Legal Fire

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. Sanford C. Bernstein set a $660.00 price objective on shares of Microsoft in a research report on Monday, August 10th. Morgan Stanley reiterated an “overweight” rating on shares of Microsoft in a research report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of Microsoft in a research report on Monday, July 20th. Wells Fargo & Company upped their price target on Microsoft from $650.00 to $700.00 and gave the company an “overweight” rating in a research note on Wednesday, August 12th. Finally, Citigroup reiterated a “market outperform” rating on shares of Microsoft in a report on Monday, August 31st. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $564.27.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were 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 approximately $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through 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 company’s stock in a transaction dated Tuesday, August 4th. The shares were 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 in the company, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 101,335 shares of company stock valued at $50,655,795 in the last 90 days. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Down 0.5%

Shares of Microsoft stock opened at $491.65 on Thursday. The company has a market capitalization of $3.65 trillion, a P/E ratio of 27.37, a price-to-earnings-growth ratio of 1.59 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. The business has a 50-day moving average of $451.71 and a two-hundred day moving average of $417.95. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The firm had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company’s revenue for the quarter was up 17.7% compared to the same quarter last year. During the same period in the prior year, the business earned $3.65 EPS. As a group, equities analysts predict that Microsoft Corporation will post 19.59 EPS for the current year.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.