Orographic Financial Advisors LLC Makes New $5.73 Million Investment in Microsoft Corporation $MSFT

Orographic Financial Advisors LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 15,477 shares of the software giant’s stock, valued at approximately $5,729,000. Microsoft makes up 4.1% of Orographic Financial Advisors LLC’s investment portfolio, making the stock its 4th largest holding.

Other large investors also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC lifted its stake in 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 acquiring an additional 20 shares during the last quarter. Bernzott Capital Advisors acquired a new position in shares of Microsoft during the 4th quarter worth about $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft during the 4th quarter worth about $36,000. Fairway Wealth LLC raised its holdings in shares of Microsoft by 287.0% in the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after purchasing an additional 66 shares during the period. Finally, University of Illinois Foundation bought a new stake in shares of Microsoft in the 2nd quarter valued at about $50,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,810 shares of the business’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 of the company’s stock, valued at approximately $21,188,276.96. The trade was a 10.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 37,310 shares of company stock worth $17,256,219. Insiders own 0.03% of the company’s stock.

Microsoft Trading Down 0.3%

Shares of MSFT stock opened at $495.40 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $553.72. The company has a market capitalization of $3.68 trillion, a PE ratio of 27.58, a price-to-earnings-growth ratio of 1.60 and a beta of 1.11. The firm has a 50 day moving average price of $411.27 and a two-hundred day moving average price of $408.50. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT) last posted its 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. The company had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The firm’s revenue for the quarter was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.65 earnings per share. As a group, analysts predict that Microsoft Corporation will post 19.58 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s payout ratio is 20.27%.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analysts continue to highlight Microsoft’s Azure expansion, accelerating Microsoft 365 Copilot adoption, and the company’s ability to sustain double-digit earnings growth. Microsoft’s latest quarter also exceeded expectations, with revenue of approximately $90 billion and earnings growth supported by Azure. Microsoft’s Cloud Gains Can Sustain Double-Digit Earnings Growth
• Positive Sentiment: JPMorgan raised its Microsoft price target to $625, citing stronger Copilot demand and accelerating infrastructure investment. Other analysts remain bullish, with a six-month median target near $540, reinforcing investor confidence in Microsoft’s long-term AI positioning. JPMorgan Raises Microsoft Price Target
• Positive Sentiment: Microsoft is combining its consumer and enterprise Copilot applications into a unified platform, potentially improving distribution, user engagement, and monetization as it competes with ChatGPT, Gemini, and Claude. Microsoft Unifies Copilot Applications
• Neutral Sentiment: Microsoft approved the first AI data-center deployment under its $9.7 billion agreement with IREN, supporting Azure capacity expansion. The deal improves supply visibility but also underscores Microsoft’s substantial capital requirements. IREN Delivers First AI Cloud Deployment
• Negative Sentiment: Investors remain concerned that Microsoft’s roughly $175 billion AI infrastructure spending plan could pressure free cash flow and cloud margins. A reported decline in cloud gross margin and higher data-center, chip, electricity, and labor costs raise questions about how much of the company’s large AI backlog will translate into profit. Microsoft’s AI Backlog and Profitability Concerns
• Negative Sentiment: Reports that Microsoft has closed at least 15 China offices and joint ventures add geopolitical and operational uncertainty, although Azure reportedly provides a profitable reason to retain a limited China presence. Microsoft Retreats in China

Wall Street Analyst Weigh In

A number of research firms recently commented on MSFT. BNP Paribas Exane reduced their price target on Microsoft from $556.00 to $555.00 and set an “outperform” rating for the company in a report on Friday, May 1st. Sanford C. Bernstein set a $660.00 price objective on Microsoft in a research report on Monday. Raymond James Financial lowered Microsoft from a “market perform” rating to a “market perform” rating in a report on Tuesday, May 5th. Tigress Financial increased their price target on Microsoft from $680.00 to $690.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, UBS Group set a $525.00 price target on Microsoft in a report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $560.27.

Microsoft Profile

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).