Microsoft Corporation $MSFT Shares Acquired by TrueWealth Financial Partners

TrueWealth Financial Partners increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 9,027.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 41,346 shares of the software giant’s stock after acquiring an additional 40,893 shares during the quarter. Microsoft makes up about 6.1% of TrueWealth Financial Partners’ investment portfolio, making the stock its 4th largest position. TrueWealth Financial Partners’ holdings in Microsoft were worth $15,305,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC lifted its stake in Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after purchasing an additional 20 shares in the last quarter. Shepherd Kaplan Krochuk LLC raised its holdings in Microsoft by 4.9% in the third quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after acquiring an additional 20 shares in the last quarter. Fischer Investment Strategies LLC lifted its position in shares of Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock worth $337,000 after purchasing an additional 21 shares during the last quarter. Pollock Investment Advisors LLC boosted its position in shares of Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after acquiring an additional 21 shares in the last quarter. Finally, Better Money Decisions LLC boosted its holdings in Microsoft by 0.6% in the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after purchasing an additional 21 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible 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 sale, the executive vice president directly owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 37,310 shares of company stock valued at $17,256,219. 0.03% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on MSFT shares. Mizuho dropped their price objective on Microsoft from $515.00 to $490.00 and set an “outperform” rating on the stock in a report on Wednesday, July 15th. Weiss Ratings restated a “hold (c)” rating on shares of Microsoft in a research report on Monday, July 6th. Citizens Jmp reissued a “market outperform” rating and issued a $550.00 price target on shares of Microsoft in a report on Tuesday, July 28th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $640.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $640.00 target price on shares of Microsoft in a report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $560.27.

Microsoft Stock Down 0.3%

Shares of NASDAQ:MSFT opened at $495.40 on Friday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. The stock has a 50-day simple moving average of $411.27 and a 200-day simple moving average of $408.50. The stock has a market capitalization of $3.68 trillion, a P/E ratio of 27.58, a PEG ratio of 1.60 and a beta of 1.11. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT) last announced 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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same period last year, the business posted $3.65 EPS. The company’s revenue was up 17.7% on a year-over-year basis. Equities analysts forecast that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 20th. Microsoft’s payout ratio is currently 20.27%.

Trending Headlines about Microsoft

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

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).