Riversedge Advisors LLC Has $4.74 Million Position in Microsoft Corporation $MSFT

Riversedge Advisors LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 29.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,697 shares of the software giant’s stock after purchasing an additional 2,910 shares during the quarter. Microsoft accounts for about 0.6% of Riversedge Advisors LLC’s holdings, making the stock its 22nd biggest holding. Riversedge Advisors LLC’s holdings in Microsoft were worth $4,736,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Longfellow Investment Management Co. LLC increased its position in Microsoft by 51.3% in the 2nd 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 period. Bernzott Capital Advisors acquired a new position in shares of Microsoft during the fourth quarter worth $34,000. Frankly Finances LLC bought a new stake in shares of Microsoft in the second quarter worth $35,000. Timmons Wealth Management LLC acquired a new stake in Microsoft in the fourth quarter valued at $36,000. Finally, Fairway Wealth LLC increased its holdings in Microsoft by 287.0% in the fourth 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. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $499.70 on Tuesday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $553.72. 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’s 50-day moving average is $447.15 and its 200-day moving average is $416.63. The company has a market capitalization of $3.71 trillion, a price-to-earnings ratio of 27.82, a P/E/G ratio of 1.61 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter last year, the firm posted $3.65 earnings per share. The firm’s revenue was up 17.7% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend yield of 0.7%. Microsoft’s payout ratio is currently 20.27%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure business reportedly crossed a significant revenue milestone, while its large backlog points to continued demand for cloud and AI services. This is strengthening the long-term bull case and fueling speculation that the stock could approach $600. Microsoft Stock Is Building a Trillion-Dollar AI Opportunity
• Positive Sentiment: Microsoft and Nvidia are described as major beneficiaries of a potential $7 trillion AI infrastructure buildout. Rising data-center construction and demand for computing capacity could support sustained growth across Azure, software, and AI products. Nvidia, Microsoft at Center of $7 Trillion AI Boom
• Positive Sentiment: Investment commentary continues to favor Microsoft as a long-term holding because of its diversified software ecosystem, recurring revenue, cloud position, and favorable earnings outlook. Its latest reported quarter also showed revenue growth and earnings well above expectations. Why Microsoft Is a Top Stock for the Long-Term
• Positive Sentiment: Microsoft’s partnerships and investments in Gulf data-center infrastructure highlight its efforts to expand global AI capacity. Separately, company representatives said AI could create new employment opportunities rather than only eliminate jobs, supporting broader adoption narratives. Microsoft and Schneider Electric Bet Big on the Gulf
• Neutral Sentiment: Analysts are focused on a key cash-flow line item, likely reflecting the impact of elevated AI-related capital expenditures. Strong investment may expand future growth but could constrain free cash flow and delay a breakout to a new high. Microsoft Is Close to a New All-Time High
• Negative Sentiment: Microsoft’s next-generation Xbox, Project Helix, could face a pricing challenge if advanced hardware pushes the console toward $1,000. A high price could limit adoption and pressure the gaming business, although Microsoft is considering affordability measures. Microsoft Has a $1,000 Problem With Its Next Xbox
• Negative Sentiment: Recent Outlook and Exchange Online outages, alongside a separate ChatGPT Work disruption, raise concerns about reliability for Microsoft’s productivity and cloud services. The incidents have not materially undermined reported results but remain a reputational and retention risk. Microsoft’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day

Analysts Set New Price Targets

Several research analysts have commented on the company. Wedbush reaffirmed an “outperform” rating and set a $575.00 target price on shares of Microsoft in a report on Wednesday, May 13th. BMO Capital Markets raised their price objective on Microsoft from $500.00 to $515.00 and gave the stock an “outperform” rating in a research report on Thursday, July 30th. Stifel Nicolaus lifted their price objective on Microsoft from $450.00 to $530.00 and gave the stock a “hold” rating in a research note on Friday. Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, July 30th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $640.00 price target on shares of Microsoft in a report on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $564.27.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,810 shares of the business’s stock in a transaction on 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 transaction, the executive vice president owned 42,677 shares in the company, valued at $21,188,276.96. The trade was 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 Judson Althoff sold 10,000 shares of the stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer directly owned 100,447 shares in the company, valued at approximately $49,007,086.83. This represents a 9.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 105,835 shares of company stock worth $52,468,575 in the last quarter. 0.03% of the stock is owned by corporate insiders.

Microsoft Company 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).