Microsoft Corporation $MSFT Shares Acquired by Mid American Wealth Advisory Group Inc.

Mid American Wealth Advisory Group Inc. increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 133.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,192 shares of the software giant’s stock after purchasing an additional 1,253 shares during the period. Mid American Wealth Advisory Group Inc.’s holdings in Microsoft were worth $818,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of MSFT. Nvest Financial LLC raised its holdings in Microsoft by 2.9% during the second quarter. Nvest Financial LLC now owns 13,082 shares of the software giant’s stock valued at $4,880,000 after buying an additional 365 shares in the last quarter. Clay Northam Wealth Management LLC increased its holdings in shares of Microsoft by 2.4% during the 2nd quarter. Clay Northam Wealth Management LLC now owns 14,203 shares of the software giant’s stock valued at $5,298,000 after acquiring an additional 330 shares during the last quarter. Saudi Central Bank raised its holdings in Microsoft by 89.5% in the 2nd quarter. Saudi Central Bank now owns 493,806 shares of the software giant’s stock worth $184,200,000 after acquiring an additional 233,185 shares during the period. Asset Allocation Strategies LLC increased its stake in shares of Microsoft by 24.1% in the second quarter. Asset Allocation Strategies LLC now owns 2,087 shares of the software giant’s stock worth $778,000 after purchasing an additional 405 shares during the period. Finally, Semitam Bonam LLC acquired a new position in shares of Microsoft during the second quarter worth approximately $290,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Down 1.6%

Shares of Microsoft stock opened at $521.91 on Friday. The company has a market capitalization of $3.88 trillion, a P/E ratio of 27.24, a price-to-earnings-growth ratio of 1.64 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.22 and a quick ratio of 1.22. The business has a 50-day moving average of $512.91 and a two-hundred day moving average of $438.43. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $551.15.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.72 by $0.17. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The business had revenue of $92.28 billion during the quarter, compared to analyst estimates of $90.62 billion. During the same period in the previous year, the firm earned $4.13 EPS. Microsoft’s quarterly revenue was up 18.8% compared to the same quarter last year. As a group, equities analysts predict that Microsoft Corporation will post 19.79 EPS for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s payout ratio is currently 19.00%.

Analyst Ratings Changes

A number of analysts have commented on the company. Truist Financial reiterated a “buy” rating and issued a $630.00 price objective (up from $600.00) on shares of Microsoft in a research report on Thursday. Barclays lifted their target price on shares of Microsoft from $600.00 to $610.00 and gave the company an “overweight” rating in a research note on Thursday. Mizuho increased their price objective on shares of Microsoft from $510.00 to $600.00 and gave the stock an “outperform” rating in a report on Thursday, October 15th. BNP Paribas Exane downgraded Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. Finally, 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 report on Friday, July 10th. One equities research analyst has rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $609.54.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft delivered a strong fiscal first quarter, with revenue of $92.28 billion and EPS of $4.89, both above expectations. Azure revenue surged 48%, while Microsoft Cloud revenue rose 30%, reinforcing the view that AI demand is translating into meaningful cloud growth. Microsoft Earnings Expose a Growing Divide in the Magnificent 7 AI Trade
• Positive Sentiment: Management issued second-quarter revenue guidance of $96.0 billion to $97.1 billion, above the $95.7 billion consensus estimate. Analysts responded with multiple price-target increases, including targets of $630 to $680, and Wolfe Research upgraded the stock to “strong buy.”
• Positive Sentiment: Microsoft’s strong cash generation and diversified enterprise business continue to distinguish it from rivals facing sharper cash-flow concerns. Analysts argue that Azure, Copilot, AI agents and Microsoft’s security products provide several ways to monetize AI. The expanded Estée Lauder partnership, which will extend Copilot to more than 14,000 employees, offers another example of enterprise adoption. Estée Lauder and Microsoft Strategic Partnership
• Neutral Sentiment: Microsoft’s voluntary exit offer for approximately 60,000 employees may improve productivity and redirect resources toward AI, but it also highlights a significant restructuring as the company shifts toward more automated, equipment-intensive operations. Microsoft’s 60,000-Person Buyout Offer
• Negative Sentiment: Investors remain concerned about Microsoft’s capital intensity. The company plans roughly $170 billion of AI-related capital spending, while also arranging a $25 billion bond sale—the first major U.S. debt offering since 2017—to fund its buildout. Rising borrowing costs increase scrutiny of future AI returns. Microsoft Plans to Raise $25 Billion in Debt
• Negative Sentiment: Quarterly capital spending was below analyst expectations because third-party AI-chip and data-center capacity was delayed, pushing some capacity into the first half of 2027. While management described this as a supply issue rather than weaker demand, the miss hurt AI infrastructure suppliers and revived concerns about the pace of expansion.
• Negative Sentiment: Microsoft’s cloud gross margin is reportedly narrowing as chip, power, data-center and labor costs rise. With the Nasdaq 100 down sharply during October amid fears of an AI spending bubble, investors are demanding proof that Microsoft’s large backlog will convert into profitable cash flow—not merely future revenue.

Insider Activity at Microsoft

In related news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer directly owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the business’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 completion of the sale, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 150,314 shares of company stock worth $75,404,992 over the last three months. 0.03% of the stock is currently owned by insiders.

About Microsoft

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.