Worth Asset Management LLC Purchases 1,781 Shares of Microsoft Corporation $MSFT

Worth Asset Management LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 31.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,532 shares of the software giant’s stock after acquiring an additional 1,781 shares during the quarter. Microsoft makes up about 0.9% of Worth Asset Management LLC’s investment portfolio, making the stock its 19th largest position. Worth Asset Management LLC’s holdings in Microsoft were worth $2,809,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norway Savings Bank increased its holdings in shares of Microsoft by 4.2% in the 2nd quarter. Norway Savings Bank now owns 20,652 shares of the software giant’s stock valued at $7,704,000 after acquiring an additional 823 shares during the period. Beaird Harris Wealth Management LLC lifted its stake in shares of Microsoft by 3.9% during the 2nd quarter. Beaird Harris Wealth Management LLC now owns 6,183 shares of the software giant’s stock worth $2,306,000 after purchasing an additional 230 shares during the last quarter. Rockland Trust Co. lifted its stake in shares of Microsoft by 6.6% during the 2nd quarter. Rockland Trust Co. now owns 293,155 shares of the software giant’s stock worth $109,353,000 after purchasing an additional 18,068 shares during the last quarter. Bright Rock Capital Management LLC boosted its position in Microsoft by 15.6% during the second quarter. Bright Rock Capital Management LLC now owns 74,000 shares of the software giant’s stock valued at $27,603,000 after purchasing an additional 10,000 shares in the last quarter. Finally, Thurston Springer Miller Herd & Titak Inc. boosted its position in Microsoft by 29.7% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 21,388 shares of the software giant’s stock valued at $7,979,000 after purchasing an additional 4,902 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s data-center expansion is becoming central to the bullish case. Analysts argue that demand is already supported by booked orders, with the company’s commercial backlog reportedly reaching approximately $678 billion. The opportunity depends on how quickly Microsoft can add capacity and deliver Azure AI services. Microsoft Stock’s Upside Now Runs Through Its Data Center Build
• Positive Sentiment: Multiple market commentaries remain constructive on Microsoft’s enterprise AI platform, citing Azure, Office and the company’s broader software ecosystem as sources of a durable competitive moat. Recent earnings also showed strong momentum, with revenue growth of 17.7% and earnings exceeding expectations. Microsoft Stock in 2027: My Prediction Is That It Still Beats the Market
• Positive Sentiment: Microsoft’s upcoming Xbox release schedule could help stabilize or revive gaming revenue after a recent sales slowdown, although the impact depends on the performance of the new titles. Can Xbox’s Upcoming Gaming Roster Lift MSFT’s Gaming Revenues?
• Neutral Sentiment: Reports that employees shared compensation details and monthly AI usage costs in internal spreadsheets provide transparency but have limited direct earnings implications. They may nevertheless draw attention to Microsoft’s workforce costs and the scale of internal AI adoption. Microsoft employees reveal how much cash they’re burning on AI
• Negative Sentiment: Investors remain concerned that heavy AI infrastructure spending is outpacing shareholder distributions and could weigh on free cash flow, margins and future dividend growth. Related commentary also highlights the broader debt burden associated with the AI buildout. Microsoft’s AI spending and dividend costs
• Negative Sentiment: Australia’s new rules requiring large digital platforms to compensate local news publishers create additional obligations for LinkedIn and could modestly increase regulatory and operating costs. Microsoft Gets New Australia News Rules

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $487.31 on Tuesday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. The company has a market cap of $3.62 trillion, a PE ratio of 27.13, a P/E/G ratio of 1.56 and a beta of 1.10. The business has a 50-day simple moving average of $421.37 and a two-hundred day simple moving average of $409.73. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.24 by $0.50. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate 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 quarter in the prior year, the company posted $3.65 earnings per share. As a group, equities analysts expect that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend 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%.

Analysts Set New Price Targets

A number of equities analysts have commented on MSFT shares. DA Davidson reiterated a “buy” rating and issued a $550.00 target price on shares of Microsoft in a report on Thursday, July 30th. Wedbush restated an “outperform” rating and issued a $575.00 price target on shares of Microsoft in a report on Wednesday, May 13th. BMO Capital Markets lifted their price objective on shares of Microsoft from $500.00 to $515.00 and gave the stock an “outperform” rating in a research report on Thursday, July 30th. Guggenheim reiterated a “buy” rating and set a $586.00 price objective on shares of Microsoft in a research note on Monday, July 27th. Finally, Morgan Stanley reissued an “overweight” rating on shares of Microsoft in a research report on Thursday, July 30th. Forty-two equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $560.27.

Insider Buying and Selling

In other news, CEO Judson Althoff sold 15,500 shares of Microsoft stock in a transaction on Monday, June 1st. The shares were 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 directly owned 110,477 shares in the company, valued at approximately $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 37,310 shares of company stock worth $17,256,219 in the last 90 days. 0.03% of the stock is currently owned by company insiders.

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).