Wealth Science Advisors LLC Has $4.51 Million Stake in Microsoft Corporation $MSFT

Wealth Science Advisors LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 385.3% during the second quarter, HoldingsChannel reports. The firm owned 12,088 shares of the software giant’s stock after buying an additional 9,597 shares during the period. Microsoft comprises approximately 2.0% of Wealth Science Advisors LLC’s portfolio, making the stock its 11th largest holding. Wealth Science Advisors LLC’s holdings in Microsoft were worth $4,509,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant’s stock worth $29,000 after buying an additional 20 shares in the last quarter. Bernzott Capital Advisors bought a new stake in shares of Microsoft in the 4th quarter valued at $34,000. Timmons Wealth Management LLC acquired a new position in shares of Microsoft during the 4th quarter valued at $36,000. Fairway Wealth LLC lifted its position in shares of Microsoft by 287.0% during the 4th quarter. Fairway Wealth LLC now owns 89 shares of the software giant’s stock valued at $43,000 after acquiring an additional 66 shares during the period. Finally, LSV Asset Management bought a new position in Microsoft during the fourth quarter worth $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Evercore set a $528.00 price target on shares of Microsoft in a research note on Thursday, July 30th. BMO Capital Markets raised their target price on Microsoft from $500.00 to $515.00 and gave the company an “outperform” rating in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Microsoft in a research report on Monday, July 20th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $640.00 price target on shares of Microsoft in a report on Thursday, July 30th. Finally, Tigress Financial boosted their price objective on Microsoft from $680.00 to $690.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $560.27.

Microsoft Stock Up 0.9%

MSFT stock opened at $491.71 on Wednesday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The company has a quick ratio of 1.22, a current ratio of 1.23 and a debt-to-equity ratio of 0.07. The stock’s 50 day moving average is $423.32 and its 200-day moving average is $410.28. The firm has a market capitalization of $3.65 trillion, a PE ratio of 27.38, a P/E/G ratio of 1.57 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.24 by $0.50. The business had revenue of $90.01 billion during 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%.During the same quarter in the prior year, the company posted $3.65 earnings per share. Microsoft’s revenue was up 17.7% compared to the same quarter last year. Sell-side analysts expect that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be issued 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 dividend payout ratio is currently 20.27%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the sale, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This trade represents a 10.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 37,310 shares of company stock worth $17,256,219 over the last three months. 0.03% of the stock is owned by insiders.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Azure backlog supports visibility. Microsoft’s commercial backlog reportedly reached approximately $678 billion, suggesting substantial future cloud revenue and helping the stock outperform during a broader technology-sector selloff. Microsoft Rises as $678 Billion Backlog Defies Tech Selloff
• Positive Sentiment: AI demand is strengthening Microsoft’s enterprise moat. Analysts and investors point to Azure, Microsoft 365 Copilot, and the company’s broad enterprise ecosystem as advantages that could support continued AI monetization. Microsoft’s stock has gained about 28% over the past month, substantially outperforming the technology-sector ETF cited in the coverage. Most Investors Overlook MSFT’s AI Moat
• Positive Sentiment: Meta Platforms is becoming a major Microsoft customer. Meta’s growing reliance on Microsoft’s infrastructure for AI could increase Azure demand and provide additional validation of Microsoft’s cloud platform. Meta Platforms Is Now One of Microsoft’s Biggest Customers
• Positive Sentiment: Data-center expansion and partnerships add incremental support. Microsoft is expanding capacity to meet AI demand, while new customer, sports, and business partnerships reinforce its cloud and AI ecosystem. These developments are strategically favorable but are unlikely to materially affect near-term earnings on their own.
• Neutral Sentiment: Technical and momentum coverage remains favorable. Several reports describe MSFT as a top-ranked momentum or rebound candidate, but these are largely investment-screening and opinion-based articles rather than new fundamental announcements. MSFT, ORCL and INTC Forecast
• Negative Sentiment: Capital intensity is the principal concern. Coverage highlights sharply lower free cash flow as Microsoft invests heavily in AI infrastructure and data centers. The rally toward the $600 level may depend on whether the next earnings report shows that booked demand is converting into revenue quickly enough to offset margin and cash-flow pressure. What Would It Take to Get MSFT Stock Up to $600?
• Negative Sentiment: Short-interest data provides no useful signal. The reported figures show zero shares sold short both currently and previously, with a zero-day short-interest ratio, indicating a likely data-quality issue rather than a meaningful change in investor positioning.

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).