AM Investment Strategies LLC Increases Stake in Microsoft Corporation $MSFT

AM Investment Strategies LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 28,855 shares of the software giant’s stock after purchasing an additional 350 shares during the period. Microsoft makes up about 3.4% of AM Investment Strategies LLC’s investment portfolio, making the stock its 8th largest position. AM Investment Strategies LLC’s holdings in Microsoft were worth $14,352,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. PMV Capital Advisers LLC boosted its stake in shares of Microsoft by 5.9% during the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after purchasing an additional 20 shares during the period. Seek First Inc. boosted its stake in shares of Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after purchasing an additional 20 shares during the period. Guided Capital Wealth Management LLC boosted its stake in shares of Microsoft by 0.4% during the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock valued at $2,688,000 after purchasing an additional 21 shares during the period. Fosun International Ltd lifted its stake in Microsoft by 0.3% in the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock worth $2,490,000 after acquiring an additional 23 shares during the period. Finally, Birchbrook Inc. grew its holdings in Microsoft by 0.4% during the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock worth $2,375,000 after acquiring an additional 23 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent research reports. Barclays reiterated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Piper Sandler increased their target price on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. TD Cowen boosted their target price on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Finally, Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $617.63.

Microsoft Stock Performance

Shares of Microsoft stock opened at $517.35 on Monday. The business has a 50-day moving average of $512.83 and a 200 day moving average of $467.74. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market capitalization of $3.85 trillion, a price-to-earnings ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.