S&A Financial Services Inc. Invests $1.04 Million in Microsoft Corporation $MSFT

S&A Financial Services Inc. acquired a new position in Microsoft Corporation (NASDAQ:MSFT) during the first quarter, HoldingsChannel.com reports. The institutional investor acquired 2,807 shares of the software giant’s stock, valued at approximately $1,039,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% in 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. Shepherd Kaplan Krochuk LLC increased its position in Microsoft by 4.9% in the 3rd quarter. Shepherd Kaplan Krochuk LLC now owns 431 shares of the software giant’s stock valued at $223,000 after acquiring an additional 20 shares during the period. Fischer Investment Strategies LLC raised its stake in Microsoft by 3.1% during the 4th quarter. Fischer Investment Strategies LLC now owns 697 shares of the software giant’s stock valued at $337,000 after acquiring an additional 21 shares in the last quarter. Pollock Investment Advisors LLC boosted its position in Microsoft by 0.8% during the 3rd quarter. Pollock Investment Advisors LLC now owns 2,805 shares of the software giant’s stock worth $1,453,000 after acquiring an additional 21 shares during the period. Finally, Better Money Decisions LLC increased its holdings in shares of Microsoft by 0.6% during the second quarter. Better Money Decisions LLC now owns 3,498 shares of the software giant’s stock valued at $1,740,000 after purchasing an additional 21 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $480.35 on Tuesday. Microsoft Corporation has a twelve month low of $349.20 and a twelve month high of $553.72. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a market capitalization of $3.57 trillion, a price-to-earnings ratio of 26.75, a PEG ratio of 1.59 and a beta of 1.10. The firm has a 50-day moving average of $412.64 and a two-hundred day moving average of $408.06.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The company had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same quarter in the previous year, the company posted $3.65 EPS. The business’s revenue was up 17.7% compared to the same quarter last year. As a group, analysts expect that Microsoft Corporation will post 19.59 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft’s dividend payout ratio (DPR) is presently 20.27%.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total value of $2,388,068.80. Following the transaction, the executive vice president owned 42,677 shares of the company’s stock, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the sale, the chief executive officer owned 110,477 shares of the company’s stock, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 37,310 shares of company stock worth $17,256,219. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on MSFT shares. DA Davidson reaffirmed a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a report on Thursday, July 30th. New Street Research lowered their target price on shares of Microsoft from $675.00 to $600.00 and set a “buy” rating on the stock in a research note on Thursday, April 30th. TD Cowen reaffirmed a “buy” rating and issued a $540.00 price target on shares of Microsoft in a research note on Thursday, July 30th. HSBC decreased their price objective on shares of Microsoft from $593.00 to $571.00 in a report on Thursday, April 30th. Finally, Phillip Securities cut Microsoft from a “strong-buy” rating to a “moderate buy” rating in a report on Monday, August 3rd. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $560.27.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure business reportedly surpassed $100 billion in annual revenue, reinforcing confidence that AI demand is translating into substantial cloud growth. The company’s strong recent earnings, rising Microsoft 365 seat count and increasing adoption of premium E7 and Copilot offerings provide additional long-term growth support. Azure revenue article Microsoft 365 seats article
• Positive Sentiment: William Blair reaffirmed a Buy rating, citing early AI monetization and a constructive long-term risk-reward profile. Other coverage highlighted Microsoft’s ability to generate cash while investing heavily in AI infrastructure, distinguishing it from some competitors. Microsoft Buy rating article
• Positive Sentiment: Microsoft is developing its Maia 300 AI accelerator, potentially reducing dependence on Nvidia processors and improving supply flexibility and infrastructure economics over time. Maia 300 chip article
• Neutral Sentiment: A partnership with Plug Power tested hydrogen fuel-cell backup power for Microsoft data centers. The trial could support data-center resilience, but Plug’s CEO said it does not represent a strategic pivot or an immediate material change for Microsoft. Plug Power and Microsoft article
• Negative Sentiment: A Guardian investigation raised questions about a possible shortfall in advanced AI chips installed across Microsoft’s facilities relative to its stated data-center expansion plans. Reports cited a potential gap of roughly 2.2 million chips, fueling concerns about deployment timing, capacity and near-term AI revenue growth. Microsoft chip capacity article
• Negative Sentiment: Morgan Stanley warned that heavy AI capital expenditure and rising debt-related obligations could pressure hyperscaler credit quality. Although Microsoft has a strong balance sheet, the warning increases scrutiny of whether massive infrastructure spending will generate adequate returns. Morgan Stanley hyperscaler warning

About Microsoft

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).