Wolff Financial Management LLC Has $2.91 Million Holdings in Microsoft Corporation $MSFT

Wolff Financial Management LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 20.0% in the second quarter, HoldingsChannel.com reports. The fund owned 7,792 shares of the software giant’s stock after buying an additional 1,299 shares during the period. Microsoft comprises approximately 0.6% of Wolff Financial Management LLC’s portfolio, making the stock its 15th biggest holding. Wolff Financial Management LLC’s holdings in Microsoft were worth $2,907,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Empirical Financial Services LLC d.b.a. Empirical Wealth Management raised its stake in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock worth $85,604,000 after buying an additional 8,773 shares during the last quarter. Markel Group Inc. boosted its position in Microsoft by 0.4% during the first quarter. Markel Group Inc. now owns 537,630 shares of the software giant’s stock valued at $199,014,000 after acquiring an additional 1,950 shares during the last quarter. Bessemer Group Inc. grew its holdings in Microsoft by 8.4% during the 1st quarter. Bessemer Group Inc. now owns 6,921,677 shares of the software giant’s stock worth $2,562,197,000 after acquiring an additional 537,634 shares during the period. Taylor Securities Services Inc. acquired a new stake in Microsoft during the 4th quarter worth about $2,616,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its position in shares of Microsoft by 138.8% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,356,359 shares of the software giant’s stock worth $502,077,000 after acquiring an additional 788,297 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on MSFT. Oppenheimer reiterated an “outperform” rating and issued a $515.00 target price on shares of Microsoft in a report on Wednesday, July 22nd. Citigroup restated a “market outperform” rating on shares of Microsoft in a report on Monday, August 31st. Mizuho reduced their price objective on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a research report on Wednesday, July 15th. DA Davidson reiterated a “buy” rating and issued a $550.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $550.00 target price on shares of Microsoft in a research report on Tuesday, July 28th. Forty-two investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $564.27.

Microsoft Trading Down 0.5%

NASDAQ MSFT opened at $491.65 on Thursday. 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 business has a fifty day simple moving average of $451.71 and a 200 day simple moving average of $417.95. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The firm has a market capitalization of $3.65 trillion, a P/E ratio of 27.37, a PEG ratio of 1.59 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. The business had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.Microsoft’s quarterly revenue was up 17.7% compared to the same quarter last year. During the same period last year, the company posted $3.65 earnings per share. On average, analysts predict that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Judson Althoff sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the transaction, the chief executive officer directly owned 100,447 shares of the company’s stock, valued at approximately $49,007,086.83. This trade represents a 9.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 86,525 shares of the firm’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 101,335 shares of company stock worth $50,655,795 over the last quarter. 0.03% of the stock is currently owned by company insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft disclosed that Azure has surpassed a $100 billion annualized revenue run rate and reorganized its reporting structure around AI agents and infrastructure. The disclosure improves visibility into the company’s fastest-growing business and reinforces the long-term AI investment case. Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
• Positive Sentiment: Microsoft is supporting UpDoc’s team in an ARPA-H program developing autonomous clinical AI for cardiovascular care, alongside OpenAI and NVIDIA. The initiative offers potential strategic and reputational benefits in healthcare AI, although the immediate financial impact is likely limited. ARPA-H Selects UpDoc to Lead Development of Autonomous Clinical AI System
• Positive Sentiment: Pershing Square, managed by Bill Ackman, reportedly increased its Microsoft position by 6.2 million shares. The purchase may provide a sentiment boost by signaling confidence from a prominent activist investor. Pershing Square’s Bill Ackman Boosts Microsoft Stake
• Neutral Sentiment: Strong demand for high-bandwidth memory from Microsoft and other AI companies is benefiting suppliers such as SK Hynix. The report highlights Microsoft’s continued AI infrastructure spending, but also underscores dependence on costly hardware and supply-chain capacity. Nvidia and Meta Are Hungry for HBM
• Negative Sentiment: Microsoft’s latest Patch Tuesday addressed a record 974 vulnerabilities, including two Windows zero-days reportedly exploited in the wild. While the fixes reduce longer-term security risk, the scale of the release may raise concerns about software quality, cybersecurity costs and potential customer disruption. Microsoft Patches Record 974 Flaws
• Negative Sentiment: An analyst downgrade argues that Microsoft’s AI capital-expenditure rotation does not yet support an optimistic view, intensifying concerns that infrastructure spending could pressure returns and free cash flow before monetization catches up. Microsoft: CapEx Rotation Does Not Support an Optimistic View
• Negative Sentiment: Fresh lawsuits from news organizations over AI training and content usage add legal and regulatory uncertainty to Microsoft’s OpenAI relationship. Rising Treasury yields are an additional valuation headwind for large technology companies. Microsoft’s OpenAI Partnership Draws Fresh Legal Fire

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.