8,647 Shares in Microsoft Corporation $MSFT Bought by Sanchez Levi Garrett

Sanchez Levi Garrett bought a new position in Microsoft Corporation (NASDAQ:MSFT) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 8,647 shares of the software giant’s stock, valued at approximately $3,226,000. Microsoft comprises 1.8% of Sanchez Levi Garrett’s investment portfolio, making the stock its 11th largest position.

Several other hedge funds also recently made changes to their positions in MSFT. Frankly Finances LLC purchased a new stake in shares of Microsoft during the second quarter worth about $35,000. Bard Associates Inc. purchased a new position in Microsoft during the 2nd quarter valued at about $37,000. PMV Capital Advisers LLC purchased a new position in Microsoft during the 2nd quarter valued at about $38,000. Fiduciary Advisors Inc. raised its position in Microsoft by 37.4% during the 2nd quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock valued at $47,000 after purchasing an additional 34 shares during the last quarter. Finally, Persistent Asset Partners Ltd bought a new position in Microsoft during the 2nd quarter valued at approximately $60,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Analyst optimism and earnings expectations: BMO Capital raised its Microsoft price target to $600 while maintaining an Outperform rating, citing potential upside for Azure. Bernstein also reiterated Outperform and lifted its target to $662. Analysts expect Microsoft’s Oct. 28 results to benefit from Azure demand and expanding enterprise AI adoption. Boeing and Microsoft AI platform article
• Positive Sentiment: AI and cloud growth remain the core bull case: Commentary points to robust Azure infrastructure demand, commercial customer commitments and Microsoft’s ability to monetize AI across enterprise markets. Its new Maia AI chips could eventually reduce reliance on outside processors and lower inference costs, although execution remains important. Microsoft Q1 outlook
• Positive Sentiment: Xbox and industry partnerships: Microsoft plans next-generation Xbox consoles and handheld devices for the 2027–2028 holiday seasons. Separately, its partnership with AMD is intended to improve Xbox performance, while Boeing’s new Dataliner aircraft-data platform uses Microsoft Azure AI Foundry and could support enterprise cloud adoption. Next-generation Xbox article
• Neutral Sentiment: Tokenized-stock objection: Microsoft joined Alphabet and Goldman Sachs in objecting to having its shares listed on a proposed OKX-ICE tokenized-stock platform. The move may limit potential trading exposure but does not directly affect operating results. Tokenized stocks article
• Negative Sentiment: U.K. AI data-center withdrawal: Microsoft withdrew as anchor tenant from Nscale’s planned Loughton, Essex, facility because grid-connection delays threatened the power supply. The decision highlights electricity and permitting constraints that could slow Azure capacity expansion and increase infrastructure costs. Microsoft U.K. data-center withdrawal
• Negative Sentiment: Regulatory and execution pressure: Britain’s competition watchdog is considering strategic-market-status rules for Microsoft’s business software, potentially increasing compliance requirements. Investors are also watching whether very large AI capital expenditures generate sufficient revenue and cash flow to justify the spending. U.K. regulation article
• Negative Sentiment: Broader AI-stock weakness: A selloff across AI-related equities and concerns about financing, power availability and uncertain returns are weighing on large technology stocks, including Microsoft. The company’s elevated valuation leaves less room for disappointment if Azure growth or earnings guidance falls short.

Analyst Ratings Changes

MSFT has been the subject of several research analyst reports. Guggenheim reiterated a “buy” rating and issued a $586.00 price objective on shares of Microsoft in a report on Monday, July 27th. Truist Financial reissued a “buy” rating and set a $575.00 target price on shares of Microsoft in a research note on Wednesday, July 22nd. Jefferies Financial Group upped their target price on Microsoft from $575.00 to $650.00 and gave the company a “buy” rating in a report on Wednesday, October 14th. Wolfe Research lowered Microsoft from an “outperform” rating to a “hold” rating in a research note on Wednesday, September 23rd. Finally, Benchmark reiterated a “buy” rating on shares of Microsoft in a report on Friday, July 24th. Forty-three investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $592.15.

Microsoft Stock Performance

Microsoft stock opened at $531.87 on Wednesday. The stock’s 50 day simple moving average is $506.64 and its two-hundred day simple moving average is $443.46. 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 stock has a market cap of $3.95 trillion, a price-to-earnings ratio of 29.61, a PEG ratio of 1.71 and a beta of 1.10. 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 earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts’ consensus estimates of $4.24 by $0.50. Microsoft had a return on equity of 31.98% and a net margin of 40.31%. The firm had revenue of $90.01 billion for the quarter, compared to the consensus estimate of $87.62 billion. During the same quarter in the prior year, the business earned $3.65 EPS. The business’s revenue for the quarter was up 17.7% on a year-over-year basis. As a group, analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be given a dividend of $0.98 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 19th. Microsoft’s dividend payout ratio is presently 20.27%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Amy Hood sold 7,305 shares of the stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total value of $3,984,293.10. Following the completion of the transaction, the executive vice president owned 555,396 shares in the company, valued at approximately $302,924,086.32. This represents a 1.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the firm’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This represents a 15.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 150,314 shares of company stock valued at $75,404,992. Company insiders own 0.03% of the company’s stock.

Microsoft Company Profile

Microsoft Corporation (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices and digital platforms. Its products and services are used by consumers, businesses, governments and educational institutions worldwide.

The company’s principal offerings include the Windows operating system; Microsoft 365 productivity applications such as Word, Excel, Teams and Outlook; Azure cloud computing and infrastructure services; Dynamics business applications; and enterprise security solutions.