2,168 Shares of Microsoft Corporation $MSFT Purchased by Kahn Brothers Group Inc.

Kahn Brothers Group Inc. bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT) during the second quarter, Holdings Channel.com reports. The fund bought 2,168 shares of the software giant’s stock, valued at approximately $809,000.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Bank of America Corp DE acquired a new position in Microsoft during the second quarter worth approximately $27,338,370,000. Legal & General Group Plc purchased a new stake in Microsoft in the second quarter valued at approximately $18,306,443,000. Jupiter Topco LLC acquired a new stake in shares of Microsoft in the second quarter valued at approximately $6,928,664,000. Canada Pension Plan Investment Board acquired a new stake in shares of Microsoft in the second quarter valued at approximately $5,653,812,000. Finally, The Manufacturers Life Insurance Company acquired a new stake in shares of Microsoft in the second quarter valued at approximately $4,000,706,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

NASDAQ MSFT opened at $521.08 on Friday. The company has a market capitalization of $3.87 trillion, a P/E ratio of 29.01, a PEG ratio of 1.71 and a beta of 1.10. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $553.72. The business has a 50 day moving average price of $507.93 and a 200 day moving average price of $445.62.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The firm 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 revenue was up 17.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.65 EPS. Sell-side analysts expect that Microsoft Corporation will post 19.65 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. The ex-dividend date is Thursday, November 19th. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. Microsoft’s payout ratio is 20.27%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,810 shares of Microsoft stock in a transaction dated 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 directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. The trade was a 10.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Judson Althoff sold 10,000 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total value of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares of the company’s stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 150,314 shares of company stock worth $75,404,992 in the last three months. 0.03% of the stock is currently owned by insiders.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s AI diagnostic system reportedly diagnosed complex medical cases more than twice as often as generalist physicians in a simulation published in Science. The result supports the company’s ambitions in healthcare and “medical superintelligence.” Microsoft AI medical diagnostic study
• Positive Sentiment: Reports highlighted strong underlying cloud momentum: Azure annual revenue has surpassed $100 billion, cloud-services growth reached 43%, and Microsoft’s commercial backlog rose to approximately $678 billion. These trends could support the investment case if the company demonstrates continued acceleration in its upcoming earnings report. Microsoft cloud demand and backlog
• Positive Sentiment: CEO Satya Nadella said Microsoft is reorganizing around AI agents, broader model choice and lower-cost computing. The strategy could expand Copilot and Azure adoption across business workflows. Microsoft AI agent strategy
• Positive Sentiment: A strategic collaboration with Boehringer Ingelheim will pursue AI-backed clinical development and digital patient twins, providing another potential application for Microsoft’s cloud and AI platforms. Microsoft and Boehringer Ingelheim partnership
• Neutral Sentiment: Investors are focused on next week’s fiscal first-quarter earnings report. Analysts expect double-digit earnings growth, but the market increasingly wants evidence that Azure growth can keep pace with rivals and justify Microsoft’s substantial AI infrastructure investments. Microsoft earnings preview
• Negative Sentiment: Microsoft’s large AI capital expenditures remain a key valuation risk. While spending may create a long-term competitive moat, investors are concerned that data-center and infrastructure costs could pressure near-term returns, especially amid higher interest rates and market volatility. Microsoft AI spending and investment risk
• Negative Sentiment: Xbox announced pricing for cloud streaming of games users already own, prompting concerns about consumer reaction and pressure on Microsoft’s gaming business. Xbox cloud gaming pricing
• Negative Sentiment: Former CEO Bill Gates warned that AI could bring roughly two decades of disruption, reinforcing investor concerns about an AI investment bubble and the potential for expensive projects to produce uncertain returns. Bill Gates AI disruption comments

Analysts Set New Price Targets

A number of equities analysts have recently commented on MSFT shares. Morgan Stanley cut shares of Microsoft from an “overweight” rating to a “negative” rating in a report on Monday, October 5th. Sanford C. Bernstein upped their price target on shares of Microsoft from $660.00 to $662.00 and gave the company an “outperform” rating in a research report on Monday. Melius Research set a $665.00 price target on shares of Microsoft and gave the stock a “buy” rating in a research note on Monday, October 5th. Evercore raised shares of Microsoft from an “underperform” rating to an “outperform” rating in a research report on Monday, October 5th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Microsoft in a report on Thursday, September 10th. Forty-three analysts have rated the stock with a Buy rating, four have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $592.15.

About Microsoft

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.