Turner Financial Group Inc. Makes New Investment in Microsoft Corporation $MSFT

Turner Financial Group Inc. purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) during the second quarter, Holdings Channel reports. The firm purchased 3,438 shares of the software giant’s stock, valued at approximately $1,282,000. Microsoft accounts for approximately 1.3% of Turner Financial Group Inc.’s investment portfolio, making the stock its 15th largest holding.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bank of America Corp DE bought a new stake in shares of Microsoft in the 2nd quarter worth approximately $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in Microsoft by 0.9% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 64,375,360 shares of the software giant’s stock valued at $24,013,297,000 after purchasing an additional 543,172 shares during the period. Legal & General Group Plc purchased a new position in Microsoft during the 2nd quarter valued at $18,306,443,000. Amundi lifted its position in shares of Microsoft by 30.8% in the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock worth $15,426,862,000 after purchasing an additional 9,814,598 shares during the period. Finally, Dimensional Fund Advisors LP boosted its stake in shares of Microsoft by 10.5% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,323,744 shares of the software giant’s stock valued at $10,852,884,000 after purchasing an additional 2,784,809 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on MSFT shares. Royal Bank Of Canada reiterated an “outperform” rating and set a $640.00 price target on shares of Microsoft in a research report on Thursday. Melius Research upgraded shares of Microsoft from a “hold” rating to a “buy” rating and set a $665.00 price objective for the company in a report on Monday, October 5th. Yorkville Ives began coverage on Microsoft in a research report on Monday, October 5th. They set an “outperform” rating and a $615.00 price objective on the stock. CLSA reaffirmed an “outperform” rating on shares of Microsoft in a research report on Thursday, July 30th. Finally, Jefferies Financial Group upped their target price on Microsoft from $575.00 to $650.00 and gave the stock a “buy” rating in a report on Wednesday, October 14th. Forty-five research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $609.54.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the company’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the sale, the executive vice president directly owned 42,677 shares in the company, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The sale 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 on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the transaction, the chief executive officer owned 100,447 shares in the company, valued at $49,007,086.83. This trade represents a 9.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 150,314 shares of company stock worth $75,404,992. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Down 0.2%

NASDAQ:MSFT opened at $530.14 on Friday. The firm has a market cap of $3.94 trillion, a P/E ratio of 27.67, a P/E/G ratio of 1.67 and a beta of 1.10. The firm has a 50-day simple moving average of $512.10 and a two-hundred day simple moving average of $438.21. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $551.15. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, topping the consensus estimate of $4.72 by $0.17. Microsoft had a return on equity of 32.31% and a net margin of 41.17%. The firm had revenue of $92.28 billion during the quarter, compared to analysts’ expectations of $90.62 billion. During the same quarter in the previous year, the business earned $4.13 earnings per share. The company’s revenue was up 18.8% on a year-over-year basis. Analysts predict that Microsoft Corporation will post 19.66 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared 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 of this dividend is Thursday, November 19th. This represents a $3.92 dividend on an annualized basis and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s payout ratio is presently 20.27%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reported fiscal Q1 revenue of $92.28 billion and adjusted earnings of $4.89 per share, exceeding analyst estimates. Revenue grew 18.8% year over year, while Azure revenue surged 48% to approximately $33.2 billion, reinforcing the company’s position as a leading beneficiary of enterprise AI adoption. Microsoft beats quarterly cloud revenue estimates
• Positive Sentiment: Strong cloud growth, a $677 billion commercial backlog and expanding Copilot and AI-agent adoption have prompted several analysts to raise their price targets, including Citigroup’s $680 target and RBC’s $640 target. Microsoft stock slips despite strong Azure growth
• Positive Sentiment: Microsoft generated approximately $18.6 billion in free cash flow, giving it substantially more flexibility than some rivals to fund AI investments without relying exclusively on debt. Analysts argue that the spending should be judged against the company’s cash generation and monetization potential. Microsoft Q1 capex and free cash flow
• Positive Sentiment: Microsoft is broadening Copilot distribution through education and finance-workflow integrations, while its AI-agent governance tools are attracting interest from major developers. These moves support the case for multiple long-term AI revenue streams. Microsoft expands Copilot in education
• Neutral Sentiment: Microsoft plans to issue as much as $25 billion in bonds, its first major U.S. bond sale since 2017, to support data-center and AI investment. Strong demand for the offering highlights investor confidence, but the borrowing also focuses attention on the scale of future capital requirements. Microsoft expects to raise $25 billion in bond sale
• Negative Sentiment: Capital expenditures came in below expectations, and Microsoft reduced its forecast to roughly $170 billion from $175 billion. Management attributed the shortfall to third-party chip and data-center capacity delays, but investors remain concerned that elevated spending may pressure returns and margins. AI buildout capex estimates
• Negative Sentiment: About $10 billion of quarterly revenue was tied to commercial arrangements with OpenAI, or nearly 11% of total revenue, increasing concentration and counterparty-risk concerns as the companies increasingly compete in AI services. Microsoft recorded $10 billion in revenue from OpenAI

Microsoft 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.