Microsoft Corporation $MSFT Shares Acquired by Marathon Wealth Advisors LLC

Marathon Wealth Advisors LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,552 shares of the software giant’s stock after buying an additional 1,081 shares during the period. Microsoft accounts for about 3.4% of Marathon Wealth Advisors LLC’s investment portfolio, making the stock its 9th largest position. Marathon Wealth Advisors LLC’s holdings in Microsoft were worth $9,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. U S Wealth Group LLC. boosted its position in Microsoft by 39.3% in the 2nd quarter. U S Wealth Group LLC. now owns 15,220 shares of the software giant’s stock valued at $5,677,000 after buying an additional 4,292 shares during the period. Rench Wealth Management Inc. increased its position in shares of Microsoft by 0.6% during the second quarter. Rench Wealth Management Inc. now owns 47,939 shares of the software giant’s stock worth $17,882,000 after acquiring an additional 265 shares during the period. Bouchey Financial Group Ltd. raised its stake in shares of Microsoft by 480.1% during the second quarter. Bouchey Financial Group Ltd. now owns 82,867 shares of the software giant’s stock valued at $30,911,000 after acquiring an additional 68,582 shares in the last quarter. Miramontes Capital LLC raised its stake in shares of Microsoft by 3.6% during the second quarter. Miramontes Capital LLC now owns 17,358 shares of the software giant’s stock valued at $6,475,000 after acquiring an additional 600 shares in the last quarter. Finally, Core Capital Management & Research inc. purchased a new stake in shares of Microsoft in the second quarter valued at approximately $1,735,000. 71.13% of the stock is owned by institutional investors.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Cloud and AI results supported the rally. Microsoft’s fiscal first-quarter revenue rose 19% year over year to $92.28 billion, beating estimates, while Azure growth accelerated and AI adoption continued to expand. Reports also highlighted a $677 billion commercial backlog as evidence of future demand. Article: MSFT Q1 Earnings Call Highlights Azure Growth and AI Spending
• Positive Sentiment: Broader market strength lifted mega-cap technology shares. Microsoft joined a post-election rebound as investors rotated back into AI leaders; the company also reached a record high during the session. Article: Microsoft Stock Hits Record High as Midterm Results Boost AI Infrastructure Bets
• Positive Sentiment: New analytics tools target AI-assisted shopping. Microsoft added features to Clarity that help merchants track how AI agents interact with websites and apps, extending the company’s offerings for businesses adopting agentic AI. Article: Microsoft Clarity Helps Merchants Welcome AI Shopping Agents
• Neutral Sentiment: Microsoft disclosed a $25 billion senior-notes offering. The debt issuance provides financing flexibility, but also adds borrowing and interest obligations. Article: Microsoft Announces $25 Billion Senior Notes Offering
• Negative Sentiment: AI investment remains a key risk. Analysts and commentary flagged substantial infrastructure spending, possible pressure on free cash flow and margins, and political calls for tighter data-center rules that could constrain future expansion. Article: Microsoft: Don’t Get Too Excited About Its Positive FCF

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Truist Financial reissued a “buy” rating and set a $630.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, October 29th. Oppenheimer upped their price objective on shares of Microsoft from $570.00 to $625.00 and gave the stock an “outperform” rating in a research note on Monday, October 26th. KeyCorp set a $625.00 target price on shares of Microsoft in a research report on Thursday, October 29th. Argus reduced their price target on shares of Microsoft from $620.00 to $510.00 and set a “buy” rating for the company in a report on Friday, July 10th. Finally, Citizens Jmp boosted their price target on shares of Microsoft from $550.00 to $625.00 and gave the company a “market outperform” rating in a report on Thursday, October 29th. One analyst has rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $609.54.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the business’s stock in a transaction on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at $244,092,173.98. The trade was a 15.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Amy Hood sold 7,305 shares of the company’s stock in a transaction dated Tuesday, October 13th. The shares were sold at an average price of $545.42, for a total value of $3,984,293.10. Following the transaction, the executive vice president directly owned 555,396 shares in the company, valued at $302,924,086.32. This represents a 1.30% 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. In the last quarter, insiders have sold 135,504 shares of company stock valued at $68,138,024. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Up 6.7%

NASDAQ:MSFT opened at $555.80 on Thursday. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $559.15. The stock has a market capitalization of $4.13 trillion, a P/E ratio of 29.01, a P/E/G ratio of 1.54 and a beta of 1.05. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.21 and a current ratio of 1.22. The company’s 50-day simple moving average is $515.34 and its 200-day simple moving average is $439.42.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, topping the consensus estimate of $4.72 by $0.17. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. The firm had revenue of $92.28 billion during the quarter, compared to analyst estimates of $90.62 billion. During the same quarter in the previous year, the business posted $4.13 EPS. Microsoft’s revenue was up 18.8% on a year-over-year basis. On average, equities analysts anticipate that Microsoft Corporation will post 19.86 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be issued a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio (DPR) is currently 19.00%.

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.