LFG Wealth Partners LLC Has $9.49 Million Stake in Microsoft Corporation $MSFT

LFG Wealth Partners LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 30.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 25,640 shares of the software giant’s stock after purchasing an additional 5,940 shares during the period. Microsoft makes up approximately 5.7% of LFG Wealth Partners LLC’s portfolio, making the stock its 2nd biggest holding. LFG Wealth Partners LLC’s holdings in Microsoft were worth $9,491,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank bought a new stake in shares of Microsoft during the 4th quarter worth $50,664,631,000. Auto Owners Insurance Co increased its stake in Microsoft by 56,160.8% in the fourth quarter. Auto Owners Insurance Co now owns 60,116,384 shares of the software giant’s stock valued at $29,073,486,000 after acquiring an additional 60,009,531 shares during the last quarter. Nuveen LLC bought a new position in Microsoft in the first quarter valued at $18,733,827,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Microsoft by 500.0% during the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 59,543,261 shares of the software giant’s stock valued at $30,840,432,000 after purchasing an additional 49,618,571 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the completion of the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Judson Althoff sold 15,500 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the transaction, the chief executive officer owned 110,477 shares of the company’s stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,310 shares of company stock valued at $17,256,219 over the last 90 days. Company insiders own 0.03% of the company’s stock.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s Azure business reportedly surpassed $100 billion in annual revenue, reinforcing confidence that AI demand is translating into substantial cloud growth. The company’s strong recent earnings, rising Microsoft 365 seat count and increasing adoption of premium E7 and Copilot offerings provide additional long-term growth support. Azure revenue article Microsoft 365 seats article
• Positive Sentiment: William Blair reaffirmed a Buy rating, citing early AI monetization and a constructive long-term risk-reward profile. Other coverage highlighted Microsoft’s ability to generate cash while investing heavily in AI infrastructure, distinguishing it from some competitors. Microsoft Buy rating article
• Positive Sentiment: Microsoft is developing its Maia 300 AI accelerator, potentially reducing dependence on Nvidia processors and improving supply flexibility and infrastructure economics over time. Maia 300 chip article
• Neutral Sentiment: A partnership with Plug Power tested hydrogen fuel-cell backup power for Microsoft data centers. The trial could support data-center resilience, but Plug’s CEO said it does not represent a strategic pivot or an immediate material change for Microsoft. Plug Power and Microsoft article
• Negative Sentiment: A Guardian investigation raised questions about a possible shortfall in advanced AI chips installed across Microsoft’s facilities relative to its stated data-center expansion plans. Reports cited a potential gap of roughly 2.2 million chips, fueling concerns about deployment timing, capacity and near-term AI revenue growth. Microsoft chip capacity article
• Negative Sentiment: Morgan Stanley warned that heavy AI capital expenditure and rising debt-related obligations could pressure hyperscaler credit quality. Although Microsoft has a strong balance sheet, the warning increases scrutiny of whether massive infrastructure spending will generate adequate returns. Morgan Stanley hyperscaler warning

Microsoft Trading Down 3.0%

Shares of MSFT stock opened at $480.35 on Tuesday. The business has a 50-day moving average of $412.64 and a 200 day moving average of $408.06. 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 stock has a market capitalization of $3.57 trillion, a PE ratio of 26.75, a P/E/G ratio of 1.59 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last announced 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. Microsoft had a return on equity of 31.98% and a net margin of 40.31%.The business had revenue of $90.01 billion for the quarter, compared to analysts’ expectations of $87.62 billion. During the same period in the previous year, the firm earned $3.65 EPS. The business’s quarterly revenue was up 17.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s payout ratio is 20.27%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on MSFT. China Renaissance reduced their price objective on Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Tigress Financial upped their target price on Microsoft from $680.00 to $690.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Arete Research increased their price target on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Guggenheim reissued a “buy” rating and set a $586.00 price target on shares of Microsoft in a research note on Monday, July 27th. Finally, UBS Group set a $525.00 price objective on shares of Microsoft in a research note on Thursday, July 30th. Forty-two investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $560.27.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).