Winthrop Advisory Group LLC Buys 1,684 Shares of Microsoft Corporation $MSFT

Winthrop Advisory Group LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 4.1% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 42,521 shares of the software giant’s stock after acquiring an additional 1,684 shares during the period. Microsoft comprises approximately 1.1% of Winthrop Advisory Group LLC’s portfolio, making the stock its 13th largest position. Winthrop Advisory Group LLC’s holdings in Microsoft were worth $15,861,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in MSFT. Vanguard Group Inc. raised its holdings in shares of Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after buying an additional 15,955,898 shares in the last quarter. State Street Corp boosted its stake in Microsoft by 2.1% in the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock worth $148,060,557,000 after buying an additional 6,388,930 shares in the last quarter. Geode Capital Management LLC boosted its stake in Microsoft by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock worth $88,056,019,000 after buying an additional 1,911,142 shares in the last quarter. Morgan Stanley grew its position in Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock valued at $58,624,690,000 after acquiring an additional 980,439 shares during the last quarter. Finally, Norges Bank bought a new position in Microsoft during the fourth quarter valued at approximately $50,664,631,000. Institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the sale, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 Takeshi Numoto sold 4,810 shares of the business’s 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 transaction, the executive vice president owned 42,677 shares in the company, valued at approximately $21,188,276.96. This represents a 10.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 101,335 shares of company stock worth $50,655,795. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Up 0.2%

Shares of Microsoft stock opened at $492.44 on Friday. 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 Corporation has a 52-week low of $349.20 and a 52-week high of $553.72. The stock has a market capitalization of $3.66 trillion, a price-to-earnings ratio of 27.42, a P/E/G ratio of 1.58 and a beta of 1.11. The company’s 50 day moving average price is $453.75 and its 200-day moving average price is $418.62.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating analysts’ consensus estimates of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm’s revenue was up 17.7% compared to the same quarter last year. During the same period in the prior year, the business posted $3.65 EPS. Equities research analysts forecast that Microsoft Corporation will post 19.59 EPS for the current year.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft reportedly plans to expand data-center capacity to approximately 38 gigawatts by 2032—more than triple its current footprint. The scale of the investment underscores management’s confidence in long-term Azure and AI demand, although the spending commitment also increases financial risk. Microsoft plans 38 gigawatts of data center capacity by 2032
• Positive Sentiment: Microsoft expanded its partnership with Talkdesk, allowing customers to buy contact-center AI software with existing Azure commitments through the Azure Marketplace. The arrangement could increase Azure consumption and make enterprise AI adoption easier. Talkdesk and Microsoft expand partnership
• Positive Sentiment: TrueFoundry’s AI Gateway is now available in the Microsoft Marketplace, adding another enterprise AI workload to Azure’s commercial ecosystem. Microsoft is also promoting enforceable privacy controls for schools using AI, which may support adoption in sensitive education markets. TrueFoundry AI Gateway availability
• Neutral Sentiment: Analysts and bullish commentary continue to point to Azure’s more-than-$100 billion annual revenue, rising Copilot adoption and Microsoft’s strong profitability as reasons the stock could outperform. However, the shares remain valued near 28 times earnings, leaving less room for disappointment. Microsoft bull case
• Negative Sentiment: Investors remain concerned that the AI infrastructure buildup will pressure free cash flow and returns on capital. A separate analysis downgraded Microsoft, arguing that the company’s capital-expenditure rotation does not support an optimistic outlook. Microsoft capital expenditure downgrade
• Negative Sentiment: Higher Treasury yields are weighing on expensive technology stocks, while Dynamics 365 Activate faces questions about slowing growth and softer bookings despite its effort to win Salesforce migrations. Microsoft also disclosed a record Patch Tuesday involving 974 vulnerabilities, including two exploited Windows zero-days, highlighting ongoing security and reputational risks. Microsoft Patch Tuesday vulnerabilities

Wall Street Analysts Forecast Growth

Several research analysts have commented on MSFT shares. CLSA reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Mizuho reduced their target price on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating on the stock in a report on Wednesday, July 15th. The Goldman Sachs Group reiterated a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research report on Thursday, July 30th. Citizens Jmp reissued a “market outperform” rating and issued a $550.00 price target on shares of Microsoft in a research note on Tuesday, July 28th. Finally, Oppenheimer reissued an “outperform” rating and issued a $515.00 price target on shares of Microsoft in a research note on Wednesday, July 22nd. Forty-two analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $564.27.

About Microsoft

Microsoft Corporation is a global technology company that develops software, cloud services, devices and digital solutions for consumers, businesses and public-sector organizations. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Teams collaboration software, Dynamics business applications and Azure cloud computing services.

The company also operates LinkedIn, GitHub and Xbox, which includes gaming consoles, video games and related online services.