SPX Gestao de Recursos Ltda Makes New Investment in Microsoft Corporation $MSFT

SPX Gestao de Recursos Ltda acquired a new position in Microsoft Corporation (NASDAQ:MSFT) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 64,457 shares of the software giant’s stock, valued at approximately $24,044,000. Microsoft makes up 2.4% of SPX Gestao de Recursos Ltda’s investment portfolio, making the stock its 13th largest position.

A number of other institutional investors also recently bought and sold shares of MSFT. Frankly Finances LLC bought a new stake in Microsoft during the 2nd quarter worth approximately $35,000. Fiduciary Advisors Inc. lifted its holdings in Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant’s stock valued at $47,000 after purchasing an additional 34 shares in the last quarter. Glynn Capital Management LLC lifted its holdings in Microsoft by 34.2% during the second quarter. Glynn Capital Management LLC now owns 255 shares of the software giant’s stock valued at $95,000 after purchasing an additional 65 shares in the last quarter. Ramsey Quantitative Systems bought a new position in shares of Microsoft in the second quarter worth approximately $112,000. Finally, Midwest Capital Advisors LLC boosted its position in shares of Microsoft by 16.6% in the first quarter. Midwest Capital Advisors LLC now owns 422 shares of the software giant’s stock worth $156,000 after purchasing an additional 60 shares during the period. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on MSFT shares. Oppenheimer increased their price objective on shares of Microsoft from $515.00 to $570.00 and gave the stock an “outperform” rating in a research note on Tuesday, September 22nd. CLSA restated an “outperform” rating on shares of Microsoft in a research note on Thursday, July 30th. Mizuho upped their target price on shares of Microsoft from $510.00 to $600.00 and gave the stock an “outperform” rating in a report on Thursday, October 15th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Microsoft in a research note on Monday, September 28th. Finally, Scotiabank raised their price target on Microsoft from $510.00 to $615.00 and gave the company an “outperform” rating in a report on Monday, October 5th. Forty-three research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and an average target price of $592.15.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 86,525 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly owned 486,763 shares of the company’s stock, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $302,924,086.32. The trade was 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. Over the last ninety days, insiders sold 150,314 shares of company stock valued at $75,404,992. 0.03% of the stock is owned by company insiders.

Trending Headlines about Microsoft

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

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $521.08 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. The firm has a fifty day moving average price of $507.93 and a 200 day moving average price of $445.62. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The firm has a market cap of $3.87 trillion, a price-to-earnings ratio of 29.01, a P/E/G ratio of 1.71 and a beta of 1.10.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analysts’ expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft’s quarterly revenue was up 17.7% on a year-over-year basis. During the same period last year, the company posted $3.65 earnings per share. As a group, sell-side analysts expect that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. The ex-dividend date is Thursday, November 19th. This is a positive change from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s dividend payout ratio (DPR) is 20.27%.

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.