Microsoft Corporation $MSFT Shares Newly Bought by Rose Capital Advisors LLC

Rose Capital Advisors LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 9,253 shares of the software giant’s stock, valued at approximately $3,451,000. Microsoft makes up about 1.7% of Rose Capital Advisors LLC’s investment portfolio, making the stock its 14th largest position.

Several other hedge funds also recently made changes to their positions in the business. Bank of America Corp DE acquired a new position in Microsoft in the second quarter worth approximately $27,338,370,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of 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 acquiring an additional 543,172 shares during the last quarter. Legal & General Group Plc acquired a new stake in shares of Microsoft during the 2nd quarter valued at $18,306,443,000. Amundi lifted its position in shares of Microsoft by 30.8% during the 1st quarter. Amundi now owns 41,675,076 shares of the software giant’s stock valued at $15,426,862,000 after acquiring an additional 9,814,598 shares during the last quarter. 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 worth $10,852,884,000 after acquiring an additional 2,784,809 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, EVP Amy Hood sold 7,305 shares of Microsoft stock in a transaction dated Tuesday, October 13th. The stock was sold at an average price of $545.42, for a total transaction of $3,984,293.10. Following the transaction, the executive vice president owned 555,396 shares of the company’s stock, valued at $302,924,086.32. The trade was a 1.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Takeshi Numoto sold 4,810 shares of the company’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 completion of the transaction, the executive vice president owned 42,677 shares in the company, valued at $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 150,314 shares of company stock valued at $75,404,992. 0.03% of the stock is owned by insiders.

Microsoft Price Performance

MSFT opened at $521.91 on Friday. The firm has a market capitalization of $3.88 trillion, a P/E ratio of 27.24, a PEG ratio of 1.66 and a beta of 1.10. The stock has a fifty day moving average of $512.91 and a 200-day moving average of $438.43. The company has a quick ratio of 1.22, a current ratio of 1.22 and a debt-to-equity ratio of 0.07. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $551.15.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, beating analysts’ consensus estimates of $4.72 by $0.17. The business had revenue of $92.28 billion for the quarter, compared to the consensus estimate of $90.62 billion. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. Microsoft’s revenue for the quarter was up 18.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.13 earnings per share. Equities analysts forecast that Microsoft Corporation will post 19.71 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be given a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, November 19th. This is a boost from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s dividend payout ratio is 20.46%.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. BNP Paribas Exane cut Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Piper Sandler reaffirmed an “overweight” rating and set a $650.00 target price (up from $610.00) on shares of Microsoft in a research report on Thursday. Guggenheim increased their price target on Microsoft from $586.00 to $595.00 and gave the company a “buy” rating in a research report on Thursday. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Microsoft in a research report on Monday, September 28th. Finally, DA Davidson lifted their price target on Microsoft from $550.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, forty-five have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $609.54.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft delivered a strong fiscal first quarter, with revenue of $92.28 billion and EPS of $4.89, both above expectations. Azure revenue surged 48%, while Microsoft Cloud revenue rose 30%, reinforcing the view that AI demand is translating into meaningful cloud growth. Microsoft Earnings Expose a Growing Divide in the Magnificent 7 AI Trade
• Positive Sentiment: Management issued second-quarter revenue guidance of $96.0 billion to $97.1 billion, above the $95.7 billion consensus estimate. Analysts responded with multiple price-target increases, including targets of $630 to $680, and Wolfe Research upgraded the stock to “strong buy.”
• Positive Sentiment: Microsoft’s strong cash generation and diversified enterprise business continue to distinguish it from rivals facing sharper cash-flow concerns. Analysts argue that Azure, Copilot, AI agents and Microsoft’s security products provide several ways to monetize AI. The expanded Estée Lauder partnership, which will extend Copilot to more than 14,000 employees, offers another example of enterprise adoption. Estée Lauder and Microsoft Strategic Partnership
• Neutral Sentiment: Microsoft’s voluntary exit offer for approximately 60,000 employees may improve productivity and redirect resources toward AI, but it also highlights a significant restructuring as the company shifts toward more automated, equipment-intensive operations. Microsoft’s 60,000-Person Buyout Offer
• Negative Sentiment: Investors remain concerned about Microsoft’s capital intensity. The company plans roughly $170 billion of AI-related capital spending, while also arranging a $25 billion bond sale—the first major U.S. debt offering since 2017—to fund its buildout. Rising borrowing costs increase scrutiny of future AI returns. Microsoft Plans to Raise $25 Billion in Debt
• Negative Sentiment: Quarterly capital spending was below analyst expectations because third-party AI-chip and data-center capacity was delayed, pushing some capacity into the first half of 2027. While management described this as a supply issue rather than weaker demand, the miss hurt AI infrastructure suppliers and revived concerns about the pace of expansion.
• Negative Sentiment: Microsoft’s cloud gross margin is reportedly narrowing as chip, power, data-center and labor costs rise. With the Nasdaq 100 down sharply during October amid fears of an AI spending bubble, investors are demanding proof that Microsoft’s large backlog will convert into profitable cash flow—not merely future revenue.

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.