Darwin Wealth Management LLC acquired a new stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 11,859 shares of the software giant’s stock, valued at approximately $5,103,000. Microsoft comprises about 1.4% of Darwin Wealth Management LLC’s investment portfolio, making the stock its 21st biggest position. A number of other institutional investors and hedge funds have also bought and sold shares of the company. First National Bank Sioux Falls grew its holdings in Microsoft by 0.4% during the 2nd quarter. First National Bank Sioux Falls now owns 6,340 shares of the software giant’s stock worth $2,834,000 after acquiring an additional 24 shares in the last quarter. BCK Partners Inc. increased its holdings in Microsoft by 1.8% in the third quarter. BCK Partners Inc. now owns 1,353 shares of the software giant’s stock valued at $582,000 after buying an additional 24 shares during the last quarter. Massachusetts Wealth Management raised its stake in Microsoft by 0.3% in the second quarter. Massachusetts Wealth Management now owns 9,640 shares of the software giant’s stock valued at $4,309,000 after buying an additional 25 shares in the last quarter. Deseret Mutual Benefit Administrators raised its position in shares of Microsoft by 0.8% during the 2nd quarter. Deseret Mutual Benefit Administrators now owns 3,255 shares of the software giant’s stock worth $1,455,000 after acquiring an additional 25 shares in the last quarter. Finally, Conscious Wealth Investments LLC lifted its position in shares of Microsoft by 0.4% during the 2nd quarter. Conscious Wealth Investments LLC now owns 6,986 shares of the software giant’s stock worth $3,108,000 after buying an additional 25 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors. Analyst Ratings Changes Several research firms have recently weighed in on MSFT. TD Cowen reduced their target price on Microsoft from $495.00 to $475.00 and set a “buy” rating for the company in a report on Thursday, October 31st. Morgan Stanley dropped their target price on Microsoft from $548.00 to $540.00 and set an “overweight” rating on the stock in a report on Wednesday, January 22nd. Mizuho increased their price target on Microsoft from $480.00 to $510.00 and gave the stock an “outperform” rating in a report on Friday, December 13th. Wells Fargo & Company reissued a “buy” rating on shares of Microsoft in a research note on Friday, October 18th. Finally, BMO Capital Markets cut their price target on shares of Microsoft from $500.00 to $495.00 and set an “outperform” rating for the company in a report on Thursday, October 31st. Three equities research analysts have rated the stock with a hold rating, twenty-seven have given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $512.66. Get Our Latest Stock Report on MSFT Insider Buying and Selling at Microsoft In other Microsoft news, EVP Christopher David Young sold 7,200 shares of the company’s stock in a transaction that occurred on Tuesday, November 12th. The shares were sold at an average price of $423.66, for a total value of $3,050,352.00. Following the transaction, the executive vice president now owns 103,366 shares in the company, valued at approximately $43,792,039.56. This represents a 6.51 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Judson Althoff sold 25,000 shares of the firm’s stock in a transaction on Friday, November 22nd. The shares were sold at an average price of $417.00, for a total transaction of $10,425,000.00. Following the transaction, the executive vice president now owns 117,294 shares in the company, valued at $48,911,598. This represents a 17.57 % decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 41,200 shares of company stock valued at $17,383,892. 0.03% of the stock is owned by insiders. Microsoft Trading Down 2.1 % NASDAQ MSFT opened at $434.56 on Tuesday. Microsoft Co. has a 52 week low of $385.58 and a 52 week high of $468.35. The stock has a market cap of $3.23 trillion, a P/E ratio of 35.85, a PEG ratio of 2.40 and a beta of 0.90. The company has a current ratio of 1.30, a quick ratio of 1.29 and a debt-to-equity ratio of 0.15. The company’s fifty day simple moving average is $431.05 and its 200-day simple moving average is $425.30. Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, October 30th. The software giant reported $3.30 earnings per share for the quarter, beating the consensus estimate of $3.10 by $0.20. The firm had revenue of $65.59 billion during the quarter, compared to analyst estimates of $64.57 billion. Microsoft had a net margin of 35.61% and a return on equity of 34.56%. The firm’s revenue for the quarter was up 16.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.99 earnings per share. Equities research analysts predict that Microsoft Co. will post 12.9 EPS for the current fiscal year. Microsoft Dividend Announcement The company also recently declared a quarterly dividend, which will be paid on Thursday, March 13th. Shareholders of record on Thursday, February 20th will be paid a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a yield of 0.76%. The ex-dividend date is Thursday, February 20th. Microsoft’s payout ratio is currently 27.39%. About Microsoft (Free Report) Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.
Cornerstone Advisors LLC boosted its position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 345,300 shares of the software giant’s stock after acquiring an additional 6,500 shares during the period. Microsoft accounts for 5.9% of Cornerstone Advisors LLC’s holdings, making the stock its 2nd biggest position. Cornerstone Advisors LLC’s holdings in Microsoft were worth $148,583,000 at the end of the most recent quarter. Several other institutional investors also recently bought and sold shares of MSFT. International Assets Investment Management LLC grew its stake in shares of Microsoft by 48,526.1% during the third quarter. International Assets Investment Management LLC now owns 38,501,645 shares of the software giant’s stock worth $16,567,258,000 after acquiring an additional 38,422,466 shares during the last quarter. Wulff Hansen & CO. boosted its stake in Microsoft by 47,196.6% in the 2nd quarter. Wulff Hansen & CO. now owns 4,834,658 shares of the software giant’s stock worth $2,160,850,000 after purchasing an additional 4,824,436 shares in the last quarter. Assenagon Asset Management S.A. grew its position in Microsoft by 67.5% during the 3rd quarter. Assenagon Asset Management S.A. now owns 5,963,863 shares of the software giant’s stock worth $2,566,250,000 after purchasing an additional 2,404,348 shares during the last quarter. Baillie Gifford & Co. increased its stake in Microsoft by 46.1% during the 3rd quarter. Baillie Gifford & Co. now owns 7,048,244 shares of the software giant’s stock valued at $3,032,859,000 after purchasing an additional 2,222,483 shares in the last quarter. Finally, AustralianSuper Pty Ltd raised its holdings in shares of Microsoft by 56.9% in the third quarter. AustralianSuper Pty Ltd now owns 5,344,566 shares of the software giant’s stock worth $2,299,767,000 after buying an additional 1,938,304 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds. Insider Transactions at Microsoft In other news, EVP Christopher David Young sold 7,200 shares of the firm’s stock in a transaction that occurred on Tuesday, November 12th. The shares were sold at an average price of $423.66, for a total transaction of $3,050,352.00. Following the completion of the sale, the executive vice president now owns 103,366 shares in the company, valued at $43,792,039.56. This trade represents a 6.51 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CMO Takeshi Numoto sold 1,000 shares of Microsoft stock in a transaction that occurred on Friday, November 22nd. The shares were sold at an average price of $414.72, for a total transaction of $414,720.00. Following the sale, the chief marketing officer now directly owns 57,511 shares in the company, valued at approximately $23,850,961.92. The trade was a 1.71 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 41,200 shares of company stock worth $17,383,892 in the last ninety days. Insiders own 0.03% of the company’s stock. Microsoft Stock Performance Shares of NASDAQ:MSFT opened at $434.56 on Tuesday. The business’s 50 day moving average price is $431.05 and its 200-day moving average price is $425.30. Microsoft Co. has a 1 year low of $385.58 and a 1 year high of $468.35. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.30 and a quick ratio of 1.29. The firm has a market capitalization of $3.23 trillion, a PE ratio of 35.85, a P/E/G ratio of 2.40 and a beta of 0.90. Microsoft (NASDAQ:MSFT – Get Free Report) last released its earnings results on Wednesday, October 30th. The software giant reported $3.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.10 by $0.20. The business had revenue of $65.59 billion during the quarter, compared to analyst estimates of $64.57 billion. Microsoft had a net margin of 35.61% and a return on equity of 34.56%. The company’s revenue for the quarter was up 16.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.99 earnings per share. As a group, equities research analysts expect that Microsoft Co. will post 12.9 earnings per share for the current fiscal year. Microsoft Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 13th. Shareholders of record on Thursday, February 20th will be issued a $0.83 dividend. The ex-dividend date of this dividend is Thursday, February 20th. This represents a $3.32 dividend on an annualized basis and a yield of 0.76%. Microsoft’s payout ratio is 27.39%. Analyst Ratings Changes A number of equities research analysts have recently weighed in on the stock. Royal Bank of Canada reissued an “outperform” rating and set a $500.00 price objective on shares of Microsoft in a report on Tuesday, November 5th. Wells Fargo & Company reissued a “buy” rating on shares of Microsoft in a report on Friday, October 18th. StockNews.com raised Microsoft from a “hold” rating to a “buy” rating in a report on Wednesday, January 22nd. BMO Capital Markets cut their price target on shares of Microsoft from $500.00 to $495.00 and set an “outperform” rating on the stock in a report on Thursday, October 31st. Finally, Guggenheim restated a “neutral” rating on shares of Microsoft in a research note on Friday. Three equities research analysts have rated the stock with a hold rating, twenty-seven have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, Microsoft presently has an average rating of “Moderate Buy” and an average target price of $512.66. Read Our Latest Stock Report on MSFT Microsoft Company Profile (Free Report) Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.
US president says he would like to see a bidding war over app, owned by China's ByteDance, that has been focus of national security concerns
“I would say, yes,” Trump told reporters aboard Air Force One when asked if the software giant was bidding to buy TikTok from its Chinese parent company ByteDance.
Microsoft Corp. is in talks to acquire the US arm of ByteDance Ltd.'s TikTok, according to President Donald Trump, who confirmed the discussions Monday night while speaking aboard Air Force One.
U.S. President Donald Trump told reporters on Monday that Microsoft is in talks to acquire TikTok and that he would like to see a bidding war over the app.
Scheduled to release their quarterly results on Wednesday, January 29, here's a look at which stock may be the better choice between Meta Platforms (META) and Microsoft (MSFT).
Microsoft Corporation's AI advantage is slipping, with competitors like DeepSeek developing more efficient models, threatening Microsoft's cloud division and OpenAI deal. Microsoft's heavy CapEx spending on OpenAI and Azure is a concern, especially as AI models become commoditized and margins compress. Despite some growth, Microsoft's valuation is high, with a forward P/E ratio above the sector median, suggesting potential downside.
America's AI industry was left reeling over the weekend after a small Chinese company called DeepSeek released an updated version of its chatbot last week, which appears to outperform even the most recent version of ChatGPT.
The Nasdaq Composite (IXIC) is down over 500 points at last glance, after the success of China-based artificial intelligence (AI) startup DeepSeek, which is making waves due to its cost-effectiveness.
Microsoft's fiscal Q2 results are expected to reflect steady growth in its Azure cloud platform, driven by Azure AI and Copilot offerings.
Microsoft's underperformance is attributed to high capital investments, reliance on OpenAI, and concerns over the Copilot stack and seat-based model. Despite these concerns, Azure's market share growth and Copilot's adoption by 70% of Fortune 500 companies indicate strong future potential. Microsoft's recent financial performance shows resilience, with significant growth in Azure, Office, Dynamics, and other critical parts of the business.