Microsoft Corporation $MSFT Shares Newly Bought by True Freedom Investing LLC

by · The Markets Daily

True Freedom Investing LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 21,698 shares of the software giant’s stock, valued at approximately $8,032,000. Microsoft accounts for about 0.6% of True Freedom Investing LLC’s holdings, making the stock its 10th biggest position.

Other institutional investors and hedge funds have also modified their holdings of the company. Strategic Wealth Advisors LLC boosted its position in Microsoft by 1.7% in the 2nd quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant’s stock worth $549,000 after purchasing an additional 24 shares in the last quarter. Friedenthal Financial grew its stake in shares of Microsoft by 6.2% during the 1st quarter. Friedenthal Financial now owns 431 shares of the software giant’s stock worth $160,000 after purchasing an additional 25 shares during the period. Sequent Planning LLC grew its stake in shares of Microsoft by 0.7% during the 1st quarter. Sequent Planning LLC now owns 3,733 shares of the software giant’s stock worth $1,382,000 after purchasing an additional 25 shares during the period. Lee Johnson Capital Management LLC increased its holdings in shares of Microsoft by 3.8% during the 2nd quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant’s stock valued at $256,000 after purchasing an additional 25 shares in the last quarter. Finally, Riverpoint Wealth Management Holdings LLC increased its holdings in shares of Microsoft by 0.5% during the 1st quarter. Riverpoint Wealth Management Holdings LLC now owns 5,543 shares of the software giant’s stock valued at $2,052,000 after purchasing an additional 26 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total transaction of $2,388,068.80. Following the transaction, the executive vice president directly owned 42,677 shares of the company’s stock, valued at $21,188,276.96. This trade represents a 10.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Amy Hood sold 41,674 shares of the stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the transaction, the executive vice president directly owned 533,624 shares in the company, valued at approximately $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 150,314 shares of company stock valued at $75,404,992. Insiders own 0.03% of the company’s stock.

Key Microsoft News

Here are the key news stories impacting Microsoft this week:

  • Positive Sentiment: Analysts expect Microsoft to remain the only major hyperscaler with positive free cash flow over the next year despite heavy AI investment. This reinforces confidence that the company can fund data-center expansion without substantial external financing. Microsoft Free Cash Flow Expected to Remain Positive
  • Positive Sentiment: Microsoft signed a 20-year agreement with NiSource for approximately 1,100 megawatts of power for an Indiana data-center campus beginning in 2028. Securing electricity supports future Azure capacity as grid constraints become a bottleneck for AI expansion. Microsoft Signs Power Deal With NiSource
  • Positive Sentiment: Microsoft’s custom Maia AI chips and reports that a new model achieved comparable or better performance than OpenAI’s system using a fraction of the computing power could eventually reduce reliance on expensive third-party GPUs and improve AI economics. Microsoft Wants to Make AI Cheaper
  • Neutral Sentiment: Investors are focused on Azure growth, Copilot adoption, AI monetization and capital expenditures ahead of earnings. Strong demand could support the shares, but the market wants evidence that revenue growth is translating into sustainable margins.
  • Negative Sentiment: The U.K. Competition and Markets Authority is investigating Microsoft’s grip on business software and says Microsoft and Amazon Web Services may need to do more to address cloud-service barriers. Potential remedies could increase compliance costs or weaken customer-lock-in advantages. UK Regulator Targets Microsoft’s Business Software Grip
  • Negative Sentiment: Questions remain over whether custom chips will deliver meaningful savings: AI infrastructure, power and data-center commitments are rising rapidly, while Microsoft is reportedly seeking substantial cost reductions in Azure. That creates concern about near-term free-cash-flow and margin pressure.

Microsoft Stock Down 1.9%

Shares of MSFT opened at $529.05 on Friday. The firm has a market cap of $3.93 trillion, a P/E ratio of 29.46, a PEG ratio of 1.73 and a beta of 1.10. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $553.72. The stock’s 50 day moving average is $505.53 and its two-hundred day moving average is $440.59. The company has a current ratio of 1.23, a quick ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $87.62 billion. During the same period in the prior year, the company posted $3.65 EPS. The business’s quarterly revenue was up 17.7% on a year-over-year basis. Analysts predict that Microsoft Corporation will post 19.65 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a $0.98 dividend. This represents a $3.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. This is a boost from Microsoft’s previous quarterly dividend of $0.91. Microsoft’s payout ratio is presently 20.27%.

Analyst Upgrades and Downgrades

MSFT has been the subject of several analyst reports. Cantor Fitzgerald boosted their target price on shares of Microsoft from $522.00 to $608.00 and gave the company an “overweight” rating in a research note on Monday, September 21st. Citigroup raised their price target on shares of Microsoft from $600.00 to $636.00 and gave the company a “buy” rating in a research report on Thursday. Morgan Stanley lowered shares of Microsoft from an “overweight” rating to a “negative” rating in a research report on Monday, October 5th. UBS Group lifted their price objective on shares of Microsoft from $525.00 to $675.00 and gave the company a “buy” rating in a report on Thursday. Finally, BNP Paribas Exane cut shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Forty-two equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $589.71.

Read Our Latest Stock Report on Microsoft

About Microsoft

(Free Report)

Microsoft Corporation is a global technology company that develops software, cloud services, devices, gaming products and business solutions. Founded in 1975 by Bill Gates and Paul Allen, the company is best known for the Windows operating system and Microsoft Office productivity software. Microsoft is headquartered in Redmond, Washington, and serves consumers, businesses, governments and educational institutions worldwide.

Microsoft’s productivity and business offerings include Microsoft 365 applications such as Word, Excel, PowerPoint and Outlook, along with collaboration tools including Teams.

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