--- title: "Atlas Wealth LLC Purchases 32,417 Shares of Microsoft Corporation $MSFT" type: "News" locale: "en" url: "https://longbridge.com/en/news/294653020.md" description: "Atlas Wealth LLC increased its Microsoft (MSFT) position by 113.4% in Q1, acquiring 32,417 shares to hold 61,005 shares valued at $22.6 million. Other institutions like Vanguard and State Street also raised stakes. Meanwhile, Microsoft reported strong Q4 earnings driven by Azure and AI growth, beating estimates. However, executives Amy Coleman and Judson Althoff sold shares, and a securities class-action lawsuit deadline was announced." datetime: "2026-08-03T07:05:47.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294653020.md) - [en](https://longbridge.com/en/news/294653020.md) - [zh-HK](https://longbridge.com/zh-HK/news/294653020.md) --- # Atlas Wealth LLC Purchases 32,417 Shares of Microsoft Corporation $MSFT Atlas Wealth LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 113.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 61,005 shares of the software giant's stock after acquiring an additional 32,417 shares during the period. Microsoft comprises about 2.8% of Atlas Wealth LLC's portfolio, making the stock its 10th biggest position. Atlas Wealth LLC's holdings in Microsoft were worth $22,582,000 at the end of the most recent reporting period. - MarketBeat Week in Review – 07/27- 07/31 A number of other institutional investors and hedge funds have also bought and sold shares of MSFT. Vanguard Group Inc. grew its holdings in Microsoft by 2.3% during the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock worth $347,211,391,000 after acquiring an additional 15,955,898 shares during the last quarter. State Street Corp raised its stake in shares of Microsoft by 2.1% during the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock valued at $148,060,557,000 after acquiring an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Microsoft by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock valued at $88,056,019,000 after acquiring an additional 1,911,142 shares during the last quarter. Morgan Stanley lifted its holdings in shares of Microsoft by 0.8% during the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock worth $58,624,690,000 after purchasing an additional 980,439 shares during the period. Finally, Norges Bank acquired a new position in shares of Microsoft during the fourth quarter worth $50,664,631,000. Institutional investors and hedge funds own 71.13% of the company's stock. ## Microsoft News Summary Here are the key news stories impacting Microsoft this week: - Positive Sentiment: **Azure growth exceeded expectations.** Azure revenue increased 43% year over year, and annual Azure sales surpassed $100 billion for the first time. Management also guided to approximately 45% Azure growth in the next quarter, reinforcing confidence in Microsoft’s cloud and enterprise AI demand. Microsoft Shares Jump After Strong Outlook and Solid AI-Driven Growth - Positive Sentiment: **The earnings beat was substantial.** Microsoft reported quarterly revenue of $90.01 billion and adjusted EPS of $4.74, above analyst estimates of $87.62 billion and $4.24, respectively. Net income reportedly rose 31%, while revenue increased about 18% year over year. Microsoft Q4 Earnings Beat Estimates as Cloud and AI Drive Results - Positive Sentiment: **AI monetization and financial discipline eased investor concerns.** Microsoft 365 Copilot surpassed 30 million paid seats, its commercial remaining performance obligation reached $678 billion—up 84% year over year—and management held its capital-expenditure outlook broadly steady while emphasizing continued cash generation. Investors viewed this as a better balance between infrastructure investment and returns than some peers have demonstrated. Microsoft Eases AI Spending Concerns - Neutral Sentiment: Analysts largely reaffirmed bullish views, with several price-target increases, although estimates remain wide. Microsoft’s stock is now trading well above its 50-day and 200-day moving averages after a historic rally, raising the possibility of increased volatility or profit-taking. - Negative Sentiment: Microsoft continues to face risks from data-center power constraints, chip costs, regulatory scrutiny and the enormous scale of AI investment. A reported cloud-security flaw that could have exposed customers adds another operational concern. Cyber Firm Wiz Reports Microsoft Cloud Flaw - Negative Sentiment: Several law firms publicized a securities class-action lawsuit concerning investors who purchased Microsoft shares between May 1, 2025, and January 28, 2026, with an August 11 lead-plaintiff deadline. Such announcements may create reputational and legal overhang, although they have not offset the earnings-driven optimism. Microsoft Securities Class Action Deadline ## Insider Buying and Selling - Microsoft Just Flipped the AI Spending Narrative Overnight In other Microsoft news, EVP Amy Coleman sold 1,262 shares of Microsoft stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president directly owned 46,003 shares of the company's stock, valued at approximately $18,922,874.02. The trade was a 2.67% 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, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the transaction, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This represents a 12.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 23,762 shares of company stock valued at $10,508,361 over the last ninety days. 0.03% of the stock is owned by corporate insiders. ## Microsoft Price Performance Shares of NASDAQ:MSFT opened at $464.72 on Monday. Microsoft Corporation has a 1 year low of $349.20 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.07, a current ratio of 1.23 and a quick ratio of 1.22. The business's 50-day moving average is $397.99 and its 200-day moving average is $405.45. The company has a market capitalization of $3.45 trillion, a price-to-earnings ratio of 25.88, a P/E/G ratio of 1.48 and a beta of 1.10. - Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 29th. The software giant reported $4.74 earnings per share for the quarter, topping analysts' consensus estimates 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 previous year, the company posted $3.65 earnings per share. The firm's revenue for the quarter was up 17.7% on a year-over-year basis. Equities research analysts predict that Microsoft Corporation will post 19.53 earnings per share for the current year. ## Microsoft Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, August 20th. Microsoft's payout ratio is presently 20.27%. ## Analyst Ratings Changes A number of analysts recently weighed in on MSFT shares. Guggenheim restated a "buy" rating and issued a $586.00 price objective on shares of Microsoft in a report on Monday, July 27th. Stifel Nicolaus lifted their target price on Microsoft from $400.00 to $450.00 and gave the stock a "hold" rating in a report on Thursday. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research report on Thursday. Dbs Bank decreased their price target on Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Finally, UBS Group set a $525.00 price objective on Microsoft in a research report on Thursday. Forty-two research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and an average target price of $558.64. **Get Our Latest Research Report on MSFT** ## Microsoft Profile (Free Report) Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming. Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams). ## Further Reading - Five stocks we like better than Microsoft - 3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story - AbbVie Quietly Solved Its Biggest Problem—Now What? - Rio Tinto’s Results Make the Case for Looking Beyond Tech in the AI Trade - Strategy's Structural Strength: Hidden in a $8 Billion Illusion **Want to see what other hedge funds are holding MSFT?** Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report). _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Microsoft Right Now? Before you consider Microsoft, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list. While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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