Element Wealth LLC Has $1.18 Million Stake in Microsoft Corporation $MSFT

Element Wealth LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,149 shares of the software giant’s stock after selling 116 shares during the period. Element Wealth LLC’s holdings in Microsoft were worth $1,182,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in Microsoft by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant’s stock worth $288,336,224,000 after acquiring an additional 10,431,988 shares in the last quarter. Geode Capital Management LLC raised its stake in Microsoft by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock valued at $70,720,874,000 after buying an additional 3,103,212 shares during the period. Norges Bank bought a new stake in Microsoft in the fourth quarter valued at approximately $44,343,058,000. Northern Trust Corp raised its stake in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Microsoft by 9.8% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after buying an additional 5,370,546 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

MSFT has been the topic of several research analyst reports. Evercore ISI upped their price objective on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Royal Bank Of Canada increased their target price on Microsoft from $525.00 to $640.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. TD Securities increased their target price on Microsoft from $475.00 to $490.00 and gave the stock a “buy” rating in a research note on Thursday, May 1st. Scotiabank increased their target price on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Finally, Citigroup increased their target price on Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research note on Tuesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $612.54.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders sold 8,850 shares of company stock valued at $4,406,512 over the last three months. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

MSFT stock opened at $505.72 on Thursday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market cap of $3.76 trillion, a PE ratio of 37.08, a price-to-earnings-growth ratio of 2.23 and a beta of 1.06. The stock has a 50-day moving average price of $504.93 and a 200-day moving average price of $442.81. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period in the previous year, the company posted $2.95 EPS. The firm’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be paid a $0.83 dividend. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is 24.34%.

Microsoft Profile

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.