Morris Financial Concepts Inc. Grows Stock Holdings in Microsoft Corporation $MSFT

Morris Financial Concepts Inc. grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 3,188 shares of the software giant’s stock after purchasing an additional 36 shares during the period. Morris Financial Concepts Inc.’s holdings in Microsoft were worth $1,197,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in MSFT. Newton One Investments LLC raised its holdings in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new position in Microsoft in the 4th quarter worth approximately $31,000. LSV Asset Management purchased a new position in Microsoft in the 4th quarter worth approximately $44,000. IFS Advisors LLC raised its holdings in Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after acquiring an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC purchased a new position in Microsoft in the 4th quarter worth approximately $62,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on MSFT shares. UBS Group restated a “buy” rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Guggenheim reaffirmed a “neutral” rating on shares of Microsoft in a research report on Thursday, May 1st. Jefferies Financial Group lifted their target price on shares of Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a research report on Thursday, May 1st. Finally, Barclays lifted their target price on shares of Microsoft from $550.00 to $625.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $612.54.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Over the last ninety days, insiders have sold 8,850 shares of company stock valued at $4,406,512. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Down 0.8%

Shares of Microsoft stock opened at $505.72 on Thursday. The company has a market capitalization of $3.76 trillion, a P/E ratio of 37.08, a P/E/G ratio of 2.23 and a beta of 1.06. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company has a fifty day moving average of $504.93 and a 200 day moving average of $442.81. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

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

Microsoft Company 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.