Olistico Wealth LLC Has $2.81 Million Stock Position in Microsoft Corporation $MSFT

Olistico Wealth LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 12.5% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,492 shares of the software giant’s stock after purchasing an additional 834 shares during the quarter. Microsoft accounts for about 1.7% of Olistico Wealth LLC’s investment portfolio, making the stock its 12th largest holding. Olistico Wealth LLC’s holdings in Microsoft were worth $2,813,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of MSFT. WFA Asset Management Corp lifted its stake in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Tallon Kerry Patrick purchased a new stake in shares of Microsoft during the 4th quarter worth about $1,375,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $504.24 on Friday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market capitalization of $3.75 trillion, a PE ratio of 36.97, a PEG ratio of 2.21 and a beta of 1.06. The business’s 50 day moving average is $505.43 and its 200-day moving average is $443.45. 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 announced its quarterly earnings data 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. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the firm earned $2.95 EPS. Microsoft’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on MSFT. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target for the company in a research note on Thursday, July 31st. Citigroup raised their price objective on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research note on Tuesday, July 22nd. Scotiabank raised their price objective on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research note on Thursday, July 31st. Needham & Company LLC reissued a “buy” rating on shares of Microsoft in a research note on Thursday, May 1st. Finally, Morgan Stanley raised their price objective on Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last quarter, insiders sold 8,850 shares of company stock worth $4,406,512. 0.03% of the stock is currently owned by company insiders.

About Microsoft

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.