Summit Financial Consulting LLC Invests $841,000 in Microsoft Corporation $MSFT

Summit Financial Consulting LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 2,240 shares of the software giant’s stock, valued at approximately $841,000. Microsoft makes up about 0.8% of Summit Financial Consulting LLC’s investment portfolio, making the stock its 19th largest holding.

A number of other large investors have also recently modified their holdings of MSFT. Brady Martz Wealth Solutions LLC boosted its stake in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after acquiring an additional 95 shares in the last quarter. Mcdaniel Terry & Co. lifted its stake in shares of Microsoft by 6.1% in the fourth quarter. Mcdaniel Terry & Co. now owns 315,594 shares of the software giant’s stock worth $133,023,000 after buying an additional 18,052 shares in the last quarter. Strategic Financial Services Inc. lifted its stake in shares of Microsoft by 7.8% in the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock worth $7,345,000 after buying an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. lifted its stake in shares of Microsoft by 147.9% in the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock worth $737,000 after buying an additional 1,043 shares in the last quarter. Finally, Intellus Advisors LLC bought a new position in shares of Microsoft in the fourth quarter worth approximately $16,075,000. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the stock. UBS Group reissued a “buy” rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Wells Fargo & Company reissued an “overweight” rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, August 2nd. The Goldman Sachs Group upped their target price on shares of Microsoft from $480.00 to $550.00 and gave the stock a “buy” rating in a research report on Wednesday, May 21st. Finally, KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Microsoft Trading Down 0.3%

NASDAQ MSFT opened at $504.24 on Friday. 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 market capitalization of $3.75 trillion, a price-to-earnings ratio of 36.97, a price-to-earnings-growth ratio of 2.21 and a beta of 1.06. The company’s 50-day simple moving average is $505.43 and its two-hundred day simple moving average is $443.45. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

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

Microsoft Announces Dividend

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

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In the last ninety days, insiders have sold 8,850 shares of company stock valued at $4,406,512. 0.03% of the stock is owned by company insiders.

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.