Liberty Square Wealth Partners LLC Has $4.68 Million Holdings in Microsoft Corporation $MSFT

Liberty Square Wealth Partners LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,454 shares of the software giant’s stock after selling 325 shares during the quarter. Microsoft comprises approximately 1.8% of Liberty Square Wealth Partners LLC’s holdings, making the stock its 10th largest position. Liberty Square Wealth Partners LLC’s holdings in Microsoft were worth $4,675,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in MSFT. Newton One Investments LLC raised its holdings in shares of 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 buying an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new position in Microsoft in the 4th quarter valued at $31,000. LSV Asset Management bought a new position in Microsoft in the 4th quarter valued at $44,000. IFS Advisors LLC boosted its position in Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after buying an additional 50 shares during the last quarter. Finally, Fairway Wealth LLC bought a new position in shares of Microsoft in the 4th quarter worth $62,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several research analyst reports. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective on the stock in a research note on Thursday, July 31st. Needham & Company LLC restated a “buy” rating on shares of Microsoft in a report on Thursday, May 1st. Piper Sandler raised their price objective on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Jefferies Financial Group lifted their price target on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Finally, Royal Bank Of Canada boosted their price objective on Microsoft from $525.00 to $640.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. One research 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 company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s 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 transaction, the executive vice president directly 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last ninety days, insiders have sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $507.23 on Friday. The stock has a market capitalization of $3.77 trillion, a PE ratio of 37.19, a price-to-earnings-growth ratio of 2.20 and a beta of 1.06. The company’s 50-day moving average is $506.08 and its 200-day moving average is $444.11. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping 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 company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the business 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. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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