Partners in Financial Planning Purchases 350 Shares of Microsoft Corporation $MSFT

Partners in Financial Planning grew its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.8% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,569 shares of the software giant’s stock after buying an additional 350 shares during the quarter. Partners in Financial Planning’s holdings in Microsoft were worth $964,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Brady Martz Wealth Solutions LLC lifted its position in shares of Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after buying an additional 95 shares in the last quarter. Strategic Financial Services Inc. lifted its position in shares of Microsoft by 7.8% during the 4th 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. raised its holdings in shares of Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock worth $737,000 after purchasing an additional 1,043 shares during the period. Intellus Advisors LLC bought a new stake in shares of Microsoft in the 4th quarter worth approximately $16,075,000. Finally, Meridian Wealth Advisors LLC raised its holdings in shares of Microsoft by 3.8% in the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant’s stock worth $23,144,000 after purchasing an additional 2,014 shares during the period. Institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research reports. Evercore ISI lifted their price target on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. Benchmark reaffirmed a “buy” rating on shares of Microsoft in a report on Thursday, May 1st. UBS Group reaffirmed a “buy” rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. JPMorgan Chase & Co. lifted their price target on shares of Microsoft from $465.00 to $475.00 and gave the stock an “overweight” rating in a report on Thursday, May 1st. Finally, Raymond James Financial lifted their price target on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. One 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 company’s stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

Microsoft Stock Up 0.6%

Microsoft stock opened at $507.23 on Monday. 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 $3.77 trillion, a price-to-earnings ratio of 37.19, a P/E/G ratio of 2.22 and a beta of 1.06. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a 50 day simple moving average of $506.08 and a 200 day simple moving average of $444.52.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data 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 during the quarter, compared to analyst estimates of $73.79 billion. During the same period in the previous year, the business earned $2.95 EPS. Microsoft’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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 given a dividend of $0.83 per share. 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 payout ratio is 24.34%.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was 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 worth $4,406,512. 0.03% of the stock is owned by 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.