Allegiance Financial Group Advisory Services LLC Has $14.34 Million Stock Holdings in Microsoft Corporation $MSFT

Allegiance Financial Group Advisory Services LLC lessened its stake in Microsoft Corporation (NASDAQ:MSFT) by 6.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 38,210 shares of the software giant’s stock after selling 2,420 shares during the quarter. Microsoft makes up 4.4% of Allegiance Financial Group Advisory Services LLC’s holdings, making the stock its 8th biggest position. Allegiance Financial Group Advisory Services LLC’s holdings in Microsoft were worth $14,344,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Fosun International Ltd increased its stake in shares of Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after buying an additional 23 shares during the period. Alliance Wealth Management Group boosted its holdings in Microsoft by 0.4% in the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock valued at $2,368,000 after acquiring an additional 25 shares in the last quarter. Guidance Point Advisors LLC boosted its holdings in Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock valued at $1,811,000 after acquiring an additional 25 shares in the last quarter. Life Planning Partners Inc raised its holdings in Microsoft by 5.1% in the 4th quarter. Life Planning Partners Inc now owns 540 shares of the software giant’s stock worth $228,000 after purchasing an additional 26 shares in the last quarter. Finally, Core Wealth Advisors Inc. raised its holdings in Microsoft by 1.5% in the 4th quarter. Core Wealth Advisors Inc. now owns 1,856 shares of the software giant’s stock worth $782,000 after purchasing an additional 27 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

MSFT stock opened at $506.69 on Friday. The company has a market cap of $3.77 trillion, a P/E ratio of 37.15, a price-to-earnings-growth ratio of 2.21 and a beta of 1.06. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock’s fifty day moving average price is $508.77 and its 200-day moving average price is $447.59.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.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 firm earned $2.95 earnings per share. The business’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts forecast 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. Investors of record on Thursday, August 21st will be issued a $0.83 dividend. The ex-dividend date is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. KeyCorp upgraded Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a report on Thursday, July 31st. Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, August 2nd. Jefferies Financial Group lifted their price target on shares of Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Wells Fargo & Company restated an “overweight” rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Finally, Raymond James Financial boosted their price target on Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

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.