Microsoft Corporation $MSFT Position Lifted by JMG Financial Group Ltd.

JMG Financial Group Ltd. grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,796 shares of the software giant’s stock after purchasing an additional 179 shares during the period. JMG Financial Group Ltd.’s holdings in Microsoft were worth $2,176,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of MSFT. WFA Asset Management Corp increased its holdings in shares of 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 during the period. Ironwood Wealth Management LLC. boosted its position 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 valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position 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 valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the period. Finally, Tallon Kerry Patrick acquired a new position in shares of Microsoft in the fourth quarter worth about $1,375,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on MSFT. BMO Capital Markets raised their price target on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Scotiabank raised their price target on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a report on Thursday, July 31st. Barclays restated an “overweight” rating and set a $625.00 price target on shares of Microsoft in a report on Friday. The Goldman Sachs Group raised their price target on shares of Microsoft from $480.00 to $550.00 and gave the stock a “buy” rating in a report on Wednesday, May 21st. Finally, Westpark Capital restated a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $612.54.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The stock was 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 $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of MSFT opened at $506.69 on Friday. The firm has a market cap of $3.77 trillion, a PE ratio of 37.15, a PEG ratio of 2.21 and a beta of 1.06. The firm’s 50 day moving average price is $508.77 and its 200 day moving average price is $447.59. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last released 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 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 last year, the firm posted $2.95 earnings per share. The company’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

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.