ODonnell Financial Services LLC Has $1.10 Million Position in Microsoft Corporation $MSFT

ODonnell Financial Services LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 3.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,938 shares of the software giant’s stock after purchasing an additional 92 shares during the quarter. Microsoft comprises approximately 0.5% of ODonnell Financial Services LLC’s investment portfolio, making the stock its 28th biggest position. ODonnell Financial Services LLC’s holdings in Microsoft were worth $1,103,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the fourth quarter valued at about $31,000. Newton One Investments LLC grew its stake in Microsoft by 66.7% during the first 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. LSV Asset Management bought a new position in Microsoft in the 4th quarter valued at about $44,000. Fairway Wealth LLC acquired a new position in shares of Microsoft in the 4th quarter valued at approximately $62,000. Finally, IFS Advisors LLC lifted its holdings in shares of Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after acquiring an additional 50 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have weighed in on MSFT. The Goldman Sachs Group upped their target price on Microsoft from $480.00 to $550.00 and gave the stock a “buy” rating in a research note on Wednesday, May 21st. Evercore ISI upped their price objective on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Scotiabank lifted their target price on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Wedbush boosted their target price on Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Finally, Truist Financial increased their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a report on Monday, August 18th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Insiders Place Their Bets

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 sale, the executive vice president 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 sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.03% of the company’s stock.

Microsoft Stock Down 0.6%

Shares of MSFT opened at $506.69 on Friday. The stock’s 50-day moving average price is $508.77 and its two-hundred day moving average price is $447.59. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market capitalization of $3.77 trillion, a PE ratio of 37.15, a PEG ratio of 2.21 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.

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

Microsoft Announces Dividend

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