Cassaday & Co Wealth Management LLC Purchases 939 Shares of Microsoft Corporation $MSFT

Cassaday & Co Wealth Management LLC increased its position in Microsoft Corporation (NASDAQ:MSFT) by 1.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 65,506 shares of the software giant’s stock after acquiring an additional 939 shares during the quarter. Microsoft comprises about 0.7% of Cassaday & Co Wealth Management LLC’s investment portfolio, making the stock its 18th biggest position. Cassaday & Co Wealth Management LLC’s holdings in Microsoft were worth $24,590,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of MSFT. WFA Asset Management Corp raised its holdings in 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. lifted its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC grew its position in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its position in Microsoft by 1.2% during 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 in the last quarter. Finally, Tallon Kerry Patrick acquired a new stake in Microsoft during the fourth quarter worth about $1,375,000. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the company. Scotiabank lifted their target price on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. Loop Capital lifted their target price on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Raymond James Financial lifted their target price on Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. Stifel Nicolaus lifted their target price on Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research report on Monday, July 28th. Finally, Piper Sandler lifted their target price on Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $612.54.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated 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 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

NASDAQ:MSFT opened at $506.69 on Tuesday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $3.77 trillion, a PE ratio of 37.15, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04. The firm has a 50-day moving average price of $509.18 and a 200 day moving average price of $448.54.

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. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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