Microsoft Corporation $MSFT Shares Bought by Mowery & Schoenfeld Wealth Management LLC

Mowery & Schoenfeld Wealth Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 66.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,085 shares of the software giant’s stock after acquiring an additional 2,030 shares during the quarter. Microsoft comprises 3.7% of Mowery & Schoenfeld Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. Mowery & Schoenfeld Wealth Management LLC’s holdings in Microsoft were worth $1,909,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. increased its stake in Microsoft by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant’s stock valued at $288,336,224,000 after purchasing an additional 10,431,988 shares in the last quarter. Geode Capital Management LLC increased its stake in Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock valued at $70,720,874,000 after purchasing an additional 3,103,212 shares in the last quarter. Norges Bank purchased a new position in Microsoft in the 4th quarter valued at approximately $44,343,058,000. Northern Trust Corp increased its stake in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Microsoft by 9.8% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.03% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of several recent research reports. BMO Capital Markets raised their price target on Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Barclays reissued an “overweight” rating and set a $625.00 price target on shares of Microsoft in a research report on Friday. UBS Group reissued a “buy” rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, DA Davidson raised their price target on Microsoft from $600.00 to $650.00 and gave the stock a “buy” 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 given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Price Performance

MSFT stock opened at $506.69 on Tuesday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock’s fifty day simple moving average is $509.18 and its 200-day simple moving average is $448.54. 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 stock has a market capitalization of $3.77 trillion, a price-to-earnings ratio of 37.15, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate 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 quarter last year, the firm earned $2.95 earnings per share. The business’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

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