Microsoft Corporation $MSFT Shares Bought by OneAscent Family Office LLC

OneAscent Family Office LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 280.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,736 shares of the software giant’s stock after acquiring an additional 9,386 shares during the quarter. Microsoft makes up approximately 4.5% of OneAscent Family Office LLC’s portfolio, making the stock its 3rd biggest position. OneAscent Family Office LLC’s holdings in Microsoft were worth $4,812,000 at the end of the most recent quarter.

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

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently weighed in on MSFT. DA Davidson upped their price objective on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Truist Financial upped their target price on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. BMO Capital Markets upped their target price on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Raymond James Financial upped their target price on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Finally, Scotiabank upped their target price on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a 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 stock presently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Stock Down 0.6%

Shares of NASDAQ:MSFT opened at $506.69 on Tuesday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. 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 market capitalization of $3.77 trillion, a P/E ratio of 37.15, a P/E/G ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share 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 firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the business posted $2.95 earnings per share. The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be given a dividend of $0.83 per share. The ex-dividend date is Thursday, August 21st. This represents a $3.32 annualized dividend and a yield of 0.7%. 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.