Microsoft Corporation $MSFT is Jackson Grant Investment Advisers Inc.’s 8th Largest Position

Jackson Grant Investment Advisers Inc. reduced its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,531 shares of the software giant’s stock after selling 378 shares during the quarter. Microsoft comprises 2.4% of Jackson Grant Investment Advisers Inc.’s investment portfolio, making the stock its 8th largest position. Jackson Grant Investment Advisers Inc.’s holdings in Microsoft were worth $6,206,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Fosun International Ltd grew its holdings in Microsoft by 0.3% during the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after buying an additional 23 shares in the last quarter. Alliance Wealth Management Group boosted its position in shares of Microsoft by 0.4% during the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock valued at $2,368,000 after acquiring an additional 25 shares during the last quarter. Guidance Point Advisors LLC grew its holdings in shares of Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock valued at $1,811,000 after purchasing an additional 25 shares in the last quarter. Life Planning Partners Inc increased its position in Microsoft by 5.1% in the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant’s stock worth $228,000 after purchasing an additional 26 shares during the last quarter. Finally, Core Wealth Advisors Inc. raised its stake in Microsoft by 1.5% during the fourth quarter. Core Wealth Advisors Inc. now owns 1,856 shares of the software giant’s stock valued at $782,000 after purchasing an additional 27 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $505.12 on Wednesday. The firm’s 50 day simple moving average is $509.48 and its 200-day simple moving average is $448.93. 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 one year low of $344.79 and a one year high of $555.45. The firm has a market cap of $3.75 trillion, a PE ratio of 37.03, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last announced 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 company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 earnings per share. Microsoft’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Wedbush lifted their price objective on shares of Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. BMO Capital Markets lifted 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. Evercore ISI upped their price objective on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. Royal Bank Of Canada raised their price objective on Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Westpark Capital reissued a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were 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 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 accessible through this link. Corporate insiders own 0.03% of the company’s stock.

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.