Squire Investment Management Company LLC Invests $246,000 in Microsoft Corporation $MSFT

Squire Investment Management Company LLC acquired a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 656 shares of the software giant’s stock, valued at approximately $246,000.

Several other large investors have also recently modified their holdings of MSFT. WFA Asset Management Corp increased its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its position in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its position in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Tallon Kerry Patrick bought a new position in Microsoft during the fourth quarter valued at approximately $1,375,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 0.5%

Shares of Microsoft stock opened at $507.97 on Friday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a fifty day moving average price of $509.95 and a 200 day moving average price of $450.01. The stock has a market cap of $3.78 trillion, a PE ratio of 37.24, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04.

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

Microsoft Dividend Announcement

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, 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 completion of the sale, the executive vice president directly 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 disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on MSFT shares. Loop Capital increased their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Stifel Nicolaus increased their price objective on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. Raymond James Financial boosted their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. Wells Fargo & Company reissued an “overweight” rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald boosted their price objective on shares of Microsoft from $581.00 to $639.00 and gave the company 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 assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $612.54.

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.