Microsoft Corporation $MSFT Stock Position Increased by AlphaCore Capital LLC

AlphaCore Capital LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 85.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 53,829 shares of the software giant’s stock after acquiring an additional 24,846 shares during the quarter. Microsoft comprises about 1.7% of AlphaCore Capital LLC’s investment portfolio, making the stock its 9th biggest holding. AlphaCore Capital LLC’s holdings in Microsoft were worth $20,207,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after acquiring an additional 7,314,509 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Microsoft by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant’s stock worth $70,720,874,000 after buying an additional 3,103,212 shares during the last quarter. Norges Bank purchased a new position in shares of Microsoft in the fourth quarter worth approximately $44,343,058,000. Northern Trust Corp boosted its holdings in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Microsoft by 9.8% in the fourth 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 worth $25,273,704,000 after buying an additional 5,370,546 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on MSFT. Truist Financial raised their price objective on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a report on Monday, August 18th. Stifel Nicolaus raised their price objective on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, July 28th. BMO Capital Markets raised their price objective on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Bank of America raised their price objective on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Finally, Sanford C. Bernstein raised their price objective on shares of Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

Microsoft Price Performance

NASDAQ MSFT opened at $495.00 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market cap of $3.68 trillion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.16 and a beta of 1.04. The company’s 50 day moving average is $509.93 and its two-hundred day moving average is $450.85. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the business earned $2.95 EPS. The firm’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, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be paid 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 dividend payout ratio (DPR) is presently 24.34%.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on 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 sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

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.