Savvy Advisors Inc. Buys 11,728 Shares of Microsoft Corporation $MSFT

Savvy Advisors Inc. increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 25.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 57,688 shares of the software giant’s stock after acquiring an additional 11,728 shares during the quarter. Microsoft makes up 2.2% of Savvy Advisors Inc.’s holdings, making the stock its 8th largest holding. Savvy Advisors Inc.’s holdings in Microsoft were worth $21,656,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the business. WFA Asset Management Corp grew its stake in 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 purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its holdings in Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its holdings in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its holdings in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick bought a new stake in Microsoft during the 4th quarter valued at approximately $1,375,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents 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 insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of several recent analyst reports. Mizuho increased their target price on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Piper Sandler increased their target price on Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Stifel Nicolaus raised their price target on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. BMO Capital Markets raised their price target on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, Barclays reiterated an “overweight” rating and issued a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Microsoft Stock Performance

MSFT opened at $495.00 on Friday. The business’s 50-day moving average price is $509.93 and its two-hundred day moving average price is $450.85. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market capitalization of $3.68 trillion, a price-to-earnings ratio of 36.29, a P/E/G ratio of 2.16 and a beta of 1.04. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

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

Microsoft Dividend Announcement

The business 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 $0.83 dividend. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s payout ratio is currently 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.