Anderson Financial Strategies LLC Has $89,000 Stock Holdings in Microsoft Corporation $MSFT

Anderson Financial Strategies LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT) by 526.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 238 shares of the software giant’s stock after buying an additional 200 shares during the period. Anderson Financial Strategies LLC’s holdings in Microsoft were worth $89,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC boosted its stake in Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after acquiring an additional 95 shares during the last quarter. Strategic Financial Services Inc. increased its holdings in shares of Microsoft by 7.8% in the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock worth $7,345,000 after buying an additional 1,268 shares during the last quarter. Elevate Wealth Advisory Inc. grew its holdings in shares of Microsoft by 147.9% during the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock valued at $737,000 after purchasing an additional 1,043 shares during the last quarter. Bridgeway Capital Management LLC boosted its position in Microsoft by 8.3% during the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant’s stock valued at $32,463,000 after buying an additional 6,617 shares during the period. Finally, Intellus Advisors LLC purchased a new stake in Microsoft during the 4th quarter valued at $16,075,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction 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 transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $515.36 on Tuesday. 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 Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company’s 50 day moving average is $510.90 and its 200 day moving average is $455.45. The company has a market cap of $3.83 trillion, a PE ratio of 37.78, a price-to-earnings-growth ratio of 2.23 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 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 business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the firm posted $2.95 EPS. The business’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, August 2nd. Barclays reissued an “overweight” rating and issued a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Wells Fargo & Company reiterated an “overweight” rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. DA Davidson boosted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Finally, Truist Financial boosted their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research report on Monday, August 18th. One 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’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $612.54.

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.