Modern Wealth Management LLC Increases Position in Microsoft Corporation $MSFT

Modern Wealth Management LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 39.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 144,852 shares of the software giant’s stock after buying an additional 40,860 shares during the quarter. Microsoft comprises approximately 1.7% of Modern Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. Modern Wealth Management LLC’s holdings in Microsoft were worth $54,376,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft in the fourth quarter valued at $31,000. Newton One Investments LLC boosted its holdings in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the last quarter. LSV Asset Management purchased a new stake in Microsoft in the fourth quarter valued at $44,000. IFS Advisors LLC boosted its holdings in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after purchasing an additional 50 shares during the last quarter. Finally, ROSS JOHNSON & Associates LLC boosted its holdings in Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after purchasing an additional 95 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have commented on the stock. Raymond James Financial upped their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Truist Financial upped their price target on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. Cantor Fitzgerald upped their price target on shares of Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Sanford C. Bernstein upped their price objective on shares of Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Finally, Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued 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 Up 1.1%

MSFT opened at $515.36 on Tuesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a 50-day moving average price of $510.90 and a 200 day moving average price of $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 results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 EPS. The company’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm 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 is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 24.34%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the 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 completion of the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Microsoft 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.