Plum Street Advisors LLC Buys 146 Shares of Microsoft Corporation $MSFT

Plum Street Advisors LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,187 shares of the software giant’s stock after purchasing an additional 146 shares during the period. Plum Street Advisors LLC’s holdings in Microsoft were worth $1,196,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Ball & Co Wealth Management Inc. bought a new position in Microsoft in the fourth quarter worth approximately $31,000. Newton One Investments LLC raised its position in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after acquiring an additional 30 shares during the period. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter valued at $44,000. IFS Advisors LLC raised its position in shares of Microsoft by 50.0% during the 1st 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 period. Finally, ROSS JOHNSON & Associates LLC lifted its stake in shares of Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after buying an additional 95 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred 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 sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company’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 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 $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 owned by insiders.

Microsoft Price Performance

MSFT stock opened at $515.36 on Tuesday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a current ratio of 1.35, a quick 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 stock has a market cap of $3.83 trillion, a PE ratio of 37.78, a P/E/G 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 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 firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period in the previous year, the company earned $2.95 EPS. The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is 24.34%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MSFT. Wedbush increased their price target on Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Jefferies Financial Group increased their price target on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. TD Cowen increased their price target on Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. KeyCorp upgraded Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target for the company in a research note on Thursday, July 31st. Finally, Royal Bank Of Canada lifted their price target on shares of Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $612.54.

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.