Boston Standard Wealth Management LLC Acquires 163 Shares of Microsoft Corporation $MSFT

Boston Standard Wealth Management LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 11.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,535 shares of the software giant’s stock after acquiring an additional 163 shares during the period. Microsoft makes up about 0.1% of Boston Standard Wealth Management LLC’s portfolio, making the stock its 27th largest holding. Boston Standard Wealth Management LLC’s holdings in Microsoft were worth $763,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. Brady Martz Wealth Solutions LLC increased its position in Microsoft by 1.4% in the 1st 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 period. Real Talk Capital LLC boosted its stake in Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after acquiring an additional 37 shares in the last quarter. Modern Wealth Management LLC boosted its stake in Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock worth $54,376,000 after acquiring an additional 40,860 shares in the last quarter. Strategic Financial Services Inc. boosted its stake in Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock worth $7,345,000 after acquiring an additional 1,268 shares in the last quarter. Finally, Elevate Wealth Advisory Inc. lifted its stake in shares of Microsoft by 147.9% in the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock valued at $737,000 after buying an additional 1,043 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of Microsoft stock opened at $510.02 on Thursday. The stock has a market cap of $3.79 trillion, a price-to-earnings ratio of 37.39, a PEG ratio of 2.22 and a beta of 1.04. The firm’s 50-day moving average is $511.28 and its 200 day moving average is $456.20. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. 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 posted its 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the prior year, the business earned $2.95 EPS. The business’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. Sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal 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 issued a dividend of $0.91 per share. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is 24.34%.

Insider Buying and Selling

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

Analysts Set New Price Targets

MSFT has been the topic of a number of recent research reports. Sanford C. Bernstein raised their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Loop Capital raised their price objective on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Truist Financial lifted their target price on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, August 18th. Stifel Nicolaus lifted their target price on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research report on Monday, July 28th. Finally, BMO Capital Markets lifted their price target on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. One 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 company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

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.