McLean Asset Management Corp Purchases 537 Shares of Microsoft Corporation $MSFT

McLean Asset Management Corp grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 4.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,467 shares of the software giant’s stock after purchasing an additional 537 shares during the period. Microsoft makes up 1.7% of McLean Asset Management Corp’s investment portfolio, making the stock its 18th biggest holding. McLean Asset Management Corp’s holdings in Microsoft were worth $6,614,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Ball & Co Wealth Management Inc. purchased a new position in Microsoft in the 4th quarter worth $31,000. Newton One Investments LLC boosted its stake in Microsoft by 66.7% during 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 in the last quarter. LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter worth approximately $44,000. IFS Advisors LLC raised its holdings in shares of Microsoft by 50.0% during 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 raised its holdings in shares of Microsoft by 155.7% during 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. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction 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. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

MSFT has been the subject of a number of research reports. TD Cowen upped their target price on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Wedbush raised their price target on shares of Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Piper Sandler raised their target price on shares of Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a report on Saturday, August 2nd. Finally, KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price for the company in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Stock Up 0.2%

MSFT stock opened at $510.02 on Thursday. The company’s 50 day moving average price is $511.28 and its 200 day moving average price is $456.20. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.39, a PEG ratio of 2.22 and a beta of 1.04.

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

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend 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.