Insight Wealth Strategies LLC Purchases 3,068 Shares of Microsoft Corporation $MSFT

Insight Wealth Strategies LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFTFree Report) by 24.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,716 shares of the software giant’s stock after buying an additional 3,068 shares during the period. Microsoft makes up 1.0% of Insight Wealth Strategies LLC’s portfolio, making the stock its 27th biggest position. Insight Wealth Strategies LLC’s holdings in Microsoft were worth $7,733,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the business. Birchbrook Inc. grew its holdings in shares of Microsoft by 0.4% in the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock valued at $2,375,000 after acquiring an additional 23 shares in the last quarter. Fosun International Ltd raised its stake in Microsoft by 0.3% in the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after purchasing an additional 23 shares in the last quarter. Gagnon Securities LLC boosted its stake in Microsoft by 3.5% in the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock valued at $264,000 after buying an additional 24 shares in the last quarter. Alliance Wealth Management Group increased its holdings in Microsoft by 0.4% in the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock worth $2,368,000 after purchasing an additional 25 shares in the last quarter. Finally, Guidance Point Advisors LLC raised its position in Microsoft by 0.6% during the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock worth $1,811,000 after purchasing an additional 25 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s 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 of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed 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 transaction, 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have recently commented on MSFT. Piper Sandler raised their target price on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Raymond James Financial upped their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a report on Monday, July 28th. BMO Capital Markets raised their price objective on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. DA Davidson boosted their price objective on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Finally, TD Cowen upped their target price on Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $612.54.

Read Our Latest Analysis on Microsoft

Microsoft Stock Down 0.3%

NASDAQ:MSFT opened at $508.45 on Friday. 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’s 50 day moving average is $511.42 and its two-hundred day moving average is $457.02. The company has a market cap of $3.78 trillion, a PE ratio of 37.28, a P/E/G ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFTGet Free Report) last issued its quarterly earnings data 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 return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the previous year, the firm posted $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. Analysts anticipate that Microsoft Corporation will post 13.08 EPS 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 issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s payout ratio is 24.34%.

Microsoft Company Profile

(Free Report)

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.

Featured Stories

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFTFree Report).

Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

Receive News & Ratings for Microsoft Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Microsoft and related companies with MarketBeat.com's FREE daily email newsletter.