Horizons Wealth Management Has $283,000 Stock Holdings in Microsoft Corporation $MSFT

Horizons Wealth Management cut its stake in Microsoft Corporation (NASDAQ:MSFT) by 5.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 569 shares of the software giant’s stock after selling 32 shares during the quarter. Horizons Wealth Management’s holdings in Microsoft were worth $283,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Newton One Investments LLC increased 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 worth $28,000 after buying an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the fourth quarter worth approximately $31,000. LSV Asset Management acquired a new position in shares of Microsoft during the 4th quarter worth $44,000. IFS Advisors LLC increased its stake in shares of Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after purchasing an additional 50 shares during the last quarter. Finally, ROSS JOHNSON & Associates LLC increased 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 worth $59,000 after purchasing an additional 95 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective on the stock in a report on Thursday, July 31st. Truist Financial raised their price target on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, August 18th. DA Davidson raised their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Evercore ISI lifted their price objective on Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a report on Friday, July 25th. Finally, Morgan Stanley lifted their target price on shares of Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a research 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $612.54.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $517.93 on Friday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a market cap of $3.85 trillion, a PE ratio of 37.97, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. The business’s 50 day moving average price is $511.71 and its two-hundred day moving average price is $457.92. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The firm 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 business’s revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 24.34%.

Insider Buying and Selling at Microsoft

In other 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 transaction, 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% 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.

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.