O Connor Financial Group LLC Has $1.24 Million Stock Position in Microsoft Corporation $MSFT

O Connor Financial Group LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 9.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,490 shares of the software giant’s stock after acquiring an additional 213 shares during the period. Microsoft comprises 0.5% of O Connor Financial Group LLC’s investment portfolio, making the stock its 26th biggest holding. O Connor Financial Group LLC’s holdings in Microsoft were worth $1,242,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. WFA Asset Management Corp increased its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Loop Capital raised their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. TD Cowen raised their price target on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. DA Davidson raised their target price on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Raymond James Financial raised their target price on Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research note on Monday, July 28th. Finally, Bank of America lifted their price target on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on Tuesday, August 12th. The stock was 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 directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on Wednesday, September 3rd. The stock was 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 represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

NASDAQ MSFT opened at $517.93 on Friday. The stock has a market capitalization of $3.85 trillion, a price-to-earnings ratio of 37.97, a PEG ratio of 2.22 and a beta of 1.04. 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 Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The business’s fifty day moving average price is $511.71 and its 200-day moving average price is $457.92.

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

Microsoft Increases Dividend

The firm also recently announced 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. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. 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.