Microsoft Corporation $MSFT is Partnership Wealth Management LLC’s 8th Largest Position

Partnership Wealth Management LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.2% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 8,526 shares of the software giant’s stock after buying an additional 99 shares during the period. Microsoft makes up 3.4% of Partnership Wealth Management LLC’s portfolio, making the stock its 8th largest holding. Partnership Wealth Management LLC’s holdings in Microsoft were worth $4,241,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the company. Rise Advisors LLC boosted its stake in shares of Microsoft by 1.5% during the 2nd quarter. Rise Advisors LLC now owns 8,730 shares of the software giant’s stock worth $4,342,000 after purchasing an additional 125 shares during the period. Atwood & Palmer Inc. lifted its holdings in Microsoft by 3.2% during the 2nd quarter. Atwood & Palmer Inc. now owns 5,125 shares of the software giant’s stock valued at $2,549,000 after buying an additional 161 shares in the last quarter. Atlas Brown Inc. lifted its holdings in Microsoft by 0.8% during the 2nd quarter. Atlas Brown Inc. now owns 23,947 shares of the software giant’s stock valued at $11,911,000 after buying an additional 199 shares in the last quarter. Advance Capital Management Inc. lifted its holdings in Microsoft by 1.8% during the 2nd quarter. Advance Capital Management Inc. now owns 9,793 shares of the software giant’s stock valued at $4,871,000 after buying an additional 175 shares in the last quarter. Finally, Beacon Wealthcare LLC lifted its holdings in Microsoft by 2.3% during the 2nd quarter. Beacon Wealthcare LLC now owns 1,330 shares of the software giant’s stock valued at $662,000 after buying an additional 30 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $517.93 on Friday. The company’s fifty day moving average price is $511.71 and its 200 day moving average price is $458.31. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a market capitalization of $3.85 trillion, a PE ratio of 37.97, a price-to-earnings-growth ratio of 2.26 and a beta of 1.04. 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 (NASDAQ:MSFT) last announced its quarterly 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the firm posted $2.95 earnings per share. The firm’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s payout ratio is currently 24.34%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Morgan Stanley boosted their price target on shares of Microsoft from $530.00 to $582.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Stifel Nicolaus boosted their price target on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. UBS Group restated a “buy” rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Wedbush boosted their price target on shares of Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, DA Davidson boosted their price target on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction 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 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 sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $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. Corporate insiders own 0.03% of the company’s stock.

About Microsoft

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.