Clarus Wealth Advisors Buys 458 Shares of Microsoft Corporation $MSFT

Clarus Wealth Advisors grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 10.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,823 shares of the software giant’s stock after acquiring an additional 458 shares during the quarter. Microsoft accounts for 1.1% of Clarus Wealth Advisors’ portfolio, making the stock its 22nd biggest holding. Clarus Wealth Advisors’ holdings in Microsoft were worth $2,395,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC boosted its stake in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after purchasing an additional 95 shares during the last quarter. Real Talk Capital LLC boosted its stake in Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the last quarter. Modern Wealth Management LLC boosted its stake in Microsoft by 39.3% during the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the last quarter. Strategic Financial Services Inc. boosted its stake in shares of Microsoft by 7.8% in the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock worth $7,345,000 after buying an additional 1,268 shares during the last quarter. Finally, Elevate Wealth Advisory Inc. boosted its stake in shares of Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock worth $737,000 after buying an additional 1,043 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on MSFT shares. Mizuho raised their price target on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Wells Fargo & Company restated an “overweight” rating and issued a $650.00 price target (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Wedbush raised their price target on Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. KeyCorp upgraded Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target on the stock in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald lifted their target price on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research 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 issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Stock Down 0.7%

Shares of NASDAQ:MSFT opened at $514.45 on Tuesday. The business has a 50 day simple moving average of $511.94 and a two-hundred day simple moving average of $459.59. The firm has a market capitalization of $3.82 trillion, a PE ratio of 37.72, a price-to-earnings-growth ratio of 2.26 and a beta of 1.04. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. 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 (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the business earned $2.95 earnings per share. Microsoft’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities 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. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated Tuesday, August 12th. The shares were 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 in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was 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 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.