Catalyst Private Wealth LLC Has $2.24 Million Stock Position in Microsoft Corporation $MSFT

Catalyst Private Wealth LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,504 shares of the software giant’s stock after purchasing an additional 101 shares during the period. Microsoft accounts for approximately 1.0% of Catalyst Private Wealth LLC’s portfolio, making the stock its 20th biggest position. Catalyst Private Wealth LLC’s holdings in Microsoft were worth $2,241,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Newton One Investments LLC increased its stake in shares of 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 purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft in the fourth quarter worth about $31,000. Bulwark Capital Corp bought a new position in shares of Microsoft in the second quarter worth about $32,000. LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter worth about $44,000. Finally, IFS Advisors LLC increased its stake in shares of Microsoft by 50.0% in the first 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 period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In other Microsoft 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 transaction of $2,557,502.00. Following 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’s 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 directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Down 1.0%

Shares of MSFT opened at $509.23 on Wednesday. The company has a market capitalization of $3.79 trillion, a P/E ratio of 37.33, a PEG ratio of 2.24 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 one year low of $344.79 and a one year high of $555.45. The business’s 50 day simple moving average is $512.01 and its 200-day simple moving average is $459.93.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company 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 represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. Wedbush lifted their price objective on Microsoft from $600.00 to $625.00 and gave the stock an “outperform” 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 research note on Friday, July 25th. Morgan Stanley lifted their price objective on Microsoft from $530.00 to $582.00 and gave the stock an “overweight” rating in a research note on Thursday, July 31st. Cantor Fitzgerald boosted their price target on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Finally, TD Cowen boosted their price target on Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research note 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 given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

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.