Lifelong Wealth Advisors Inc. Increases Stock Holdings in Microsoft Corporation $MSFT

Lifelong Wealth Advisors Inc. boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 9.9% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 2,808 shares of the software giant’s stock after acquiring an additional 252 shares during the period. Microsoft comprises about 0.5% of Lifelong Wealth Advisors Inc.’s holdings, making the stock its 28th biggest holding. Lifelong Wealth Advisors Inc.’s holdings in Microsoft were worth $1,397,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also modified their holdings of MSFT. Brady Martz Wealth Solutions LLC raised its stake in Microsoft by 1.4% in 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 grew its holdings in shares of Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after buying an additional 37 shares in the last quarter. Modern Wealth Management LLC grew its holdings in shares of Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock worth $54,376,000 after buying an additional 40,860 shares in the last quarter. Strategic Financial Services Inc. boosted its position in Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant’s stock worth $7,345,000 after acquiring an additional 1,268 shares during the last quarter. Finally, Elevate Wealth Advisory Inc. boosted its position in Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant’s stock worth $737,000 after acquiring an additional 1,043 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on MSFT. Raymond James Financial raised their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research note on Monday, July 28th. Cantor Fitzgerald upped their target price on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a report on Saturday. Royal Bank Of Canada boosted their price target on shares of Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, Citigroup raised their price target on shares of Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a report on Tuesday, July 22nd. One 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 MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $612.54.

Microsoft Trading Down 1.0%

NASDAQ MSFT opened at $509.23 on Wednesday. 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 Corporation has a one year low of $344.79 and a one year high of $555.45. The firm’s fifty day moving average is $512.01 and its two-hundred day moving average is $459.93. The firm has a market cap of $3.79 trillion, a PE ratio of 37.33, a P/E/G ratio of 2.24 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last released its quarterly 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 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%.The company’s quarterly revenue 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. Analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently disclosed 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. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred 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 sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred 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 owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

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.