Defined Wealth Management LLC Raises Stake in Microsoft Corporation $MSFT

Defined Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,931 shares of the software giant’s stock after purchasing an additional 138 shares during the quarter. Microsoft accounts for approximately 1.2% of Defined Wealth Management LLC’s investment portfolio, making the stock its 25th biggest holding. Defined Wealth Management LLC’s holdings in Microsoft were worth $1,955,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the stock. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its stake in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Trading Up 0.2%

Shares of MSFT opened at $510.15 on Thursday. The firm has a 50-day moving average price of $512.10 and a 200 day moving average price of $460.28. The firm has a market capitalization of $3.79 trillion, a P/E ratio of 37.40, a P/E/G ratio of 2.22 and a beta of 1.04. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate 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 period in the prior year, the business posted $2.95 earnings per share. The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $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. 0.03% of the stock is currently owned by insiders.

Analysts Set New Price Targets

MSFT has been the topic of a number of recent analyst reports. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. TD Cowen increased their price objective on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Raymond James Financial lifted their target price on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a research report on Monday, July 28th. UBS Group restated a “buy” rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Barclays reaffirmed an “overweight” rating and issued a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $612.54.

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.