Microsoft Corporation $MSFT Shares Acquired by My Legacy Advisors LLC

My Legacy Advisors LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 19,776 shares of the software giant’s stock after purchasing an additional 454 shares during the period. Microsoft accounts for about 3.5% of My Legacy Advisors LLC’s holdings, making the stock its 2nd biggest position. My Legacy Advisors LLC’s holdings in Microsoft were worth $9,917,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in MSFT. WFA Asset Management Corp raised its position in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its stake 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 purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its stake in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Trading Up 0.9%

Shares of MSFT opened at $511.46 on Monday. The firm has a market cap of $3.80 trillion, a price-to-earnings ratio of 37.50, a PEG ratio of 2.23 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 Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a 50 day moving average price of $512.03 and a 200-day moving average price of $463.19.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data 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. The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business’s quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast 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. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Wedbush lifted their target price on shares of Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Oppenheimer boosted their price objective on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Sanford C. Bernstein boosted their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Barclays reiterated an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. Finally, KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price for the company in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $614.45.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction on 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 transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’s 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 transaction, the chief executive officer directly owned 790,852 shares in the company, 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.