Capital Advantage Inc. Acquires 27 Shares of Microsoft Corporation $MSFT

Capital Advantage Inc. raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.2% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,835 shares of the software giant’s stock after acquiring an additional 27 shares during the quarter. Microsoft makes up 1.2% of Capital Advantage Inc.’s holdings, making the stock its 18th largest holding. Capital Advantage Inc.’s holdings in Microsoft were worth $7,876,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Newton One Investments LLC lifted its stake in shares of Microsoft by 66.7% during the 1st 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 last quarter. Ball & Co Wealth Management Inc. purchased a new stake in shares of Microsoft during the 4th quarter worth $31,000. Bulwark Capital Corp purchased a new stake in shares of Microsoft during the 2nd quarter worth $32,000. LSV Asset Management purchased a new stake in shares of Microsoft during the 4th quarter worth $44,000. Finally, IFS Advisors LLC lifted its stake in shares of Microsoft by 50.0% during the 1st 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 last quarter. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on MSFT shares. Wells Fargo & Company restated an “overweight” rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. DA Davidson upped their price objective on Microsoft from $600.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Citigroup increased their price target on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research note on Tuesday, July 22nd. Morgan Stanley increased their price target on Microsoft from $582.00 to $625.00 and gave the company an “overweight” rating in a research note on Friday. Finally, TD Cowen increased 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 issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $614.45.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’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 transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value 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 trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Up 0.6%

Shares of MSFT stock opened at $514.60 on Tuesday. The firm has a market capitalization of $3.83 trillion, a PE ratio of 37.73, a P/E/G ratio of 2.23 and a beta of 1.04. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock’s 50-day simple moving average is $512.13 and its 200-day simple moving average is $464.07. 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 (NASDAQ:MSFT) last posted 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 firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

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.