Compass Ion Advisors LLC Raises Holdings in Microsoft Corporation $MSFT

Compass Ion Advisors LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,207 shares of the software giant’s stock after buying an additional 331 shares during the period. Microsoft makes up about 0.8% of Compass Ion Advisors LLC’s portfolio, making the stock its 19th biggest holding. Compass Ion Advisors LLC’s holdings in Microsoft were worth $7,067,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bulwark Capital Corp bought a new stake in shares of Microsoft in the 2nd quarter worth about $32,000. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft in the 4th quarter worth about $31,000. Newton One Investments LLC raised its position in Microsoft by 66.7% in 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 period. LSV Asset Management purchased a new stake in Microsoft in the 4th quarter worth about $44,000. Finally, IFS Advisors LLC grew its stake in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock valued at $57,000 after buying an additional 50 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Up 0.7%

Shares of MSFT stock opened at $517.95 on Wednesday. The stock’s 50-day simple moving average is $512.38 and its 200-day simple moving average is $464.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a market capitalization of $3.85 trillion, a PE ratio of 37.97, a P/E/G ratio of 2.24 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.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the company posted $2.95 earnings per share. The firm’s revenue was up 18.1% compared to the same quarter last year. 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 company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is currently 24.34%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on MSFT. Jefferies Financial Group raised their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Raymond James Financial boosted their price objective 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. Piper Sandler raised their price objective on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. Loop Capital raised their price objective on Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Finally, Cantor Fitzgerald increased their price target on shares of Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $614.45.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction 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 sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 in the company, valued at approximately $20,624,012.52. The trade was a 11.03% 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.

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.