Mitchell & Pahl Private Wealth LLC Has $7.82 Million Stake in Microsoft Corporation $MSFT

Mitchell & Pahl Private Wealth LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.6% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,719 shares of the software giant’s stock after purchasing an additional 90 shares during the quarter. Microsoft comprises 3.5% of Mitchell & Pahl Private Wealth LLC’s portfolio, making the stock its largest holding. Mitchell & Pahl Private Wealth LLC’s holdings in Microsoft were worth $7,819,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of the business. Colorado Capital Management Inc. lifted its holdings in shares of Microsoft by 8.4% during the second quarter. Colorado Capital Management Inc. now owns 2,839 shares of the software giant’s stock worth $1,412,000 after buying an additional 221 shares during the last quarter. Ullmann Wealth Partners Group LLC lifted its holdings in shares of Microsoft by 4.6% during the second quarter. Ullmann Wealth Partners Group LLC now owns 13,502 shares of the software giant’s stock worth $6,716,000 after buying an additional 597 shares during the last quarter. Compass Ion Advisors LLC lifted its holdings in shares of Microsoft by 2.4% during the second quarter. Compass Ion Advisors LLC now owns 14,207 shares of the software giant’s stock worth $7,067,000 after buying an additional 331 shares during the last quarter. Lincoln Capital LLC lifted its holdings in shares of Microsoft by 10.1% during the second quarter. Lincoln Capital LLC now owns 43,867 shares of the software giant’s stock worth $21,820,000 after buying an additional 4,038 shares during the last quarter. Finally, Halter Ferguson Financial Inc. lifted its holdings in shares of Microsoft by 7.5% during the second quarter. Halter Ferguson Financial Inc. now owns 2,661 shares of the software giant’s stock worth $1,323,000 after buying an additional 185 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

Microsoft stock opened at $517.95 on Wednesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a fifty day moving average price of $512.38 and a two-hundred day moving average price of $464.45. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market capitalization of $3.85 trillion, a P/E ratio of 37.97, a P/E/G ratio of 2.24 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last announced 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 company had revenue of $76.44 billion for 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 business’s revenue for the quarter was up 18.1% on a year-over-year basis. 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. As a group, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders 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 is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Analysts Set New Price Targets

A number of brokerages have recently commented on MSFT. BMO Capital Markets upped their price target on Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Stifel Nicolaus upped their target price on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, July 28th. Raymond James Financial upped their target price on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a research note on Monday, July 28th. Bank of America upped their target price on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a research note 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 given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $614.45.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction 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. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate 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.