Physician Wealth Advisors Inc. Increases Stock Position in Microsoft Corporation $MSFT

Physician Wealth Advisors Inc. lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,427 shares of the software giant’s stock after buying an additional 178 shares during the quarter. Microsoft comprises 1.3% of Physician Wealth Advisors Inc.’s investment portfolio, making the stock its 22nd biggest position. Physician Wealth Advisors Inc.’s holdings in Microsoft were worth $8,171,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Newton One Investments LLC lifted its stake 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 in the last quarter. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft in the 4th quarter worth approximately $31,000. Bulwark Capital Corp purchased a new stake in Microsoft in the 2nd quarter worth approximately $32,000. LSV Asset Management purchased a new stake in Microsoft in the 4th quarter worth approximately $44,000. Finally, IFS Advisors LLC lifted its stake in Microsoft by 50.0% in 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 in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

Shares of Microsoft stock opened at $517.95 on Wednesday. The firm has a market cap of $3.85 trillion, a PE ratio of 37.97, a price-to-earnings-growth ratio of 2.24 and a beta of 1.04. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The company’s fifty day simple moving average is $512.38 and its two-hundred day simple moving average is $464.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion for 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 company’s revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared 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 is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio is 24.34%.

Analysts Set New Price Targets

Several analysts have issued reports on MSFT shares. Raymond James Financial increased their target price 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. Mizuho increased their target price on shares of Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Cantor Fitzgerald increased their price target on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Stifel Nicolaus increased their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a report on Monday, July 28th. Finally, Oppenheimer increased their price target on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a 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 given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $614.45.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 completion of 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated 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 directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company 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.