Wealth Management Partners LLC Has $10.82 Million Stake in Microsoft Corporation $MSFT

Wealth Management Partners LLC decreased its position in Microsoft Corporation (NASDAQ:MSFTFree Report) by 0.9% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,747 shares of the software giant’s stock after selling 207 shares during the quarter. Microsoft accounts for 3.8% of Wealth Management Partners LLC’s portfolio, making the stock its 7th largest position. Wealth Management Partners LLC’s holdings in Microsoft were worth $10,824,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Walter Public Investments Inc. boosted its stake in shares of Microsoft by 38.4% during the second quarter. Walter Public Investments Inc. now owns 74,132 shares of the software giant’s stock valued at $36,874,000 after purchasing an additional 20,559 shares during the period. Bond & Devick Financial Network Inc. raised its holdings in Microsoft by 18.1% in the second quarter. Bond & Devick Financial Network Inc. now owns 14,863 shares of the software giant’s stock worth $7,393,000 after purchasing an additional 2,275 shares in the last quarter. Congress Park Capital LLC raised its holdings in Microsoft by 9.1% in the second quarter. Congress Park Capital LLC now owns 19,955 shares of the software giant’s stock worth $9,926,000 after purchasing an additional 1,663 shares in the last quarter. Mitchell & Pahl Private Wealth LLC raised its holdings in Microsoft by 0.6% in the second quarter. Mitchell & Pahl Private Wealth LLC now owns 15,719 shares of the software giant’s stock worth $7,819,000 after purchasing an additional 90 shares in the last quarter. Finally, Colorado Capital Management Inc. grew its stake in shares of Microsoft by 8.4% in the second quarter. Colorado Capital Management Inc. now owns 2,839 shares of the software giant’s stock worth $1,412,000 after acquiring an additional 221 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 directly owned 39,111 shares of the company’s stock, 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 the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents 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 Trading Up 0.7%

Shares of NASDAQ MSFT 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. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The business has a fifty day simple moving average of $512.38 and a two-hundred day simple moving average of $464.45.

Microsoft (NASDAQ:MSFTGet Free Report) last released its quarterly 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 during 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%.The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the previous year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Scotiabank increased their target price on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Mizuho raised their price objective on Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Jefferies Financial Group lifted their target price on Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Wells Fargo & Company reissued an “overweight” rating and set a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, Sanford C. Bernstein lifted their target price on Microsoft from $540.00 to $637.00 and gave the company an “outperform” 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 given a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $614.45.

View Our Latest Report on Microsoft

About Microsoft

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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