Westfuller Advisors LLC Raises Stake in Microsoft Corporation $MSFT

Westfuller Advisors LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 13.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,931 shares of the software giant’s stock after purchasing an additional 454 shares during the period. Microsoft comprises approximately 1.1% of Westfuller Advisors LLC’s investment portfolio, making the stock its 22nd largest holding. Westfuller Advisors LLC’s holdings in Microsoft were worth $1,955,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of MSFT. Bulwark Capital Corp acquired a new position in shares of Microsoft during the 2nd quarter worth approximately $32,000. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the 4th quarter valued at $31,000. Newton One Investments LLC raised 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 valued at $28,000 after purchasing an additional 30 shares during the last quarter. LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at $44,000. Finally, IFS Advisors LLC increased its stake in shares of 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 acquiring an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 $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.

Analysts Set New Price Targets

A number of brokerages have issued reports on MSFT. Bank of America raised their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Cantor Fitzgerald increased their price target on Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Morgan Stanley increased their price target on Microsoft from $582.00 to $625.00 and gave the stock an “overweight” rating in a report on Friday, September 26th. Jefferies Financial Group increased their price target on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Finally, Scotiabank raised their target price on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $614.45.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $517.95 on Wednesday. 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 Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization 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 stock’s 50-day simple moving average is $512.38 and its 200-day simple moving average is $464.45.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the company earned $2.95 EPS. The business’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company 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 represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 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.