Narus Financial Partners LLC Has $1.85 Million Holdings in Microsoft Corporation $MSFT

Narus Financial Partners LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 4.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,724 shares of the software giant’s stock after purchasing an additional 173 shares during the period. Narus Financial Partners LLC’s holdings in Microsoft were worth $1,853,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Bulwark Capital Corp bought a new position in shares of Microsoft during the 2nd quarter worth about $32,000. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the fourth quarter worth about $31,000. Newton One Investments LLC boosted its holdings in Microsoft by 66.7% during the first 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 in the last quarter. LSV Asset Management bought a new stake in shares of Microsoft in the 4th quarter valued at approximately $44,000. Finally, IFS Advisors LLC raised its holdings 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 buying an additional 50 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Up 0.3%

Shares of MSFT opened at $519.71 on Thursday. The firm has a market capitalization of $3.86 trillion, a price-to-earnings ratio of 38.10, a PEG ratio of 2.26 and a beta of 1.03. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. 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 business’s fifty day moving average price is $512.66 and its two-hundred day moving average price is $464.83.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 32.44% and a net margin of 36.15%.The firm’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 24.34%.

Insider Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction 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 completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of several recent analyst reports. Barclays reaffirmed an “overweight” rating and issued a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Loop Capital boosted their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Bank of America increased their target price on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. DA Davidson boosted their price target on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Finally, TD Cowen upped their price objective on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $617.63.

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.