Southland Equity Partners LLC Has $5.02 Million Stock Holdings in Microsoft Corporation $MSFT

Southland Equity Partners LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,086 shares of the software giant’s stock after acquiring an additional 330 shares during the quarter. Microsoft accounts for about 1.1% of Southland Equity Partners LLC’s portfolio, making the stock its 22nd largest position. Southland Equity Partners LLC’s holdings in Microsoft were worth $5,017,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. WFA Asset Management Corp lifted its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its position in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its holdings in Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated 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 transaction, the chief executive officer directly 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated 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 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 disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Performance

Shares of MSFT opened at $519.71 on Thursday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a market cap of $3.86 trillion, a PE ratio of 38.10, a P/E/G ratio of 2.26 and a beta of 1.03. The stock has a 50-day moving average of $512.66 and a 200-day moving average of $464.83. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

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 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 in the prior year, the company earned $2.95 earnings per share. The company’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date 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 (DPR) is presently 24.34%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on MSFT. Morgan Stanley raised their price target on shares of Microsoft from $582.00 to $625.00 and gave the stock an “overweight” rating in a report on Friday, September 26th. Wall Street Zen downgraded shares of Microsoft from a “buy” rating to a “hold” rating in a research note on Saturday, September 20th. Arete upped their price target on shares of Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research report on Wednesday. Loop Capital increased their price target on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. Finally, Westpark Capital reissued a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the stock 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.