Lakeshore Financial Planning Inc. Has $10.91 Million Holdings in Microsoft Corporation $MSFT

Lakeshore Financial Planning Inc. lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 1.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,933 shares of the software giant’s stock after selling 251 shares during the period. Microsoft comprises about 4.4% of Lakeshore Financial Planning Inc.’s investment portfolio, making the stock its 7th biggest holding. Lakeshore Financial Planning Inc.’s holdings in Microsoft were worth $10,910,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Newton One Investments LLC grew 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 during the period. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft in the fourth quarter valued at about $31,000. Bulwark Capital Corp purchased a new position in shares of Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC lifted its position in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. Finally, LSV Asset Management purchased a new position in shares of Microsoft in the fourth quarter valued at about $44,000. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on MSFT shares. Wells Fargo & Company restated an “overweight” rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Sanford C. Bernstein boosted their target price on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. UBS Group reiterated a “buy” rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Bank of America boosted their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Finally, Arete boosted their target price on Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and an average price target of $617.63.

Microsoft Stock Down 0.8%

Shares of NASDAQ:MSFT opened at $515.74 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The stock has a market cap of $3.83 trillion, a P/E ratio of 37.81, a price-to-earnings-growth ratio of 2.26 and a beta of 1.03. The business’s 50 day moving average is $512.75 and its 200 day moving average is $465.70. 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 (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The company 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%.Microsoft’s revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued 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 boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on 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 sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on 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 sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate 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.