Microsoft Corporation $MSFT Shares Bought by KFG Wealth Management LLC

KFG Wealth Management LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 33.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,990 shares of the software giant’s stock after buying an additional 1,748 shares during the quarter. KFG Wealth Management LLC’s holdings in Microsoft were worth $3,477,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Brady Martz Wealth Solutions LLC grew its stake in shares of Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after acquiring an additional 95 shares in the last quarter. Real Talk Capital LLC raised its holdings in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after acquiring an additional 37 shares in the last quarter. Modern Wealth Management LLC increased its position in shares of Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock worth $54,376,000 after purchasing an additional 40,860 shares during the last quarter. Lantz Financial LLC raised its stake in shares of Microsoft by 2.5% in the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant’s stock valued at $12,042,000 after purchasing an additional 580 shares in the last quarter. Finally, Bridgeway Capital Management LLC lifted its position in shares of Microsoft by 8.3% during the first quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant’s stock worth $32,463,000 after purchasing an additional 6,617 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on 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 owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was 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 available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares of the company’s stock, 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. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

Shares of MSFT stock opened at $515.74 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 37.81, a price-to-earnings-growth ratio of 2.26 and a beta of 1.03. The business has a 50 day simple moving average of $512.75 and a 200 day simple moving average of $465.70.

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 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%.The firm’s quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Analyst Ratings Changes

Several analysts have issued reports on the company. UBS Group restated a “buy” rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Morgan Stanley upped their price target on Microsoft from $582.00 to $625.00 and gave the company an “overweight” rating in a research report on Friday, September 26th. Arete lifted their price objective on shares of Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a report on Wednesday. DA Davidson boosted their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Finally, Raymond James Financial raised their price target on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $617.63.

Microsoft 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.