Buska Wealth Management LLC Has $333,000 Stock Position in Microsoft Corporation $MSFT

Buska Wealth Management LLC decreased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 5.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 670 shares of the software giant’s stock after selling 36 shares during the quarter. Buska Wealth Management LLC’s holdings in Microsoft were worth $333,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of MSFT. Bulwark Capital Corp bought a new position in Microsoft during the 2nd quarter worth approximately $32,000. Westend Capital Management LLC lifted its stake in 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 buying an additional 58 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new position in Microsoft in the fourth quarter valued at approximately $31,000. Newton One Investments LLC lifted its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares in the last quarter. Finally, LSV Asset Management bought a new position in Microsoft in the fourth quarter valued at approximately $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Cantor Fitzgerald lifted their price target on shares of Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Arete boosted their price objective on shares of Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research report on Wednesday. BMO Capital Markets boosted their target price on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Truist Financial boosted their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a report on Monday, August 18th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $617.63.

Microsoft Trading Up 0.3%

Shares of Microsoft stock opened at $517.35 on Friday. The firm has a 50-day moving average of $512.83 and a 200-day moving average of $466.63. The stock has a market cap of $3.85 trillion, a PE ratio of 37.93, a PEG ratio of 2.25 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.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the previous year, the business posted $2.95 earnings per share. Microsoft’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, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

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.