Cherrydale Wealth Management LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

Cherrydale Wealth Management LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 2.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,483 shares of the software giant’s stock after buying an additional 149 shares during the quarter. Microsoft makes up about 1.1% of Cherrydale Wealth Management LLC’s holdings, making the stock its 14th largest position. Cherrydale Wealth Management LLC’s holdings in Microsoft were worth $3,225,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. WFA Asset Management Corp boosted its position in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. grew its stake in Microsoft by 0.3% in the 2nd 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 in the last quarter. Discipline Wealth Solutions LLC lifted 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 in the last quarter. Wealth Group Ltd. lifted its position in shares of Microsoft by 1.2% during 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 in the last quarter. Finally, Eagle Capital Management LLC boosted its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of MSFT opened at $517.35 on Friday. The company has a 50-day simple moving average of $512.83 and a two-hundred day simple moving average of $466.63. 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 $3.85 trillion, a PE ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

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, topping the consensus estimate of $3.35 by $0.30. The firm 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 business’s revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This is an increase 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 payout ratio is 24.34%.

Analyst Ratings Changes

MSFT has been the topic of a number of analyst reports. UBS Group reiterated a “buy” rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Morgan Stanley increased 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. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Arete increased their target price on shares of Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research note on Wednesday. Finally, BMO Capital Markets boosted their price target on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $617.63.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company’s 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 sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at approximately $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 owned by corporate insiders.

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.