Conrad Siegel Investment Advisors Inc. Has $2.08 Million Stake in Microsoft Corporation $MSFT

Conrad Siegel Investment Advisors Inc. lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 1.0% during the second quarter, according to its most recent filing with the SEC. The firm owned 4,171 shares of the software giant’s stock after selling 43 shares during the period. Microsoft accounts for approximately 0.5% of Conrad Siegel Investment Advisors Inc.’s portfolio, making the stock its 19th largest position. Conrad Siegel Investment Advisors Inc.’s holdings in Microsoft were worth $2,075,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of MSFT. WFA Asset Management Corp increased its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its stake in shares of 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 acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after purchasing an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its stake in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the company’s 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, 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 owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of recent research reports. Barclays restated an “overweight” rating and set a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Royal Bank Of Canada restated a “buy” rating and set a $640.00 price target on shares of Microsoft in a research note on Friday. TD Cowen boosted their price target on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Wells Fargo & Company restated an “overweight” rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $617.63.

Microsoft Price Performance

NASDAQ MSFT opened at $517.35 on Friday. The company has a market cap 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 52 week low of $344.79 and a 52 week high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm’s 50-day simple moving average is $512.83 and its two-hundred day simple moving average is $466.63.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating 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 firm had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same period in the prior year, the business posted $2.95 earnings per share. The company’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

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.