Microsoft Corporation $MSFT is Opal Wealth Advisors LLC’s 9th Largest Position

Opal Wealth Advisors LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 10.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,044 shares of the software giant’s stock after purchasing an additional 913 shares during the period. Microsoft accounts for approximately 1.4% of Opal Wealth Advisors LLC’s portfolio, making the stock its 9th largest position. Opal Wealth Advisors LLC’s holdings in Microsoft were worth $4,996,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of MSFT. Newton One Investments LLC boosted its holdings in shares of Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. bought a new position in Microsoft in the fourth quarter worth about $31,000. Bulwark Capital Corp bought a new position in Microsoft in the second quarter worth about $32,000. Westend Capital Management LLC raised 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 worth $36,000 after buying an additional 58 shares in the last quarter. Finally, LSV Asset Management bought a new position in Microsoft in the fourth quarter worth about $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm’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 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 $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of MSFT opened at $517.35 on Friday. The company has a market capitalization of $3.85 trillion, a P/E ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. 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 has a 50 day moving average of $512.83 and a 200 day moving average of $466.63. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the company posted $2.95 earnings per share. The firm’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, equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. 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 is Thursday, November 20th. Microsoft’s dividend payout ratio is 24.34%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on MSFT shares. Scotiabank increased their price target on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Loop Capital increased their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. Citigroup increased their price target on shares of Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research note on Tuesday, July 22nd. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Truist Financial increased their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research note on Monday, August 18th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $617.63.

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.