Kelly Financial Group LLC Has $5.06 Million Position in Microsoft Corporation $MSFT

Kelly Financial Group LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 2.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,173 shares of the software giant’s stock after acquiring an additional 271 shares during the quarter. Microsoft makes up about 0.8% of Kelly Financial Group LLC’s investment portfolio, making the stock its 16th largest holding. Kelly Financial Group LLC’s holdings in Microsoft were worth $5,060,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Newton One Investments LLC lifted its stake in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft during the 4th quarter worth about $31,000. Bulwark Capital Corp acquired a new stake in shares of Microsoft during the 2nd quarter worth about $32,000. Westend Capital Management LLC lifted its stake in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft during the 4th quarter worth about $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Up 0.3%

Shares of NASDAQ 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. 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. The company’s 50 day moving average price is $512.83 and its 200-day moving average price is $467.17.

Microsoft (NASDAQ:MSFT) last issued 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 firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current 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 given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 24.34%.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on 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 owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

Analyst Ratings Changes

MSFT has been the subject of several analyst reports. Arete lifted their price objective on shares of Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research note on Wednesday. Stifel Nicolaus raised their target price on shares of Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. DA Davidson raised their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Oppenheimer raised their target price on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Finally, KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price on the stock in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Microsoft presently has an average 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.