Accurate Wealth Management LLC Boosts Stake in Microsoft Corporation $MSFT

Accurate Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 28.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 32,832 shares of the software giant’s stock after acquiring an additional 7,278 shares during the quarter. Microsoft accounts for about 2.5% of Accurate Wealth Management LLC’s investment portfolio, making the stock its 5th biggest position. Accurate Wealth Management LLC’s holdings in Microsoft were worth $16,466,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MSFT. Bulwark Capital Corp bought a new stake in Microsoft during the second quarter worth about $32,000. Westend Capital Management LLC grew its stake in Microsoft by 386.7% during 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 during the last quarter. Ball & Co Wealth Management Inc. bought a new stake in Microsoft during the fourth quarter worth about $31,000. Newton One Investments LLC grew its stake in 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 buying an additional 30 shares during the last quarter. Finally, LSV Asset Management bought a new stake in Microsoft during the fourth quarter worth about $44,000. Institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several research analyst reports. Raymond James Financial upped their price objective on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research note on Monday, July 28th. Evercore ISI upped their target price on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research report on Friday, July 25th. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Melius Research upped their target price on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Finally, Cantor Fitzgerald upped their target price on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. One equities 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 company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $617.63.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the 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 completion of the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’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 completion of the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Microsoft Stock Up 0.3%

Shares of MSFT stock opened at $517.35 on Monday. The firm has a fifty day moving average of $512.83 and a 200-day moving average of $467.74. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a market capitalization of $3.85 trillion, a price-to-earnings ratio of 37.93, a P/E/G ratio of 2.25 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 earnings per share. The firm’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed 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 positive change 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 of this dividend is Thursday, November 20th. Microsoft’s payout ratio is currently 24.34%.

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.