Bannerman Wealth Management Group LLC Makes New Investment in Microsoft Corporation $MSFT

Bannerman Wealth Management Group LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT) during the second quarter, according to its most recent disclosure with the SEC. The firm bought 1,069 shares of the software giant’s stock, valued at approximately $532,000. Microsoft comprises about 0.4% of Bannerman Wealth Management Group LLC’s holdings, making the stock its 25th largest position.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in MSFT. PMV Capital Advisers LLC lifted its position in Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after purchasing an additional 20 shares during the period. Seek First Inc. lifted its position in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after acquiring an additional 20 shares in the last quarter. Guided Capital Wealth Management LLC lifted its stake in shares of Microsoft by 0.4% during the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock valued at $2,688,000 after buying an additional 21 shares during the period. Fosun International Ltd lifted its position in Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock worth $2,490,000 after buying an additional 23 shares during the period. Finally, Birchbrook Inc. increased its position in Microsoft by 0.4% during the first quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock worth $2,375,000 after purchasing an additional 23 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on MSFT shares. Evercore ISI boosted their price objective on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. Westpark Capital restated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Bank of America increased their target price on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Oppenheimer increased their price target on Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Finally, Truist Financial raised their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, August 18th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $528.57 on Tuesday. 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 twelve month low of $344.79 and a twelve month high of $555.45. The business has a 50 day moving average price of $513.15 and a 200 day moving average price of $468.70. The company has a market cap of $3.93 trillion, a price-to-earnings ratio of 38.75, a PEG ratio of 2.25 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last posted 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 for the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the firm posted $2.95 EPS. The business’s revenue was up 18.1% compared to the same quarter last year. 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 disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is currently 24.34%.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

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.