Hartmann Taylor Wealth Management LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.1% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,110 shares of the software giant’s stock after buying an additional 85 shares during the quarter. Microsoft makes up about 1.7% of Hartmann Taylor Wealth Management LLC’s investment portfolio, making the stock its 16th largest holding. Hartmann Taylor Wealth Management LLC’s holdings in Microsoft were worth $2,045,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. EWG Elevate Inc. raised its position in Microsoft by 11.2% in the second quarter. EWG Elevate Inc. now owns 6,162 shares of the software giant’s stock worth $3,065,000 after acquiring an additional 621 shares during the period. Buttonwood Financial Advisors Inc. raised its holdings in Microsoft by 2.1% in the 2nd quarter. Buttonwood Financial Advisors Inc. now owns 27,040 shares of the software giant’s stock worth $13,450,000 after purchasing an additional 569 shares during the period. Kopp Family Office LLC raised its holdings in Microsoft by 1.1% in the 2nd quarter. Kopp Family Office LLC now owns 6,724 shares of the software giant’s stock worth $3,345,000 after purchasing an additional 72 shares during the period. Northside Capital Management LLC lifted its position in Microsoft by 108.0% during the second quarter. Northside Capital Management LLC now owns 66,527 shares of the software giant’s stock valued at $33,091,000 after purchasing an additional 34,548 shares in the last quarter. Finally, IMS Capital Management bought a new stake in Microsoft during the second quarter valued at about $11,029,000. 71.13% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In
Several research firms have recently commented on MSFT. KeyCorp raised Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective on the stock in a research note on Thursday, July 31st. TD Cowen raised their target price on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Oppenheimer lifted their price target on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Jefferies Financial Group increased their price objective on shares of Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Finally, Wedbush raised their price objective on shares of Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $618.47.
Microsoft Stock Up 2.2%
Shares of MSFT opened at $528.57 on Tuesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The stock has a market capitalization of $3.93 trillion, a price-to-earnings ratio of 38.75, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The business’s 50 day simple moving average is $513.15 and its 200-day simple moving average is $468.70.
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft’s quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.
Microsoft Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.
Insider Activity
In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company’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 disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.
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.
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