Microsoft Corporation $MSFT Shares Purchased by tru Independence LLC

tru Independence LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT) by 11.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,618 shares of the software giant’s stock after purchasing an additional 1,180 shares during the period. Microsoft comprises 1.7% of tru Independence LLC’s investment portfolio, making the stock its 16th biggest position. tru Independence LLC’s holdings in Microsoft were worth $5,779,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. Newton One Investments LLC increased its position in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. acquired a new position in shares of Microsoft during the fourth quarter worth $31,000. Bulwark Capital Corp purchased a new position in Microsoft in the second quarter valued at $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 valued at $36,000 after buying an additional 58 shares in the last quarter. Finally, LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth about $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity

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

Microsoft Trading Up 2.2%

Shares of MSFT stock opened at $528.57 on Tuesday. The company has a market capitalization of $3.93 trillion, a P/E ratio of 38.75, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The business’s 50 day moving average is $513.15 and its two-hundred day moving average is $468.70. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last issued 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 firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same period last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on MSFT shares. Truist Financial raised their target price on Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research report on Monday, August 18th. Scotiabank raised their price objective on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a report on Thursday, July 31st. Arete boosted their price objective on shares of Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research report on Wednesday, October 1st. Evercore ISI increased their target price on shares of Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research report on Friday, July 25th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a research report on Saturday, September 27th. One investment 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 stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $618.47.

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.