Affinity Wealth Management LLC Has $16.79 Million Stake in Microsoft Corporation $MSFT

Affinity Wealth Management LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,764 shares of the software giant’s stock after purchasing an additional 268 shares during the period. Microsoft accounts for 2.7% of Affinity Wealth Management LLC’s portfolio, making the stock its 14th largest position. Affinity Wealth Management LLC’s holdings in Microsoft were worth $16,794,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of MSFT. Brady Martz Wealth Solutions LLC grew its holdings in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after acquiring an additional 95 shares during the period. Real Talk Capital LLC boosted its position in shares of Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after purchasing an additional 37 shares in the last quarter. Modern Wealth Management LLC boosted its position in shares of Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock worth $54,376,000 after purchasing an additional 40,860 shares in the last quarter. Lantz Financial LLC raised its stake in shares of Microsoft by 2.5% in the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant’s stock valued at $12,042,000 after purchasing an additional 580 shares during the period. Finally, Bridgeway Capital Management LLC raised its stake in shares of Microsoft by 8.3% in the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant’s stock valued at $32,463,000 after purchasing an additional 6,617 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analyst Ratings Changes

MSFT has been the topic of several analyst reports. Truist Financial boosted their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research report on Monday, August 18th. Oppenheimer increased their target price on shares of Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Raymond James Financial increased their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an “outperform” rating in a research report on Monday, July 28th. TD Cowen upped their price target on shares of Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Finally, Wells Fargo & Company increased their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a research note on Monday. 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’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $618.47.

Microsoft Stock Down 0.9%

MSFT opened at $523.98 on Wednesday. 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 company’s 50-day moving average is $513.38 and its 200 day moving average is $469.08. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.89 trillion, a P/E ratio of 38.41, a PEG ratio of 2.30 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates 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 firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Insiders Place Their Bets

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

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.