Legacy Solutions LLC Buys 301 Shares of Microsoft Corporation $MSFT

Legacy Solutions LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 16.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,146 shares of the software giant’s stock after acquiring an additional 301 shares during the quarter. Microsoft comprises about 1.0% of Legacy Solutions LLC’s portfolio, making the stock its 20th largest holding. Legacy Solutions LLC’s holdings in Microsoft were worth $1,067,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brady Martz Wealth Solutions LLC lifted its position in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after purchasing an additional 95 shares during the last quarter. Real Talk Capital LLC lifted its position in Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the last quarter. Modern Wealth Management LLC lifted its position in Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the last quarter. Lantz Financial LLC lifted its position in Microsoft by 2.5% during the second 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 last quarter. Finally, Bridgeway Capital Management LLC lifted its position in Microsoft by 8.3% during the first 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 last quarter. Institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 0.9%

MSFT stock opened at $523.98 on Wednesday. The firm has a 50 day moving average of $513.38 and a 200 day moving average of $469.08. The stock has a market capitalization of $3.89 trillion, a PE ratio of 38.41, a price-to-earnings-growth ratio of 2.30 and a beta of 1.03. 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 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating 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 business had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same period in the previous year, the business posted $2.95 EPS. The business’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company 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 dividend of $0.91 per share. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on MSFT shares. Oppenheimer increased their target price on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Truist Financial increased their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a report on Monday, August 18th. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Wedbush increased their target price on shares of Microsoft from $600.00 to $625.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Citigroup increased their target price on shares of Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a report on Tuesday, July 22nd. One investment 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. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $618.47.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business’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. The trade was a 15.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $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 owned by 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.