Microsoft Corporation $MSFT Stock Position Raised by Total Wealth Planning LLC

Total Wealth Planning LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,189 shares of the software giant’s stock after purchasing an additional 81 shares during the period. Total Wealth Planning LLC’s holdings in Microsoft were worth $591,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Brady Martz Wealth Solutions LLC lifted its stake 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 stake 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 stake 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 stake 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 stake 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. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Down 0.9%

Microsoft stock opened at $523.98 on Wednesday. The firm has a market cap of $3.89 trillion, a PE ratio of 38.41, a P/E/G ratio of 2.30 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The firm’s 50 day moving average price is $513.38 and its two-hundred day moving average price is $469.08. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. The firm 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% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders 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 yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Analyst Ratings Changes

MSFT has been the subject of several recent research reports. DA Davidson increased their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Weiss Ratings restated a “buy (b)” rating on shares of Microsoft in a report on Saturday, September 27th. Raymond James Financial boosted their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Bank of America boosted their price target on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Finally, Truist Financial boosted their price target on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. One research 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $618.47.

Insider Activity at Microsoft

In other Microsoft news, 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 transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 completion of the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% 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.

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.