Avaii Wealth Management LLC Has $1.22 Million Position in Microsoft Corporation $MSFT

Avaii Wealth Management LLC grew its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,451 shares of the software giant’s stock after purchasing an additional 46 shares during the period. Microsoft comprises approximately 0.5% of Avaii Wealth Management LLC’s investment portfolio, making the stock its 25th largest position. Avaii Wealth Management LLC’s holdings in Microsoft were worth $1,219,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in MSFT. Vanguard Group Inc. raised its holdings in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after buying an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC raised its holdings in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the last quarter. Northern Trust Corp raised its holdings in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock worth $23,374,718,000 after purchasing an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock worth $25,273,704,000 after purchasing an additional 5,370,546 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

MSFT opened at $524.85 on Thursday. 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 has a market capitalization of $3.90 trillion, a price-to-earnings ratio of 38.48, a P/E/G ratio of 2.28 and a beta of 1.03. The firm’s fifty day moving average price is $513.61 and its two-hundred day moving average price is $469.46. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. This is an increase 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 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s payout ratio is presently 24.34%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on the stock. Scotiabank raised their price target 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. Bank of America raised their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Loop Capital raised their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. BMO Capital Markets raised their price target on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $618.47.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business’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 transaction, the chief executive officer directly 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 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 stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $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 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.