Microsoft Corporation $MSFT Position Boosted by Level Financial Advisors

Level Financial Advisors grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,680 shares of the software giant’s stock after purchasing an additional 20 shares during the period. Level Financial Advisors’ holdings in Microsoft were worth $1,333,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the business. PMV Capital Advisers LLC lifted its stake in Microsoft by 5.9% during the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after buying an additional 20 shares in the last quarter. Seek First Inc. lifted its stake in Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after buying an additional 20 shares in the last quarter. Guided Capital Wealth Management LLC lifted its stake in Microsoft by 0.4% during the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock valued at $2,688,000 after buying an additional 21 shares in the last quarter. Great Oak Capital Partners LLC lifted its stake in Microsoft by 0.9% during the second quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant’s stock valued at $1,157,000 after buying an additional 21 shares in the last quarter. Finally, Birchbrook Inc. lifted its stake in Microsoft by 0.4% during the first quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock valued at $2,375,000 after buying an additional 23 shares in the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on MSFT. Mizuho upped their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Cantor Fitzgerald increased their price target on shares of Microsoft from $581.00 to $639.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Bank of America increased their price target on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. UBS Group reissued a “buy” rating and issued a $650.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Wells Fargo & Company increased their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock an “overweight” rating in a research report 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 assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

Microsoft Trading Up 0.2%

Shares of MSFT stock opened at $524.85 on Thursday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The business’s 50 day moving average is $513.61 and its two-hundred day moving average is $469.46. The company has a market cap of $3.90 trillion, a PE ratio of 38.48, a price-to-earnings-growth ratio of 2.28 and a beta of 1.03.

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

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. 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. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is 24.34%.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction 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 sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction 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 owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

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.