Palumbo Wealth Management LLC Has $9.99 Million Stock Position in Microsoft Corporation $MSFT

Palumbo Wealth Management LLC boosted its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,081 shares of the software giant’s stock after buying an additional 59 shares during the period. Microsoft accounts for 3.1% of Palumbo Wealth Management LLC’s portfolio, making the stock its 7th biggest holding. Palumbo Wealth Management LLC’s holdings in Microsoft were worth $9,989,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. lifted 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 acquiring an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC lifted its holdings in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after acquiring an additional 90,533,328 shares during the last quarter. Northern Trust Corp lifted its holdings in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in Microsoft by 3.8% in 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 valued at $23,374,718,000 after acquiring an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Microsoft by 9.8% in 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 valued at $25,273,704,000 after acquiring an additional 5,370,546 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was 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 company insiders.

Microsoft Price Performance

Shares of MSFT opened at $524.85 on Thursday. 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 has a market cap of $3.90 trillion, a PE ratio of 38.48, a PEG ratio of 2.28 and a beta of 1.03. The firm’s 50 day moving average price is $513.61 and its 200 day moving average price is $469.46. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results 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 company 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%. Microsoft’s quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared 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. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is 24.34%.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Truist Financial upped 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. Evercore ISI upped their price objective on shares of Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Sanford C. Bernstein upped their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Barclays reaffirmed an “overweight” rating and set a $625.00 price objective on shares of Microsoft in a research note on Friday, August 29th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $618.47.

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.