Xcel Wealth Management LLC Purchases 2,443 Shares of Microsoft Corporation $MSFT

Xcel Wealth Management LLC raised its position in Microsoft Corporation (NASDAQ:MSFT) by 106.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,731 shares of the software giant’s stock after buying an additional 2,443 shares during the quarter. Xcel Wealth Management LLC’s holdings in Microsoft were worth $2,353,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the company. PMV Capital Advisers LLC raised its stake in shares of Microsoft by 5.9% in 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 during the period. Seek First Inc. raised its stake in shares of Microsoft by 1.5% in 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 during the period. Guided Capital Wealth Management LLC raised its stake in shares of Microsoft by 0.4% in 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 during the period. Great Oak Capital Partners LLC raised its stake in shares of Microsoft by 0.9% during the 2nd quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant’s stock valued at $1,157,000 after purchasing an additional 21 shares during the period. Finally, Birchbrook Inc. raised its stake in shares of Microsoft by 0.4% during the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock valued at $2,375,000 after purchasing an additional 23 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.2%

Shares of MSFT stock opened at $524.85 on Thursday. The stock has a market capitalization of $3.90 trillion, a PE ratio of 38.48, a P/E/G ratio of 2.28 and a beta of 1.03. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The business has a 50-day moving average of $513.61 and a 200 day moving average of $469.46. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT) last issued its earnings results 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 company had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the prior year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors 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 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%.

Analysts Set New Price Targets

A number of research firms recently issued reports on MSFT. Oppenheimer boosted their price objective on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. DA Davidson boosted their price objective on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Mizuho boosted their price objective on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. BMO Capital Markets boosted their price objective on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Bank of America boosted their price objective on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

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.