Crown Wealth Group LLC Raises Position in Microsoft Corporation $MSFT

Crown Wealth Group LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,327 shares of the software giant’s stock after purchasing an additional 51 shares during the period. Microsoft comprises 4.2% of Crown Wealth Group LLC’s portfolio, making the stock its 5th largest holding. Crown Wealth Group LLC’s holdings in Microsoft were worth $11,105,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. Legend Financial Advisors Inc. purchased a new position in shares of Microsoft during the 2nd quarter worth $69,000. A. D. Beadell Investment Counsel Inc. boosted its stake in shares of Microsoft by 3.0% during the 2nd quarter. A. D. Beadell Investment Counsel Inc. now owns 5,898 shares of the software giant’s stock worth $2,933,000 after acquiring an additional 170 shares during the last quarter. CX Institutional boosted its stake in shares of Microsoft by 9.7% during the 2nd quarter. CX Institutional now owns 92,380 shares of the software giant’s stock worth $45,951,000 after acquiring an additional 8,204 shares during the last quarter. Holland Advisory Services Inc. boosted its stake in shares of Microsoft by 20.2% during the 2nd quarter. Holland Advisory Services Inc. now owns 3,108 shares of the software giant’s stock worth $1,546,000 after acquiring an additional 522 shares during the last quarter. Finally, Congress Asset Management Co. boosted its stake in shares of Microsoft by 0.4% during the 2nd quarter. Congress Asset Management Co. now owns 662,102 shares of the software giant’s stock worth $329,336,000 after acquiring an additional 2,651 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on 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 completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on 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 of the company’s stock, 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. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $510.96 on Friday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market capitalization of $3.80 trillion, a P/E ratio of 37.46, a PEG ratio of 2.27 and a beta of 1.03. The firm has a fifty day simple moving average of $513.12 and a two-hundred day simple moving average of $471.16. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

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

Microsoft Increases Dividend

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

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Wells Fargo & Company lifted their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock an “overweight” rating in a research note on Monday. Sanford C. Bernstein raised their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Bank of America raised their price objective on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Mizuho raised their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, UBS Group restated a “buy” rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $618.47.

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.