Microsoft Corporation $MSFT Shares Acquired by New Insight Wealth Advisors

New Insight Wealth Advisors lifted its position in shares of Microsoft Corporation (NASDAQ:MSFTFree Report) by 1.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,721 shares of the software giant’s stock after buying an additional 163 shares during the period. Microsoft makes up about 2.2% of New Insight Wealth Advisors’ holdings, making the stock its 12th biggest holding. New Insight Wealth Advisors’ holdings in Microsoft were worth $5,333,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. Newton One Investments LLC increased its holdings in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft in the 4th quarter valued at $31,000. Bulwark Capital Corp acquired a new stake in shares of Microsoft during the second quarter valued at about $32,000. Westend Capital Management LLC grew its stake in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares in the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft during the fourth quarter valued at about $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred 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 transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred 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 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 disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Price Performance

NASDAQ MSFT opened at $510.96 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. 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 firm has a market capitalization of $3.80 trillion, a PE ratio of 37.46, a P/E/G ratio of 2.27 and a beta of 1.03. The company’s 50 day simple moving average is $513.12 and its 200 day simple moving average is $471.16.

Microsoft (NASDAQ:MSFTGet Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The business 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%. The business’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter last year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast 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. Shareholders of record on Thursday, November 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on MSFT. Oppenheimer raised their target price on Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Royal Bank Of Canada restated a “buy” rating and set a $640.00 target price on shares of Microsoft in a research note on Friday, October 3rd. Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday. Stifel Nicolaus raised their target price on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, July 28th. Finally, Citigroup increased their price target on shares of Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research report on Tuesday, July 22nd. One equities research 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 data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $618.47.

Get Our Latest Stock Analysis on MSFT

About Microsoft

(Free Report)

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.

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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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