Microsoft Corporation $MSFT Shares Purchased by Vestia Personal Wealth Advisors

Vestia Personal Wealth Advisors lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 7.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,577 shares of the software giant’s stock after purchasing an additional 181 shares during the period. Microsoft comprises about 0.8% of Vestia Personal Wealth Advisors’ portfolio, making the stock its 26th biggest holding. Vestia Personal Wealth Advisors’ holdings in Microsoft were worth $1,282,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. PMV Capital Advisers LLC raised its position in Microsoft by 5.9% during the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock worth $178,000 after acquiring an additional 20 shares during the period. Seek First Inc. raised its position in Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after acquiring an additional 20 shares during the period. Level Financial Advisors raised its position in Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after acquiring an additional 20 shares during the period. Guided Capital Wealth Management LLC raised its position 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 worth $2,688,000 after acquiring an additional 21 shares during the period. Finally, Great Oak Capital Partners LLC raised its position 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 worth $1,157,000 after acquiring an additional 21 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Trading Down 2.2%

Shares of MSFT opened at $510.96 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The firm has a 50-day moving average price of $513.12 and a 200 day moving average price of $471.72. The firm has a market capitalization of $3.80 trillion, a P/E ratio of 37.46, a P/E/G ratio of 2.22 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during 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 revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company 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 $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 of this dividend 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 that occurred 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 transaction, the executive vice president directly 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 link. Also, CEO Satya Nadella sold 149,205 shares of the firm’s 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 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of research analyst reports. Scotiabank upped their price objective on shares of Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. Cantor Fitzgerald upped their price objective 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. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price for the company in a research report on Thursday, July 31st. Wedbush increased their target price on shares of Microsoft from $600.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Finally, BMO Capital Markets increased their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. 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.com, the stock has an average rating of “Moderate Buy” and a consensus price target 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.