Microsoft Corporation $MSFT Shares Bought by SC&H Financial Advisors Inc.

SC&H Financial Advisors Inc. lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 0.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 16,801 shares of the software giant’s stock after acquiring an additional 25 shares during the quarter. Microsoft accounts for 1.4% of SC&H Financial Advisors Inc.’s investment portfolio, making the stock its 16th largest position. SC&H Financial Advisors Inc.’s holdings in Microsoft were worth $8,357,000 as of its most recent filing with the SEC.

Several other large investors have also recently added to or reduced their stakes in MSFT. Brady Martz Wealth Solutions LLC lifted its stake in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after purchasing an additional 95 shares during the last quarter. Real Talk Capital LLC boosted its holdings in shares of Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after acquiring an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its stake in shares of Microsoft by 3.8% in the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock valued at $457,119,000 after purchasing an additional 33,382 shares during the period. Modern Wealth Management LLC lifted its stake in shares of Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the period. Finally, Well Done LLC boosted its position in Microsoft by 8.9% during the second quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock worth $4,930,000 after purchasing an additional 814 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value 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. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was 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 owned 790,852 shares in the company, valued at $399,206,272.56. The trade was 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 currently owned by corporate insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of analyst reports. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Jefferies Financial Group upped their target price on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. UBS Group reaffirmed a “buy” rating and set a $650.00 price target (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Arete upped their price objective on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research note on Wednesday, October 1st. Finally, Wall Street Zen raised shares of Microsoft from a “hold” rating to a “buy” rating in a report on Saturday. One 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 stock. According to MarketBeat.com, Microsoft has a consensus rating of “Moderate Buy” and an average price target of $618.47.

Microsoft Stock Performance

MSFT opened at $514.05 on Tuesday. The firm has a market cap of $3.82 trillion, a PE ratio of 37.69, a P/E/G ratio of 2.22 and a beta of 1.03. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The business has a fifty day simple moving average of $512.69 and a 200-day simple moving average of $473.23. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the previous year, the business earned $2.95 earnings per share. The firm’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed 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 of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend 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 currently 24.34%.

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.