Wagner Wealth Management LLC Increases Stock Holdings in Microsoft Corporation $MSFT

Wagner Wealth Management LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 9.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,638 shares of the software giant’s stock after purchasing an additional 814 shares during the period. Microsoft comprises 1.1% of Wagner Wealth Management LLC’s portfolio, making the stock its 24th biggest holding. Wagner Wealth Management LLC’s holdings in Microsoft were worth $4,794,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of MSFT. Brady Martz Wealth Solutions LLC raised its stake in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after buying an additional 95 shares during the period. Real Talk Capital LLC raised its stake in Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the period. Bank Pictet & Cie Europe AG raised its stake in Microsoft by 3.8% during the 2nd 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 raised its stake in Microsoft by 39.3% during the 1st 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 raised its stake in Microsoft by 8.9% during the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after purchasing an additional 814 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, 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 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 approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction 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 of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

Shares of Microsoft stock opened at $513.57 on Wednesday. The stock has a market cap of $3.82 trillion, a price-to-earnings ratio of 37.65, a price-to-earnings-growth ratio of 2.24 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a 50 day moving average price of $512.41 and a 200-day moving average price of $473.51. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The firm 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%.The company’s quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several recent analyst reports. Stifel Nicolaus lifted 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. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. Piper Sandler lifted their target price on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. BMO Capital Markets lifted their target price on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Scotiabank lifted their price objective on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note 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 assigned a Hold rating to the company. According to MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and an average 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.