Kelly Financial Services LLC Increases Holdings in Microsoft Corporation $MSFT

Kelly Financial Services LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,457 shares of the software giant’s stock after acquiring an additional 39 shares during the quarter. Kelly Financial Services LLC’s holdings in Microsoft were worth $2,217,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. PMV Capital Advisers LLC boosted its position in Microsoft by 5.9% in the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after buying an additional 20 shares during the last quarter. Seek First Inc. raised its stake in shares of Microsoft by 1.5% in the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after purchasing an additional 20 shares in the last quarter. Level Financial Advisors raised its stake in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after purchasing an additional 20 shares in the last quarter. Guided Capital Wealth Management LLC raised its stake in shares of Microsoft by 0.4% in the 2nd quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant’s stock valued at $2,688,000 after purchasing an additional 21 shares in the last quarter. Finally, Great Oak Capital Partners LLC raised its stake in shares of Microsoft by 0.9% in the 2nd quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant’s stock valued at $1,157,000 after purchasing an additional 21 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft 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 value of $2,557,502.00. Following the sale, the executive vice president 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 document filed with the Securities & Exchange Commission, which can be accessed 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 shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, 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 position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on MSFT shares. Morgan Stanley restated an “overweight” rating on shares of Microsoft in a research note on Thursday, October 9th. Westpark Capital restated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Truist Financial upped their target price on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 18th. Evercore ISI upped their target price on shares of Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Finally, UBS Group restated a “buy” rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and an average target price of $618.47.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $511.61 on Friday. 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 firm’s 50-day moving average price is $511.99 and its two-hundred day moving average price is $474.73. 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 37.51, a P/E/G ratio of 2.24 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (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 firm had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the company posted $2.95 earnings per share. Microsoft’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently declared 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. The ex-dividend date is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 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.