Microsoft Corporation $MSFT Stock Holdings Lifted by Warren Street Wealth Advisors LLC

Warren Street Wealth Advisors LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 8.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 9,901 shares of the software giant’s stock after buying an additional 742 shares during the quarter. Microsoft makes up 1.6% of Warren Street Wealth Advisors LLC’s portfolio, making the stock its 14th biggest position. Warren Street Wealth Advisors LLC’s holdings in Microsoft were worth $4,925,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of MSFT. Newton One Investments LLC lifted its position 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 during the last quarter. Bulwark Capital Corp bought a new stake in shares of Microsoft during the 2nd quarter worth about $32,000. Westend Capital Management LLC raised its position in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares in the last quarter. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter worth about $44,000. Finally, IFS Advisors LLC raised its position in shares of Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after buying an additional 50 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated 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 completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of Microsoft stock opened at $517.66 on Wednesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a fifty day moving average price of $511.49 and a two-hundred day moving average price of $478.38. The company has a market cap of $3.85 trillion, a PE ratio of 37.95, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share 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 firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the firm earned $2.95 EPS. The business’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Analysts expect 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 given a dividend of $0.91 per share. This is an increase 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 is 24.34%.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent analyst reports. Scotiabank boosted their price target 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. BMO Capital Markets lifted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Royal Bank Of Canada reissued a “buy” rating and issued a $640.00 target price on shares of Microsoft in a research report on Friday, October 3rd. Wells Fargo & Company boosted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company an “overweight” rating in a research report on Monday, October 6th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a research report on Wednesday, October 8th. One investment 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, Microsoft has an average rating of “Moderate Buy” and an average target price of $618.97.

About Microsoft

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.