Microsoft Corporation $MSFT Shares Purchased by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 4.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 95,565 shares of the software giant’s stock after acquiring an additional 3,693 shares during the quarter. Microsoft accounts for 1.1% of Wealthcare Advisory Partners LLC’s investment portfolio, making the stock its 16th largest position. Wealthcare Advisory Partners LLC’s holdings in Microsoft were worth $47,535,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in MSFT. WFA Asset Management Corp lifted its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 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 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 MSFT opened at $523.61 on Monday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm’s fifty day simple moving average is $511.52 and its 200-day simple moving average is $482.47. The firm has a market capitalization of $3.89 trillion, a price-to-earnings ratio of 38.39, a PEG ratio of 2.28 and a beta of 1.03. 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 (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s revenue was up 18.1% on a year-over-year basis. During the same period last year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts forecast 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. Shareholders 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 is a positive change 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 is 24.34%.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Cantor Fitzgerald increased their price objective on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Wedbush reiterated an “outperform” rating and issued a $625.00 price objective on shares of Microsoft in a research note on Wednesday, October 22nd. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Barclays reiterated an “overweight” rating and issued a $625.00 price objective on shares of Microsoft in a research note on Friday, August 29th. Finally, Arete raised their price objective on shares of Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, Microsoft has a consensus rating of “Moderate Buy” and an average target price of $617.44.

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.