David Wealth Management LLC Buys 165 Shares of Microsoft Corporation $MSFT

David Wealth Management LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 22.3% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 904 shares of the software giant’s stock after acquiring an additional 165 shares during the period. Microsoft makes up approximately 0.3% of David Wealth Management LLC’s holdings, making the stock its 29th biggest position. David Wealth Management LLC’s holdings in Microsoft were worth $449,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. PMV Capital Advisers LLC lifted its stake in Microsoft by 5.9% during the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after acquiring an additional 20 shares during the period. Seek First Inc. lifted its stake in Microsoft by 1.5% during the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after acquiring an additional 20 shares during the period. Level Financial Advisors lifted its stake in Microsoft by 0.8% during the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after acquiring an additional 20 shares during the period. Red Mountain Financial LLC increased its position in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after purchasing an additional 20 shares during the last quarter. Finally, Onyx Financial Advisors LLC increased its position in shares of Microsoft by 0.3% during the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after purchasing an additional 20 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on MSFT. Sanford C. Bernstein upped their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Oppenheimer upped their price target on shares of Microsoft from $600.00 to $630.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. TD Cowen upped their price target on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. UBS Group reaffirmed a “buy” rating on shares of Microsoft in a research report on Wednesday, October 22nd. Finally, BMO Capital Markets upped their price target on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and an average price target of $617.41.

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction on 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 transaction, the chief executive officer directly 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 transaction 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 on 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 transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Trading Up 1.5%

MSFT stock opened at $531.52 on Tuesday. The firm has a fifty day moving average price of $511.81 and a 200 day moving average price of $483.46. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. 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 firm has a market cap of $3.95 trillion, a PE ratio of 38.97, a price-to-earnings-growth ratio of 2.28 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last posted its 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 analyst estimates of $73.79 billion. During the same period last year, the firm posted $2.95 earnings per share. Microsoft’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s payout ratio 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.