Microsoft Corporation $MSFT is PUREfi Wealth LLC’s 3rd Largest Position

PUREfi Wealth LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 9.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,419 shares of the software giant’s stock after acquiring an additional 933 shares during the quarter. Microsoft comprises about 4.1% of PUREfi Wealth LLC’s investment portfolio, making the stock its 3rd biggest holding. PUREfi Wealth LLC’s holdings in Microsoft were worth $5,183,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of MSFT. WFA Asset Management Corp increased its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Up 1.5%

MSFT opened at $531.52 on Tuesday. 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 has a 50 day moving average price of $511.81 and a 200-day moving average price of $483.46. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a market capitalization of $3.95 trillion, a price-to-earnings ratio of 38.97, a PEG ratio of 2.28 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current 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 given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Bank of America raised their price objective on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Evercore ISI raised their price objective 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. Melius Research raised their price objective on shares of Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. Finally, Citigroup raised their price objective on shares of Microsoft from $680.00 to $682.00 and gave the company a “buy” rating in a research note on Wednesday, October 22nd. One equities 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 company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $617.41.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business’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 transaction of $2,557,502.00. Following the completion of the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’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 sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

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.