Microsoft Corporation $MSFT Shares Acquired by Duncan Williams Asset Management LLC

Duncan Williams Asset Management LLC lifted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 6.4% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,666 shares of the software giant’s stock after acquiring an additional 1,182 shares during the period. Microsoft accounts for approximately 1.5% of Duncan Williams Asset Management LLC’s investment portfolio, making the stock its 14th biggest holding. Duncan Williams Asset Management LLC’s holdings in Microsoft were worth $9,782,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bulwark Capital Corp acquired a new position in Microsoft during the second quarter worth approximately $32,000. Westend Capital Management LLC increased its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the period. Newton One Investments LLC increased its position in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares during the period. LSV Asset Management acquired a new position in Microsoft during the fourth quarter worth approximately $44,000. Finally, Legend Financial Advisors Inc. acquired a new position in Microsoft during the second quarter worth approximately $69,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on MSFT shares. Loop Capital lifted their price target on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Piper Sandler boosted their target price on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a report on Thursday, July 31st. Citigroup boosted their target price on Microsoft from $680.00 to $682.00 and gave the company a “buy” rating in a report on Wednesday, October 22nd. Evercore ISI boosted their target price on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a report on Friday, July 25th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $617.41.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction on 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 completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company’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 owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was 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.

Microsoft Stock Up 1.5%

MSFT opened at $531.52 on Tuesday. The business’s fifty day moving average is $511.81 and its two-hundred day moving average is $483.46. 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 company has a market cap 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 Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the previous year, the business earned $2.95 earnings per share. Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders 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 positive change 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 presently 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.