Microsoft Corporation $MSFT Stock Holdings Increased by Petros Family Wealth LLC

Petros Family Wealth LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,001 shares of the software giant’s stock after purchasing an additional 143 shares during the quarter. Microsoft makes up 4.1% of Petros Family Wealth LLC’s portfolio, making the stock its 4th biggest holding. Petros Family Wealth LLC’s holdings in Microsoft were worth $4,477,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp increased its stake in Microsoft by 27.0% during the first 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 during the last quarter. Ironwood Wealth Management LLC. grew its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew 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 buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew 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 buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew 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 buying an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction that occurred on Wednesday, September 3rd. The stock was 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 directly 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 disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $531.52 on Tuesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a market capitalization of $3.95 trillion, a price-to-earnings ratio of 38.97, a price-to-earnings-growth ratio of 2.28 and a beta of 1.03. The business has a 50 day simple moving average of $511.81 and a 200-day simple moving average of $483.46.

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

Microsoft Increases Dividend

The business also recently declared 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 is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is 24.34%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on MSFT. Cowen reiterated a “buy” rating on shares of Microsoft in a research note on Friday. Truist Financial increased their target price on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 18th. HSBC increased their price target on Microsoft from $643.00 to $648.00 in a report on Monday. Arete increased their price target on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Finally, Bank of America increased their price target on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $617.41.

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.