Microsoft Corporation $MSFT Position Boosted by CFM Wealth Partners LLC

CFM Wealth Partners LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 50,442 shares of the software giant’s stock after purchasing an additional 242 shares during the quarter. Microsoft accounts for 4.0% of CFM Wealth Partners LLC’s investment portfolio, making the stock its 3rd biggest position. CFM Wealth Partners LLC’s holdings in Microsoft were worth $25,090,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of MSFT. Kingstone Capital Partners Texas LLC increased its position in shares of Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after acquiring an additional 90,533,328 shares during the period. Nuveen LLC purchased a new position in shares of Microsoft in the first quarter valued at about $18,733,827,000. Northern Trust Corp increased its position in shares of Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Vanguard Group Inc. increased its position in shares of Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after buying an additional 7,314,509 shares during the period. Finally, Goldman Sachs Group Inc. increased its position in shares of Microsoft by 14.1% during the first quarter. Goldman Sachs Group Inc. now owns 49,338,953 shares of the software giant’s stock valued at $18,521,349,000 after buying an additional 6,101,005 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. BMO Capital Markets boosted 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. KeyCorp upgraded shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 price target on the stock in a research report on Thursday, July 31st. Truist Financial boosted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research note on Monday, August 18th. Bank of America boosted their price objective on shares of Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Finally, Westpark Capital reissued a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Microsoft has a consensus rating of “Buy” and a consensus target price of $626.58.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of the 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on Tuesday, August 12th. The stock was 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 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. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Down 0.1%

MSFT opened at $541.55 on Thursday. 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 Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a market capitalization of $4.03 trillion, a PE ratio of 39.70, a PEG ratio of 2.36 and a beta of 1.03. The firm’s 50 day simple moving average is $513.17 and its two-hundred day simple moving average is $485.65.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period in the previous year, the firm earned $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid 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 dividend payout ratio is currently 24.34%.

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.