High Note Wealth LLC Grows Holdings in Microsoft Corporation $MSFT

High Note Wealth LLC raised its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 2.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,850 shares of the software giant’s stock after acquiring an additional 540 shares during the period. Microsoft makes up about 2.5% of High Note Wealth LLC’s investment portfolio, making the stock its 9th largest position. High Note Wealth LLC’s holdings in Microsoft were worth $10,868,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. WFA Asset Management Corp grew its stake in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its position in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its position in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its holdings 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 worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its holdings 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 worth $9,735,000 after purchasing an additional 96 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’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 sale, the executive vice president owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Wedbush restated an “outperform” rating and issued a $625.00 price target on shares of Microsoft in a report on Wednesday, October 22nd. Westpark Capital restated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. TD Cowen increased their price objective on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research note on Thursday. Raymond James Financial dropped their price objective on Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a research note on Thursday. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $630.00 price target on shares of Microsoft in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of “Buy” and an average price target of $634.67.

Microsoft Stock Down 2.9%

Shares of NASDAQ MSFT opened at $525.76 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock’s fifty day simple moving average is $513.60 and its two-hundred day simple moving average is $485.93. The stock has a market capitalization of $3.91 trillion, a PE ratio of 37.39, a price-to-earnings-growth ratio of 2.36 and a beta of 1.03. 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 (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same quarter last year, the company earned $3.30 earnings per share. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. As a group, analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. 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 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.