Microsoft Corporation $MSFT Position Increased by TPG Financial Advisors LLC

TPG Financial Advisors LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,482 shares of the software giant’s stock after purchasing an additional 32 shares during the period. TPG Financial Advisors LLC’s holdings in Microsoft were worth $1,235,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Brady Martz Wealth Solutions LLC raised its position in shares of Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock worth $2,496,000 after purchasing an additional 95 shares during the period. Real Talk Capital LLC raised its holdings in Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock worth $860,000 after buying an additional 37 shares during the period. Bank Pictet & Cie Europe AG raised its holdings in Microsoft by 3.8% during the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant’s stock worth $457,119,000 after buying an additional 33,382 shares during the period. Modern Wealth Management LLC raised its holdings in shares of Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after acquiring an additional 40,860 shares during the period. Finally, Well Done LLC raised its position in Microsoft by 8.9% during the second quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after buying an additional 814 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on Tuesday, August 12th. The shares were 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 in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing 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 on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $525.76 on Friday. The firm has a market capitalization of $3.91 trillion, a PE ratio of 37.39, a PEG ratio of 2.36 and a beta of 1.03. The firm’s fifty day simple moving average is $513.60 and its 200 day simple moving average is $485.93. Microsoft Corporation has a 1 year low of $344.79 and a 1 year 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.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The firm’s revenue was up 18.4% compared to the same quarter last year. During the same period last year, the business posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on MSFT shares. Westpark Capital reissued a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Mizuho set a $640.00 target price on Microsoft in a report on Tuesday. Cowen reiterated a “buy” rating on shares of Microsoft in a report on Friday, October 24th. JPMorgan Chase & Co. upped their price objective on shares of Microsoft from $565.00 to $575.00 and gave the company an “overweight” rating in a research note on Thursday. Finally, TD Cowen upped their target price on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $634.67.

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.