Microsoft Corporation $MSFT Shares Bought by Traphagen Investment Advisors LLC

Traphagen Investment Advisors LLC increased its holdings in Microsoft Corporation (NASDAQ:MSFT) by 1.1% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,510 shares of the software giant’s stock after buying an additional 164 shares during the period. Microsoft comprises about 0.7% of Traphagen Investment Advisors LLC’s holdings, making the stock its 21st largest position. Traphagen Investment Advisors LLC’s holdings in Microsoft were worth $7,715,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. PMV Capital Advisers LLC raised its stake in Microsoft by 5.9% during the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after buying an additional 20 shares in the last quarter. Seek First Inc. grew its holdings in Microsoft by 1.5% in the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares in the last quarter. Level Financial Advisors grew its holdings in Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after buying an additional 20 shares in the last quarter. Red Mountain Financial LLC raised its position in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after buying an additional 20 shares in the last quarter. Finally, Onyx Financial Advisors LLC raised its position in shares of Microsoft by 0.3% during the 2nd quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after buying an additional 20 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on MSFT. Bank of America lifted 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. Raymond James Financial lowered their price objective on shares of Microsoft from $630.00 to $600.00 and set an “outperform” rating on the stock in a research report on Thursday. BMO Capital Markets reduced their target price on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating for the company in a research note on Thursday. Wells Fargo & Company boosted their price objective on shares of Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, DA Davidson set a $650.00 price objective on shares of Microsoft in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $634.67.

Microsoft Price Performance

NASDAQ:MSFT opened at $517.81 on Friday. The company has a 50-day moving average of $513.81 and a 200-day moving average of $486.83. The company has a market capitalization of $3.85 trillion, a price-to-earnings ratio of 36.83, a PEG ratio of 2.36 and a beta of 1.03. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The firm’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same period last year, the firm earned $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced 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 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is currently 25.89%.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were 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 owned 39,111 shares in the company, valued at $20,624,012.52. This 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 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.