Valmark Advisers Inc. Buys 2,088 Shares of Microsoft Corporation $MSFT

Valmark Advisers Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 61,368 shares of the software giant’s stock after acquiring an additional 2,088 shares during the quarter. Valmark Advisers Inc.’s holdings in Microsoft were worth $30,525,000 at the end of the most recent reporting period.

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

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 sale, the chief executive officer 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. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent research reports. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research note on Thursday, July 31st. Melius Research boosted their target price on shares of Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. DZ Bank restated a “buy” rating on shares of Microsoft in a research note on Thursday. Mizuho set a $640.00 target price on shares of Microsoft in a research note on Tuesday. Finally, Oppenheimer restated an “outperform” rating on shares of Microsoft in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $634.67.

Microsoft Stock Down 1.5%

Shares of NASDAQ MSFT opened at $517.81 on Friday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The business’s fifty day moving average price is $513.81 and its 200-day moving average price is $486.83. The stock has a market capitalization of $3.85 trillion, a PE ratio of 36.83, a P/E/G ratio of 2.36 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS 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 firm had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter in the prior year, the firm earned $3.30 EPS. The business’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. On average, equities research 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. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. 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 dividend on an annualized basis and a yield of 0.7%. Microsoft’s payout ratio is currently 25.89%.

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.