WESPAC Advisors LLC Has $1.56 Million Stake in Microsoft Corporation $MSFT

WESPAC Advisors LLC trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,130 shares of the software giant’s stock after selling 63 shares during the period. Microsoft accounts for about 1.1% of WESPAC Advisors LLC’s portfolio, making the stock its 19th biggest holding. WESPAC Advisors LLC’s holdings in Microsoft were worth $1,557,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in MSFT. WFA Asset Management Corp increased its stake in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its stake in shares of 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 purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its stake in shares of 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 purchasing an additional 2,138 shares during the period. Wealth Group Ltd. lifted its stake in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $517.81 on Friday. The stock has a fifty day simple moving average of $513.81 and a two-hundred day simple moving average of $486.83. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm has a market cap of $3.85 trillion, a price-to-earnings ratio of 36.83, 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 announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. During the same period in the prior year, the company earned $3.30 earnings per share. Microsoft’s revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. 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 of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 25.89%.

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 stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 value of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have commented on MSFT. Evercore ISI set a $640.00 price objective on Microsoft in a research note on Thursday. Redburn Partners set a $560.00 price objective on Microsoft in a research note on Wednesday, October 22nd. Loop Capital boosted their price objective on Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. The Goldman Sachs Group reissued a “buy” rating and set a $630.00 price objective on shares of Microsoft in a report on Tuesday. Finally, TD Cowen boosted their price objective on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a report on Thursday. One 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 company. According to MarketBeat, Microsoft currently has an average 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.