Peak Financial Management Inc. Acquires 591 Shares of Microsoft Corporation $MSFT

Peak Financial Management Inc. boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 19.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,583 shares of the software giant’s stock after buying an additional 591 shares during the period. Peak Financial Management Inc.’s holdings in Microsoft were worth $1,782,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in MSFT. Newton One Investments LLC increased its position in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares in the last quarter. Bulwark Capital Corp bought a new stake in Microsoft in the 2nd quarter valued at about $32,000. Westend Capital Management LLC increased its position in Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares in the last quarter. LSV Asset Management bought a new stake in Microsoft in the 4th quarter valued at about $44,000. Finally, ROSS JOHNSON & Associates LLC increased its position in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after buying an additional 95 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on MSFT shares. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Evercore ISI set a $640.00 price objective on Microsoft in a report on Thursday. Wells Fargo & Company boosted their price objective on Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a report on Thursday. Cantor Fitzgerald set a $639.00 price objective on Microsoft in a report on Thursday. Finally, Morgan Stanley boosted their price objective on Microsoft from $625.00 to $650.00 and gave the stock an “overweight” 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. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $634.67.

Microsoft Stock Performance

MSFT stock opened at $517.81 on Friday. The firm has a market cap of $3.85 trillion, a PE ratio of 36.83, a P/E/G ratio of 2.36 and a beta of 1.03. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The business has a 50 day moving average of $513.81 and a 200-day moving average of $487.54. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT) last released its 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 during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.Microsoft’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period in the prior year, the company posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. As a group, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm 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 is a boost from Microsoft’s previous quarterly dividend of $0.83. 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. Microsoft’s dividend payout ratio is currently 25.89%.

Insider Activity at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction that occurred 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. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

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.