Armstrong Fleming & Moore Inc raised its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 352.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,420 shares of the software giant’s stock after purchasing an additional 3,443 shares during the quarter. Microsoft accounts for 1.2% of Armstrong Fleming & Moore Inc’s investment portfolio, making the stock its 14th largest position. Armstrong Fleming & Moore Inc’s holdings in Microsoft were worth $2,199,000 as of its most recent SEC filing.
A number of other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares during the period. Kingstone Capital Partners Texas LLC grew its stake in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Northern Trust Corp grew its stake in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after purchasing an additional 2,306,485 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Microsoft by 9.8% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares during the period. Institutional investors own 71.13% of the company’s stock.
Analyst Upgrades and Downgrades
MSFT has been the topic of a number of recent research reports. Sanford C. Bernstein upped their price target on Microsoft from $637.00 to $645.00 and gave the company an “outperform” rating in a research report on Thursday. Wall Street Zen raised Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Guggenheim raised Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 price target on the stock in a research report on Monday, October 27th. TD Cowen upped their price target on Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $634.67.
Microsoft Stock Performance
Shares of MSFT opened at $517.81 on Monday. The stock’s 50-day simple moving average is $513.81 and its 200 day simple moving average is $488.36. The stock has a market capitalization 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 debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.
Microsoft (NASDAQ:MSFT – Get Free Report) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The business had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The firm’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal 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%.
Insider Transactions at Microsoft
In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company’s 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated 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 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. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is owned by corporate insiders.
About Microsoft
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.
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