Lokken Investment Group LLC Increases Holdings in Microsoft Corporation $MSFT

Lokken Investment Group LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT) by 2.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,112 shares of the software giant’s stock after purchasing an additional 310 shares during the period. Microsoft accounts for about 2.5% of Lokken Investment Group LLC’s investment portfolio, making the stock its 11th biggest position. Lokken Investment Group LLC’s holdings in Microsoft were worth $6,522,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of MSFT. PMV Capital Advisers LLC grew its holdings in shares of 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 during the last quarter. Seek First Inc. grew its holdings in shares of Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock valued at $675,000 after buying an additional 20 shares during the last quarter. Level Financial Advisors grew its holdings in shares of Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after buying an additional 20 shares during the last quarter. Red Mountain Financial LLC grew its holdings in shares of Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after buying an additional 20 shares during the last quarter. Finally, Onyx Financial Advisors LLC grew its holdings in shares of Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock valued at $3,536,000 after buying an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the 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 transaction, the chief executive officer 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 filing with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction 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 in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Down 1.5%

MSFT stock opened at $517.81 on Monday. The company has a market cap of $3.85 trillion, a price-to-earnings ratio of 36.83, a PEG 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 Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a 50-day moving average of $513.81 and a two-hundred day moving average of $488.36.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results 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 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 business’s revenue was up 18.4% compared to the same quarter last year. During the same quarter last year, the firm earned $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. As a group, analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a $0.91 dividend. 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%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is 25.89%.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on MSFT. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Cantor Fitzgerald set a $639.00 price target on Microsoft in a research report on Thursday. BMO Capital Markets cut their price target on Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research report on Thursday. Morgan Stanley increased their price target on Microsoft from $625.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Barclays reaffirmed an “overweight” rating and set a $625.00 price target on shares of Microsoft in a research report on Friday, August 29th. One investment 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 MarketBeat.com, Microsoft presently has an average rating of “Buy” and an average price target of $634.67.

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.