Wealth Advisors Northwest LLC Acquires 399 Shares of Microsoft Corporation $MSFT

Wealth Advisors Northwest LLC grew its position in Microsoft Corporation (NASDAQ:MSFT) by 15.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,057 shares of the software giant’s stock after purchasing an additional 399 shares during the period. Microsoft comprises approximately 0.8% of Wealth Advisors Northwest LLC’s holdings, making the stock its 26th biggest holding. Wealth Advisors Northwest LLC’s holdings in Microsoft were worth $1,521,000 as of its most recent filing with the SEC.

Other institutional investors also recently modified their holdings of the company. Newton One Investments LLC lifted its position in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after purchasing an additional 30 shares during the period. Bulwark Capital Corp acquired a new position in Microsoft during the 2nd quarter valued at about $32,000. Westend Capital Management LLC lifted its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the period. LSV Asset Management bought a new stake in shares of Microsoft during the 4th quarter valued at $44,000. Finally, ROSS JOHNSON & Associates LLC raised its position in shares of Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after acquiring an additional 95 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on MSFT shares. Arete upped their target price on shares of Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. Piper Sandler reiterated an “overweight” rating and set a $650.00 target price on shares of Microsoft in a research report on Thursday. Barclays restated an “overweight” rating and issued a $625.00 price objective on shares of Microsoft in a research report on Friday, August 29th. Evercore ISI set a $640.00 price objective on shares of Microsoft in a research report on Thursday. Finally, Truist Financial upped their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research report on Monday, August 18th. One analyst has rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Microsoft has an average rating of “Buy” and a consensus price target of $634.67.

Microsoft Stock Down 1.5%

Shares of MSFT opened at $517.81 on Monday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm’s 50 day moving average is $513.81 and its 200-day moving average is $488.36. 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. 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 posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The firm had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The company’s revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 25.89%.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the business’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 in the company, valued at approximately $399,206,272.56. This represents a 15.87% 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.

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.