Coordinated Financial Services Inc. Invests $2.08 Million in Microsoft Corporation $MSFT

Coordinated Financial Services Inc. acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 4,176 shares of the software giant’s stock, valued at approximately $2,077,000. Microsoft accounts for 1.4% of Coordinated Financial Services Inc.’s portfolio, making the stock its 11th biggest position.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. WFA Asset Management Corp increased its stake in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its position in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew its holdings in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its position in 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 acquiring an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after acquiring an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on MSFT shares. The Goldman Sachs Group reissued a “buy” rating and issued a $630.00 price target on shares of Microsoft in a report on Tuesday, October 28th. Melius Research lifted their target price on Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. HSBC boosted their target price on Microsoft from $643.00 to $648.00 in a research report on Monday, October 27th. Arete raised their price target on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a report on Wednesday, October 1st. Finally, UBS Group reissued a “buy” rating and set a $650.00 price objective on shares of Microsoft in a report on Thursday, October 30th. 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’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $634.67.

Microsoft Trading Down 0.2%

NASDAQ MSFT opened at $517.03 on Tuesday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock’s 50 day moving average price is $514.07 and its two-hundred day moving average price is $489.41. The stock has a market capitalization of $3.84 trillion, a price-to-earnings ratio of 36.77, a PEG ratio of 2.36 and a beta of 1.03.

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. The company had revenue of $77.67 billion during 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%.Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter last year, the company earned $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. As a group, analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 25.89%.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction that occurred 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.03% of the stock is currently owned by corporate insiders.

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.