Microsoft Corporation $MSFT Holdings Boosted by McKinley Carter Wealth Services Inc.

McKinley Carter Wealth Services Inc. grew its stake in shares of Microsoft Corporation (NASDAQ:MSFTFree Report) by 6.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 46,875 shares of the software giant’s stock after purchasing an additional 2,805 shares during the quarter. Microsoft makes up 1.3% of McKinley Carter Wealth Services Inc.’s portfolio, making the stock its 19th largest holding. McKinley Carter Wealth Services Inc.’s holdings in Microsoft were worth $23,316,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. Coordinated Financial Services Inc. acquired a new position in Microsoft during the 2nd quarter valued at approximately $2,077,000. Moseley Investment Management Inc. lifted its stake in Microsoft by 0.5% in the second quarter. Moseley Investment Management Inc. now owns 23,377 shares of the software giant’s stock valued at $11,628,000 after buying an additional 119 shares during the last quarter. KRS Capital Management LLC boosted its holdings in shares of Microsoft by 1.3% during the second quarter. KRS Capital Management LLC now owns 4,762 shares of the software giant’s stock valued at $2,369,000 after acquiring an additional 61 shares during the period. Vantage Point Financial LLC grew its position in shares of Microsoft by 16.0% during the second quarter. Vantage Point Financial LLC now owns 3,974 shares of the software giant’s stock worth $1,977,000 after acquiring an additional 547 shares during the last quarter. Finally, Horizon Bancorp Inc. IN increased its holdings in shares of Microsoft by 17.1% in the 2nd quarter. Horizon Bancorp Inc. IN now owns 3,315 shares of the software giant’s stock worth $1,649,000 after acquiring an additional 484 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $517.03 on Tuesday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a market cap of $3.84 trillion, a P/E ratio of 36.77, a PEG ratio of 2.36 and a beta of 1.03. The stock has a fifty day moving average price of $514.07 and a two-hundred day moving average price of $489.41. 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 (NASDAQ:MSFTGet Free Report) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $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 firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 25.89%.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on MSFT shares. HSBC boosted their target price on shares of Microsoft from $643.00 to $648.00 in a research note on Monday, October 27th. Stifel Nicolaus set a $640.00 price objective on Microsoft in a research report on Thursday. Guggenheim upgraded Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 target price on the stock in a research report on Monday, October 27th. Truist Financial lifted their target price on Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a research note on Monday, August 18th. Finally, Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft has a consensus rating of “Buy” and a consensus target price of $634.67.

Check Out Our Latest Report on Microsoft

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm’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 transaction of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at $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 owned by insiders.

Microsoft Profile

(Free Report)

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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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

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