Avion Wealth Buys 522 Shares of Microsoft Corporation $MSFT

Avion Wealth lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 11.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,978 shares of the software giant’s stock after purchasing an additional 522 shares during the quarter. Microsoft accounts for approximately 0.6% of Avion Wealth’s holdings, making the stock its 22nd biggest position. Avion Wealth’s holdings in Microsoft were worth $2,475,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Bulwark Capital Corp purchased a new position in Microsoft in the 2nd quarter worth approximately $32,000. Westend Capital Management LLC raised its stake in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the last quarter. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter valued at $44,000. PayPay Securities Corp boosted its position in shares of Microsoft by 29.9% during the second quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock valued at $63,000 after buying an additional 29 shares during the last quarter. Finally, Legend Financial Advisors Inc. purchased a new stake in shares of Microsoft during the second quarter valued at $69,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have weighed in on MSFT. Robert W. Baird began coverage on Microsoft in a research report on Friday, November 14th. They issued an “outperform” rating and a $600.00 target price for the company. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Daiwa Capital Markets lowered their price objective on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, November 7th. Cowen restated a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Finally, DA Davidson set a $650.00 target price on shares of Microsoft in a research report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Microsoft currently has a consensus rating of “Moderate Buy” and a consensus target price of $634.33.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the firm’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 transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Down 1.3%

Shares of MSFT stock opened at $472.12 on Monday. 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 stock has a market cap of $3.51 trillion, a P/E ratio of 33.58, a P/E/G ratio of 2.36 and a beta of 1.02. The company has a 50 day simple moving average of $512.88 and a two-hundred day simple moving average of $499.28.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The business had revenue of $77.67 billion for the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter last year, the company posted $3.30 EPS. The company’s revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. On average, research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current 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 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 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 25.89%.

Microsoft Company 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.