Microsoft Corporation $MSFT Shares Purchased by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 26.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,322 shares of the software giant’s stock after acquiring an additional 6,124 shares during the quarter. Microsoft accounts for about 2.4% of FSM Wealth Advisors LLC’s portfolio, making the stock its 13th biggest holding. FSM Wealth Advisors LLC’s holdings in Microsoft were worth $14,594,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Cadinha & Co. LLC lifted its stake in Microsoft by 99.5% during the second quarter. Cadinha & Co. LLC now owns 68,788 shares of the software giant’s stock valued at $34,216,000 after purchasing an additional 34,309 shares during the last quarter. KPP Advisory Services LLC increased its holdings in shares of Microsoft by 2.5% in the second quarter. KPP Advisory Services LLC now owns 33,281 shares of the software giant’s stock valued at $16,554,000 after buying an additional 820 shares in the last quarter. First Citizens Bank & Trust Co. lifted its position in shares of Microsoft by 12.7% during the 2nd quarter. First Citizens Bank & Trust Co. now owns 278,557 shares of the software giant’s stock valued at $138,557,000 after acquiring an additional 31,487 shares during the last quarter. Roman Butler Fullerton & Co. boosted its stake in shares of Microsoft by 6.5% during the 2nd quarter. Roman Butler Fullerton & Co. now owns 31,282 shares of the software giant’s stock worth $16,070,000 after acquiring an additional 1,906 shares in the last quarter. Finally, Cornerstone Advisory LLC boosted its stake in shares of Microsoft by 0.8% during the 2nd quarter. Cornerstone Advisory LLC now owns 31,571 shares of the software giant’s stock worth $15,704,000 after acquiring an additional 240 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Trading Down 1.3%

Microsoft stock opened at $472.12 on Monday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. 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’s fifty day simple moving average is $512.88 and its 200-day simple moving average is $499.28.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The business had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. During the same period last year, the company earned $3.30 earnings per share. Microsoft’s quarterly revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 2026 guidance at EPS. As a group, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently disclosed 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. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 25.89%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on MSFT. Wells Fargo & Company increased their price target on Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Rothschild Redb cut shares of Microsoft from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Weiss Ratings reissued a “buy (b)” rating on shares of Microsoft in a research report on Wednesday, October 8th. Wolfe Research set a $675.00 price objective on shares of Microsoft and gave the stock an “outperform” rating in a research note on Tuesday, October 28th. Finally, Barclays reissued an “overweight” rating and set a $625.00 target price on shares of Microsoft in a research note on Friday, August 29th. Two analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $634.33.

Insider Activity

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’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 completion of 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the sale, the insider owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their position. The SEC filing for this sale provides additional information. 0.03% of the stock is owned by company insiders.

About Microsoft

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.