Cabot Wealth Management Inc. Raises Position in Microsoft Corporation $MSFT

Cabot Wealth Management Inc. lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,720 shares of the software giant’s stock after purchasing an additional 200 shares during the period. Cabot Wealth Management Inc.’s holdings in Microsoft were worth $6,825,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. WFA Asset Management Corp boosted its position 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 worth $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its stake in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on MSFT. Baird R W upgraded Microsoft to a “strong-buy” rating in a research report on Friday, November 14th. UBS Group reissued a “buy” rating and issued a $650.00 price target on shares of Microsoft in a report on Thursday, October 30th. Truist Financial increased their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a “buy” rating in a report on Monday, August 18th. Daiwa Capital Markets lowered their target price on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Finally, Royal Bank Of Canada restated a “buy” rating on shares of Microsoft in a research report on Wednesday, November 19th. Two research 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 stock. According to data from MarketBeat, Microsoft presently has an average rating of “Moderate Buy” and a consensus price target of $634.33.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the completion of the sale, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

MSFT stock opened at $485.50 on Thursday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a market capitalization of $3.61 trillion, a P/E ratio of 34.53, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02. The company has a fifty day simple moving average of $510.92 and a two-hundred day simple moving average of $499.71. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business’s revenue was up 18.4% compared to the same quarter last year. During the same period in the prior year, the company earned $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. 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%.

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.