4J Wealth Management LLC Buys 548 Shares of Microsoft Corporation $MSFT

4J Wealth Management LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.2% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 5,030 shares of the software giant's stock after purchasing an additional 548 shares during the period. Microsoft comprises approximately 1.5% of 4J Wealth Management LLC's portfolio, making the stock its 18th biggest position. 4J Wealth Management LLC's holdings in Microsoft were worth $1,888,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC increased its holdings in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after purchasing an additional 95 shares in the last quarter. Mcdaniel Terry & Co. lifted its holdings in Microsoft by 6.1% during the fourth quarter. Mcdaniel Terry & Co. now owns 315,594 shares of the software giant's stock worth $133,023,000 after acquiring an additional 18,052 shares during the period. Strategic Financial Services Inc. lifted its holdings in Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after acquiring an additional 1,268 shares during the period. Elevate Wealth Advisory Inc. lifted its holdings in Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after acquiring an additional 1,043 shares during the period. Finally, Intellus Advisors LLC bought a new stake in Microsoft during the fourth quarter worth $16,075,000. 71.13% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% 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. Insiders sold 8,850 shares of company stock worth $4,406,512 in the last three months. 0.03% of the stock is owned by insiders.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $509.77 on Wednesday. The stock has a market cap of $3.79 trillion, a PE ratio of 37.37, a price-to-earnings-growth ratio of 2.26 and a beta of 1.06. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two 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 has a fifty day moving average of $504.26 and a 200-day moving average of $442.37.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm's quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be given a dividend of $0.83 per share. This represents a $3.32 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's payout ratio is presently 24.34%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on MSFT. Benchmark reiterated a "buy" rating on shares of Microsoft in a report on Thursday, May 1st. Sanford C. Bernstein lifted their price target on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. BMO Capital Markets lifted their price target on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Bank of America lifted their price target on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Finally, Stifel Nicolaus lifted their price target on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a report on Monday, July 28th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given 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 price target of $612.54.

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.

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