6,986 Microsoft Corporation $MSFT Shares Purchased by LifeGoal Investments LLC

Key Points

• LifeGoal Investments increased its Microsoft stake by 152.9% in the third quarter, adding 6,986 shares to hold 11,554 shares valued at about $5.93 million.
• Microsoft beat quarterly earnings and revenue estimates, with revenue up 18.8% year over year; it also raised its quarterly dividend from $0.91 to $0.98 per share.
• Analyst sentiment remains broadly positive: the consensus rating is “Moderate Buy,” with an average price target of $609.54. Company insiders sold 142,809 shares worth about $72.1 million over the past 90 days.

LifeGoal Investments LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 152.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 11,554 shares of the software giant's stock after purchasing an additional 6,986 shares during the period. Microsoft makes up 1.8% of LifeGoal Investments LLC's investment portfolio, making the stock its 13th biggest holding. LifeGoal Investments LLC's holdings in Microsoft were worth $5,926,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in MSFT. Montgomery Financial Services LLC bought a new position in Microsoft in the second quarter worth approximately $26,000. Frankly Finances LLC acquired a new stake in Microsoft in the second quarter valued at approximately $35,000. Bard Associates Inc. acquired a new stake in Microsoft in the second quarter valued at approximately $37,000. PMV Capital Advisers LLC bought a new stake in shares of Microsoft during the second quarter valued at approximately $38,000. Finally, Fiduciary Advisors Inc. increased its holdings in shares of Microsoft by 37.4% during the second quarter. Fiduciary Advisors Inc. now owns 125 shares of the software giant's stock valued at $47,000 after acquiring an additional 34 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other Microsoft news, EVP Amy Hood sold 7,305 shares of Microsoft stock in a transaction dated Monday, November 9th. The shares were sold at an average price of $544.37, for a total value of $3,976,622.85. Following the sale, the executive vice president owned 548,091 shares of the company's stock, valued at approximately $298,364,297.67. The trade was a 1.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the business's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total transaction of $43,388,826.50. Following the completion of the transaction, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 142,809 shares of company stock valued at $72,114,646 in the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Trading Down 2.3%

NASDAQ:MSFT opened at $521.13 on Thursday. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $559.15. The firm has a 50-day moving average price of $518.20 and a two-hundred day moving average price of $441.37. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.21 and a current ratio of 1.22. The firm has a market cap of $3.87 trillion, a price-to-earnings ratio of 27.20, a price-to-earnings-growth ratio of 1.57 and a beta of 1.05.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, October 28th. The software giant reported $4.89 earnings per share for the quarter, topping analysts' consensus estimates of $4.72 by $0.17. The firm had revenue of $92.28 billion for the quarter, compared to the consensus estimate of $90.62 billion. Microsoft had a return on equity of 31.28% and a net margin of 41.17%. The company's revenue was up 18.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.13 EPS. On average, equities analysts expect that Microsoft Corporation will post 19.91 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be issued a dividend of $0.98 per share. This represents a $3.92 dividend on an annualized basis and a yield of 0.8%. This is a boost from Microsoft's previous quarterly dividend of $0.91. The ex-dividend date is Thursday, November 19th. Microsoft's dividend payout ratio is 20.46%.

More Microsoft News

Here's some of the latest news about MSFT:

• Positive Sentiment: Microsoft’s cloud and AI businesses continue to attract enterprise use. A new IBM partnership combines Microsoft’s cloud, data and security services with more than 6,000 AI agents; Northern Trust also reported that an agent built with Microsoft cut data-preparation time by 83%. IBM and Microsoft announce an AI agent platform Northern Trust leans on Microsoft to boost agentic AI
• Neutral Sentiment: Evercore said Anthropic’s Claude Sheets is not yet a substitute for Excel, tempering concerns that the new tools will quickly displace Microsoft 365. Still, the launch puts competitive pressure on Microsoft’s productivity products and Copilot. Evercore weighs disruption concerns after Claude Sheets launch
• Negative Sentiment: Anthropic’s new workplace tools—including spreadsheet and data-focused products—are the clearest near-term overhang, raising fears that AI competitors could challenge Microsoft’s large Office and productivity-software business. Microsoft stock slides after Anthropic launches productivity tools

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research reports. Piper Sandler reaffirmed an "overweight" rating and set a $650.00 target price (up from $610.00) on shares of Microsoft in a research report on Thursday, October 29th. Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Friday, July 24th. Stifel Nicolaus boosted their price target on shares of Microsoft from $575.00 to $650.00 and gave the company a "buy" rating in a research note on Thursday, October 29th. JPMorgan Chase & Co. restated a "buy" rating on shares of Microsoft in a report on Monday, September 28th. Finally, BNP Paribas Exane lowered shares of Microsoft from a "strong-buy" rating to a "hold" rating in a research note on Monday, October 5th. One analyst has rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $609.54.

Microsoft Company Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, and digital solutions for consumers, businesses, and public-sector organizations. Founded in 1975 by Bill Gates and Paul Allen, the company is headquartered in Redmond, Washington. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Azure cloud computing, LinkedIn, GitHub, Surface devices, and Xbox gaming products and services. Microsoft also provides business software, cybersecurity tools, and artificial intelligence technologies.

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