AA Financial Advisors LLC Boosts Stake in Microsoft Corporation $MSFT

AA Financial Advisors LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,133 shares of the software giant's stock after buying an additional 549 shares during the period. Microsoft accounts for about 1.6% of AA Financial Advisors LLC's investment portfolio, making the stock its 24th biggest position. AA Financial Advisors LLC's holdings in Microsoft were worth $7,527,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the business. Newton One Investments LLC grew its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after purchasing an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new position in Microsoft in the fourth quarter worth approximately $31,000. Bulwark Capital Corp purchased a new stake in Microsoft during the second quarter worth $32,000. LSV Asset Management purchased a new stake in Microsoft during the fourth quarter worth $44,000. Finally, IFS Advisors LLC lifted its holdings in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after buying an additional 50 shares during the period. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In related 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 completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction on 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 transaction, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of analyst reports. Wall Street Zen lowered Microsoft from a "buy" rating to a "hold" rating in a report on Saturday, September 20th. Cantor Fitzgerald raised their target price on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Citigroup lifted their price objective on Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research note on Tuesday, July 22nd. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price on the stock in a research report on Thursday, July 31st. Finally, Sanford C. Bernstein raised their target price on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. One research 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 MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $614.45.

Microsoft Stock Up 0.9%

MSFT stock opened at $511.46 on Monday. The firm has a market cap of $3.80 trillion, a PE ratio of 37.50, a PEG ratio of 2.23 and a beta of 1.04. 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 firm's 50 day moving average price is $512.03 and its 200-day moving average price is $463.19. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

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

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft's payout ratio is presently 24.34%.

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.

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