Allworth Financial LP Raises Position in Microsoft Corporation $MSFT

Allworth Financial LP raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 358,572 shares of the software giant's stock after acquiring an additional 13,829 shares during the quarter. Microsoft makes up 0.8% of Allworth Financial LP's portfolio, making the stock its 18th largest holding. Allworth Financial LP's holdings in Microsoft were worth $138,875,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Newton One Investments LLC lifted its stake in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after buying an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. purchased a new position in shares of Microsoft during the 4th quarter valued at $31,000. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter valued at $44,000. IFS Advisors LLC lifted its stake in shares of Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after buying an additional 50 shares in the last quarter. Finally, Fairway Wealth LLC purchased a new position in shares of Microsoft during the 4th quarter valued at $62,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on MSFT shares. Sanford C. Bernstein lifted their target price on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Loop Capital boosted their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. TD Securities boosted their price target on shares of Microsoft from $475.00 to $490.00 and gave the stock a "buy" rating in a research note on Thursday, May 1st. Guggenheim reiterated a "neutral" rating on shares of Microsoft in a research note on Thursday, May 1st. Finally, DA Davidson boosted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research note 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 stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $612.54.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In the last 90 days, insiders have sold 8,850 shares of company stock worth $4,406,512. Corporate insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Microsoft stock opened at $506.74 on Thursday. The company's 50-day moving average price is $507.59 and its 200-day moving average price is $446.00. Microsoft Corporation has a twelve month low of $344.79 and a twelve 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 company has a market cap of $3.77 trillion, a PE ratio of 37.15, a price-to-earnings-growth ratio of 2.19 and a beta of 1.06.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts' consensus estimates 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 the consensus estimate of $73.79 billion. During the same period in the previous year, the firm posted $2.95 EPS. The business's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be issued 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 dividend 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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