Alpha Cubed Investments LLC Has $105.84 Million Stock Holdings in Microsoft Corporation $MSFT

Alpha Cubed Investments LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 281,944 shares of the software giant's stock after acquiring an additional 13,928 shares during the quarter. Microsoft accounts for approximately 4.7% of Alpha Cubed Investments LLC's holdings, making the stock its 2nd largest position. Alpha Cubed Investments LLC's holdings in Microsoft were worth $105,839,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. WFA Asset Management Corp lifted its holdings in 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 acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its position in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Tallon Kerry Patrick bought a new position in Microsoft during the 4th quarter worth $1,375,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Microsoft

In other Microsoft 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 completion of the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This represents 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. In the last 90 days, insiders sold 8,850 shares of company stock worth $4,406,512. 0.03% of the stock is currently owned by insiders.

Microsoft Price Performance

Shares of Microsoft stock opened at $507.23 on Friday. The company's 50-day moving average price is $506.08 and its two-hundred day moving average price is $444.32. The stock has a market cap of $3.77 trillion, a PE ratio of 37.19, a price-to-earnings-growth ratio of 2.22 and a beta of 1.06. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its 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. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business's quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be paid a $0.83 dividend. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent research reports. Piper Sandler lifted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Barclays raised their price target on shares of Microsoft from $550.00 to $625.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Royal Bank Of Canada increased their price objective on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Needham & Company LLC reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, May 1st. Finally, Scotiabank increased their price target on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $612.54.

About Microsoft

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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