Avior Wealth Management LLC Has $28.57 Million Stake in Microsoft Corporation $MSFT

Avior Wealth Management LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.3% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 57,437 shares of the software giant's stock after purchasing an additional 5,845 shares during the period. Microsoft comprises approximately 1.0% of Avior Wealth Management LLC's portfolio, making the stock its 25th biggest position. Avior Wealth Management LLC's holdings in Microsoft were worth $28,570,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Microsoft by 1.1% during the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC boosted its stake in shares of Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant's stock worth $45,040,162,000 after buying an additional 90,533,328 shares during the last quarter. Northern Trust Corp grew its holdings in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after acquiring an additional 11,600,470 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Microsoft by 3.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant's stock valued at $23,374,718,000 after acquiring an additional 2,306,485 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Microsoft by 9.8% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock valued at $25,273,704,000 after acquiring an additional 5,370,546 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

MSFT has been the topic of several research analyst reports. Loop Capital boosted their price objective on Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. 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 report on Thursday, July 31st. Piper Sandler increased their price target 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. Stifel Nicolaus lifted their price objective on shares of Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research report on Monday, July 28th. Finally, Bank of America boosted their target price on shares of Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $618.47.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $514.05 on Tuesday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock has a market cap of $3.82 trillion, a PE ratio of 37.69, a price-to-earnings-growth ratio of 2.22 and a beta of 1.03. The stock has a fifty day moving average of $512.69 and a 200-day moving average of $473.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion for 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% on a year-over-year basis. During the same quarter in the prior year, the firm posted $2.95 EPS. 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 Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This is an increase from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft's dividend payout ratio is presently 24.34%.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

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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