Aviso Wealth Management Has $6.53 Million Stake in Microsoft Corporation $MSFT

Key Points

• Aviso Wealth Management increased its stake in Microsoft Corporation by 5.6% in the first quarter, holding approximately $6.53 million worth of shares, making it the firm’s sixth largest position.
• Multiple research firms have raised their target prices for Microsoft recently, with Oppenheimer noting a new target of $630 and TD Cowen adjusting theirs to $640, both maintaining favorable ratings.
• Microsoft announced a quarterly dividend of $0.83 per share, which translates to a 0.7% yield, payable on September 11th to investors of record as of August 21st.

Aviso Wealth Management lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,393 shares of the software giant's stock after acquiring an additional 921 shares during the quarter. Microsoft makes up approximately 3.5% of Aviso Wealth Management's portfolio, making the stock its 6th largest position. Aviso Wealth Management's holdings in Microsoft were worth $6,529,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Fosun International Ltd boosted its stake in Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock worth $2,490,000 after buying an additional 23 shares during the period. Alliance Wealth Management Group boosted its stake in Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock worth $2,368,000 after buying an additional 25 shares during the period. Guidance Point Advisors LLC boosted its stake in Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock worth $1,811,000 after buying an additional 25 shares during the period. Orin Green Financial LLC boosted its stake in Microsoft by 1.2% during the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock worth $767,000 after buying an additional 25 shares during the period. Finally, Life Planning Partners Inc boosted its stake in Microsoft by 5.1% during the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock worth $228,000 after buying an additional 26 shares during the period. Institutional investors own 71.13% of the company's stock.

Analyst Ratings Changes

Several research firms have recently weighed in on MSFT. Oppenheimer lifted their target price on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. TD Cowen lifted their target price on Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Wells Fargo & Company reiterated an "overweight" rating and set a $650.00 target price (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Citigroup lifted their target price on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. Finally, Royal Bank Of Canada lifted their target price on Microsoft from $525.00 to $640.00 and gave the stock 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 issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred 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 transaction, the executive vice president 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 filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Performance

MSFT stock opened at $495.00 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The business has a 50-day moving average price of $509.93 and a 200 day moving average price of $450.60. The company has a market capitalization of $3.68 trillion, a P/E ratio of 36.29, a PEG ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS 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 business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the previous year, the company posted $2.95 earnings per share. The firm's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm 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 $0.83 dividend. 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 24.34%.

Microsoft 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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