BCU Wealth Advisors LLC Takes Position in Microsoft Corporation $MSFT

Key Points

• BCU Wealth Advisors LLC has acquired 1,195 shares of Microsoft Corporation, valued at approximately $594,000, in Q2.
• Microsoft's recent quarterly results showed earnings per share of $3.65, surpassing estimates, with revenue increasing by 18.1% year-over-year.
• The company announced a quarterly dividend increase to $0.91 per share, up from $0.83, with an annual yield of 0.7%.

BCU Wealth Advisors LLC bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 1,195 shares of the software giant's stock, valued at approximately $594,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Kingstone Capital Partners Texas LLC raised its holdings in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant's stock valued at $45,040,162,000 after buying an additional 90,533,328 shares during the period. Nuveen LLC purchased a new stake in Microsoft during the 1st quarter valued at $18,733,827,000. GAMMA Investing LLC raised its holdings in Microsoft by 40,290.4% during the 1st quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant's stock valued at $17,528,950,000 after buying an additional 46,579,693 shares during the period. Northern Trust Corp raised its holdings in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after buying an additional 11,600,470 shares during the period. Finally, Vanguard Group Inc. raised its holdings in Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock valued at $259,539,471,000 after buying an additional 7,314,509 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Up 0.4%

NASDAQ:MSFT opened at $513.58 on Friday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. 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 has a market cap of $3.82 trillion, a P/E ratio of 37.65, a P/E/G ratio of 2.24 and a beta of 1.03. The firm has a 50-day simple moving average of $511.82 and a 200-day simple moving average of $476.28.

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 for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter last year, the company earned $2.95 earnings per share. The firm'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. Equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Analysts Set New Price Targets

Several research firms recently weighed in on MSFT. Weiss Ratings restated a "buy (b)" rating on shares of Microsoft in a report on Wednesday, October 8th. DA Davidson increased their target price on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Sanford C. Bernstein increased their target price on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Wells Fargo & Company increased their target price on Microsoft from $650.00 to $675.00 and gave the stock an "overweight" rating in a research note on Monday, October 6th. Finally, Evercore ISI increased their target price on Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research note on Friday, July 25th. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $618.97.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 completion of the sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

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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