Bogart Wealth LLC Has $26.68 Million Stock Position in Microsoft Corporation $MSFT

Bogart Wealth LLC raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 71,061 shares of the software giant's stock after purchasing an additional 5,523 shares during the quarter. Microsoft accounts for approximately 1.3% of Bogart Wealth LLC's holdings, making the stock its 18th largest holding. Bogart Wealth LLC's holdings in Microsoft were worth $26,675,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Fosun International Ltd grew its position in Microsoft by 0.3% during the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock worth $2,490,000 after purchasing an additional 23 shares during the last quarter. Alliance Wealth Management Group grew its holdings in Microsoft by 0.4% in the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock valued at $2,368,000 after purchasing an additional 25 shares during the period. Guidance Point Advisors LLC lifted its position in Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after buying an additional 25 shares in the last quarter. Life Planning Partners Inc lifted its position in Microsoft by 5.1% during the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock valued at $228,000 after buying an additional 26 shares in the last quarter. Finally, Core Wealth Advisors Inc. lifted its position in shares of Microsoft by 1.5% during the fourth quarter. Core Wealth Advisors Inc. now owns 1,856 shares of the software giant's stock worth $782,000 after purchasing an additional 27 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a research report on Thursday, July 31st. Evercore ISI raised their price objective on shares of Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research note on Friday, July 25th. Bank of America lifted their price objective on Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a report on Thursday, July 31st. BMO Capital Markets boosted their target price on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Piper Sandler increased their target price on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. One equities 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 company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.03% of the stock is currently owned by company insiders.

Microsoft Trading Down 0.6%

NASDAQ MSFT opened at $506.69 on Friday. The company has a market cap of $3.77 trillion, a price-to-earnings ratio of 37.15, a P/E/G ratio of 2.23 and a beta of 1.06. The company has a quick ratio of 1.35, a current 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. The business has a 50 day moving average price of $508.77 and a 200-day moving average price of $447.33.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS 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 firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 EPS. The business'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. As a group, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be given a $0.83 dividend. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio is currently 24.34%.

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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