Boyd Wealth Management LLC Invests $461,000 in Microsoft Corporation $MSFT

Key Points

• Boyd Wealth Management LLC invested $461,000 in Microsoft by acquiring 926 shares during the second quarter, as per their 13F filing with the SEC.
• Microsoft's CEO, Satya Nadella, sold over 149,000 shares at an average price of $504.78, reducing his ownership by 15.87%.
• Forecasts indicate that Microsoft will report a 13.08 earnings per share for the current year, following a strong quarterly revenue performance that exceeded analysts' expectations.

Boyd Wealth Management LLC acquired a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 926 shares of the software giant's stock, valued at approximately $461,000.

Several other institutional investors have also recently modified their holdings of the company. Family Investment Center Inc. raised its stake in shares of Microsoft by 156.9% in the second quarter. Family Investment Center Inc. now owns 1,395 shares of the software giant's stock worth $694,000 after purchasing an additional 852 shares during the last quarter. PICTET BANK & TRUST Ltd grew its holdings in Microsoft by 9.5% during the second quarter. PICTET BANK & TRUST Ltd now owns 9,875 shares of the software giant's stock worth $4,893,000 after acquiring an additional 857 shares during the period. Kelly Financial Group LLC grew its holdings in Microsoft by 2.7% during the second quarter. Kelly Financial Group LLC now owns 10,173 shares of the software giant's stock worth $5,060,000 after acquiring an additional 271 shares during the period. Financial Partners Group Inc grew its holdings in Microsoft by 0.9% during the second quarter. Financial Partners Group Inc now owns 42,898 shares of the software giant's stock worth $21,338,000 after acquiring an additional 365 shares during the period. Finally, Revisor Wealth Management LLC grew its holdings in Microsoft by 5.3% during the second quarter. Revisor Wealth Management LLC now owns 19,538 shares of the software giant's stock worth $9,798,000 after acquiring an additional 980 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business'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 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 disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of several analyst reports. Arete raised their target price on Microsoft from $700.00 to $710.00 and gave the stock a "buy" rating in a report on Wednesday, October 1st. Citigroup raised their target price on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a report on Tuesday, July 22nd. Scotiabank raised their target price on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. Truist Financial raised their target price on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a report on Monday, August 18th. Finally, KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price on the stock in a report on Thursday, July 31st. One 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. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $617.63.

Microsoft Price Performance

Shares of Microsoft stock opened at $517.35 on Monday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a market capitalization of $3.85 trillion, a P/E ratio of 37.93, a PEG ratio of 2.25 and a beta of 1.03. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The business's fifty day moving average price is $512.83 and its 200 day moving average price is $467.74.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results 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 firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. During the same quarter last year, the firm 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. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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