Calamos Wealth Management LLC Has $89.04 Million Holdings in Microsoft Corporation $MSFT

Calamos Wealth Management LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 237,203 shares of the software giant's stock after acquiring an additional 12,945 shares during the quarter. Microsoft accounts for approximately 4.4% of Calamos Wealth Management LLC's investment portfolio, making the stock its 5th largest holding. Calamos Wealth Management LLC's holdings in Microsoft were worth $89,044,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. WFA Asset Management Corp grew its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its stake in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its stake in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its stake in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick purchased a new position in Microsoft in the fourth quarter valued at about $1,375,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $509.77 on Wednesday. The business's 50 day moving average price is $504.26 and its 200 day moving average price is $442.37. The firm has a market cap of $3.79 trillion, a P/E ratio of 37.37, a P/E/G ratio of 2.26 and a beta of 1.06. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. 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 (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (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 company 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. Microsoft's revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts have issued reports on MSFT shares. Piper Sandler lifted their target price on Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. BMO Capital Markets boosted their price target on Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. DA Davidson boosted their price target on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Oppenheimer boosted their price target on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Finally, Wells Fargo & Company restated an "overweight" rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction on 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 transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Over the last three months, insiders sold 8,850 shares of company stock worth $4,406,512. 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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