Capital Advisors Inc. OK Has $192.56 Million Position in Microsoft Corporation $MSFT

Capital Advisors Inc. OK trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.4% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 512,969 shares of the software giant's stock after selling 2,106 shares during the quarter. Microsoft comprises about 3.8% of Capital Advisors Inc. OK's portfolio, making the stock its 2nd biggest holding. Capital Advisors Inc. OK's holdings in Microsoft were worth $192,564,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Fosun International Ltd increased its position in Microsoft by 0.3% in 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 last quarter. 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 valued at $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 valued at $1,811,000 after buying an additional 25 shares during the period. Hudson Edge Investment Partners Inc. boosted its stake in Microsoft by 5.1% during the fourth quarter. Hudson Edge Investment Partners Inc. now owns 533 shares of the software giant's stock valued at $225,000 after buying an additional 26 shares during the period. Finally, Life Planning Partners Inc lifted 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 purchasing an additional 26 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Trading Up 0.6%

Shares of Microsoft stock opened at $507.23 on Friday. The firm has a market cap of $3.77 trillion, a price-to-earnings ratio of 37.19, a PEG ratio of 2.20 and a beta of 1.06. Microsoft Corporation has a twelve month low of $344.79 and a twelve month 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. The business has a 50-day moving average price of $506.08 and a 200-day moving average price of $444.11.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate 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 analyst estimates of $73.79 billion. During the same quarter last year, the business 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. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared 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 payout ratio is currently 24.34%.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business's 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 completion of the transaction, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold a total of 8,850 shares of company stock worth $4,406,512 over the last ninety days. Insiders own 0.03% of the company's stock.

Analyst Ratings Changes

MSFT has been the subject of several research analyst reports. Wells Fargo & Company reaffirmed 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. Royal Bank Of Canada boosted their price target on Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Mizuho upped their target price on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. KeyCorp upgraded 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. Finally, Guggenheim reissued a "neutral" rating on shares of Microsoft in a research report on Thursday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $612.54.

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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