CBIZ Investment Advisory Services LLC Increases Stock Position in Microsoft Corporation $MSFT

CBIZ Investment Advisory Services LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 32.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,017 shares of the software giant's stock after acquiring an additional 497 shares during the period. Microsoft makes up 0.0% of CBIZ Investment Advisory Services LLC's investment portfolio, making the stock its 27th largest holding. CBIZ Investment Advisory Services LLC's holdings in Microsoft were worth $757,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Modern Wealth Management LLC boosted its position in shares of Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock worth $54,376,000 after purchasing an additional 40,860 shares in the last quarter. Plum Street Advisors LLC raised its stake in Microsoft by 4.8% during the first quarter. Plum Street Advisors LLC now owns 3,187 shares of the software giant's stock valued at $1,196,000 after buying an additional 146 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in Microsoft by 34.2% in the first quarter. Jones Financial Companies Lllp now owns 1,097,614 shares of the software giant's stock worth $415,139,000 after acquiring an additional 279,426 shares in the last quarter. Birmingham Capital Management Co. Inc. AL grew its stake in shares of Microsoft by 14.9% in the first quarter. Birmingham Capital Management Co. Inc. AL now owns 3,310 shares of the software giant's stock worth $1,243,000 after acquiring an additional 430 shares during the last quarter. Finally, Silicon Valley Capital Partners increased its holdings in shares of Microsoft by 6.9% during the first quarter. Silicon Valley Capital Partners now owns 103,727 shares of the software giant's stock valued at $39,292,000 after acquiring an additional 6,656 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the 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 completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Trading Up 1.1%

Microsoft stock opened at $515.36 on Tuesday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The firm has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 37.78, a P/E/G ratio of 2.23 and a beta of 1.04. The firm has a 50 day moving average of $510.90 and a 200 day moving average of $455.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company's revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio is currently 24.34%.

Analysts Set New Price Targets

A number of brokerages recently issued reports on MSFT. Truist Financial upped their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research note on Monday, August 18th. Scotiabank boosted their price target on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research note on Thursday, July 31st. Jefferies Financial Group increased their price objective on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. UBS Group reissued a "buy" rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Piper Sandler raised their target price on shares of Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a report 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 issued a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $612.54.

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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