Charles Schwab Trust Co increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.3% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 20,003 shares of the software giant's stock after acquiring an additional 1,866 shares during the period. Microsoft accounts for about 0.7% of Charles Schwab Trust Co's holdings, making the stock its 29th largest position. Charles Schwab Trust Co's holdings in Microsoft were worth $9,950,000 as of its most recent filing with the SEC.
Other hedge funds have also made changes to their positions in the company. WFA Asset Management Corp grew its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.
Analyst Upgrades and Downgrades
A number of analysts have issued reports on the company. Jefferies Financial Group raised their target price on Microsoft from $600.00 to $675.00 and gave the company a "buy" 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 company a "buy" rating in a report on Monday, August 18th. Westpark Capital restated a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. Royal Bank Of Canada restated a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research report on Friday, October 3rd. Finally, Wells Fargo & Company boosted their price objective on Microsoft from $650.00 to $675.00 and gave the company an "overweight" rating in a research report on Monday, October 6th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $618.47.
Read Our Latest Stock Report on Microsoft
Insider Buying and Selling at Microsoft
In related news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of 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 position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business'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 disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.
Microsoft Price Performance
Shares of MSFT stock opened at $514.05 on Tuesday. The stock's fifty day simple moving average is $512.69 and its 200 day simple moving average is $473.23. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market cap of $3.82 trillion, a price-to-earnings ratio of 37.69, a P/E/G ratio of 2.22 and a beta of 1.03. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.
Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the company posted $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. On average, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.
Microsoft Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio is presently 24.34%.
Microsoft Profile
(
Free Report)
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.
Further Reading
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.
Before you consider Microsoft, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.
While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
MarketBeat's analysts have just released their top five short plays for October 2025. Learn which stocks have the most short interest and how to trade them. Enter your email address to see which companies made the list.
Get This Free Report
