Compass Financial Services Inc Purchases 1,014 Shares of Microsoft Corporation $MSFT

Key Points

• Compass Financial Services Inc has increased its stake in Microsoft Corporation by 108.4%, acquiring an additional 1,014 shares to hold a total of 1,949 shares, valued at approximately $732,000.
• Microsoft has reported a net margin of 36.15% and a revenue of $76.44 billion for the last quarter, surpassing analyst expectations by $2.65 billion.
• The company is set to increase its quarterly dividend to $0.91 per share, resulting in an annualized dividend yield of 0.7%, up from the previous $0.83.

Compass Financial Services Inc lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 108.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,949 shares of the software giant's stock after buying an additional 1,014 shares during the period. Microsoft comprises 0.4% of Compass Financial Services Inc's portfolio, making the stock its 22nd largest holding. Compass Financial Services Inc's holdings in Microsoft were worth $732,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Newton One Investments LLC raised its position in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after acquiring an additional 30 shares during the period. Ball & Co Wealth Management Inc. bought a new position in Microsoft in the fourth quarter worth approximately $31,000. LSV Asset Management bought a new position in Microsoft in the fourth quarter worth approximately $44,000. IFS Advisors LLC raised its position in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after acquiring an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC raised its position in Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock worth $59,000 after acquiring an additional 95 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

MSFT opened at $515.36 on Tuesday. The stock has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 37.78, a PEG ratio of 2.23 and a beta of 1.04. The company has a fifty day moving average of $510.90 and a 200 day moving average of $455.45. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same period last year, the company posted $2.95 earnings per share. Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts forecast 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 dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is 24.34%.

Analysts Set New Price Targets

MSFT has been the topic of several recent research reports. Raymond James Financial increased their price target on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research report on Monday, July 28th. Cantor Fitzgerald increased their price target on shares of Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Loop Capital increased their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Mizuho increased their price target on shares of Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Jefferies Financial Group increased their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. One equities research 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 company's stock. According to MarketBeat.com, the company 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 Microsoft stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Company 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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