Discipline Wealth Solutions LLC Increases Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Discipline Wealth Solutions LLC increased its stake in Microsoft Corporation by 34.9% during the 2nd quarter, now holding a total of 3,644 shares valued at approximately $1.8 million.
• Microsoft recently announced a quarterly dividend increase to $0.91 per share, payable on December 11th, which reflects a $3.64 annualized dividend and a yield of 0.7%.
• Multiple hedge funds have increased their positions in Microsoft, with institutional investors now owning 71.13% of the company's stock, showcasing strong ongoing investor interest.

Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 34.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,644 shares of the software giant's stock after buying an additional 943 shares during the period. Microsoft comprises about 0.7% of Discipline Wealth Solutions LLC's holdings, making the stock its 26th largest position. Discipline Wealth Solutions LLC's holdings in Microsoft were worth $1,813,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. increased its stake in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock worth $259,539,471,000 after acquiring an additional 7,314,509 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock worth $70,720,874,000 after acquiring an additional 3,103,212 shares in the last quarter. Norges Bank bought a new position in Microsoft during the 4th quarter valued at approximately $44,343,058,000. Northern Trust Corp increased its holdings in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Microsoft by 3.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant's stock worth $23,374,718,000 after acquiring an additional 2,306,485 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the company'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 value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.2%

MSFT stock opened at $510.02 on Thursday. 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 Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market cap of $3.79 trillion, a price-to-earnings ratio of 37.39, a PEG ratio of 2.22 and a beta of 1.04. The business's 50-day moving average is $511.28 and its 200 day moving average is $456.20.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (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 for the quarter, compared to analysts' expectations of $73.79 billion. During the same period in the previous year, the firm posted $2.95 EPS. Microsoft's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on MSFT shares. The Goldman Sachs Group upped their price objective on Microsoft from $480.00 to $550.00 and gave the stock a "buy" rating in a research note on Wednesday, May 21st. Wells Fargo & Company reiterated an "overweight" rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Royal Bank Of Canada upped their price objective on Microsoft from $525.00 to $640.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Loop Capital upped their price objective on Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Finally, Sanford C. Bernstein upped their price objective on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus 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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