Falcon Wealth Planning Boosts Stake in Microsoft Corporation $MSFT

Key Points

• Falcon Wealth Planning increased its stake in Microsoft Corporation by 6.5% during the second quarter, now owning 12,210 shares valued at approximately $6.07 million.
• Microsoft has announced a quarterly dividend increase to $0.91 per share, up from $0.83, representing an annualized yield of 0.7%.
• Corporate insiders have recently sold significant amounts of Microsoft stock, including CEO Satya Nadella, who sold over 149,000 shares valued at approximately $75.3 million.

Falcon Wealth Planning increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,210 shares of the software giant's stock after buying an additional 745 shares during the period. Microsoft accounts for about 0.6% of Falcon Wealth Planning's investment portfolio, making the stock its 22nd biggest position. Falcon Wealth Planning's holdings in Microsoft were worth $6,073,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in MSFT. Newton One Investments LLC raised its position in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft during the fourth quarter valued at approximately $31,000. Bulwark Capital Corp purchased a new stake in Microsoft during the second quarter valued at approximately $32,000. Westend Capital Management LLC raised its position in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock valued at $36,000 after purchasing an additional 58 shares during the period. Finally, LSV Asset Management purchased a new stake in Microsoft during the fourth quarter valued at approximately $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Microsoft

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

Microsoft Stock Down 2.2%

Shares of NASDAQ MSFT opened at $510.96 on Friday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a market capitalization of $3.80 trillion, a PE ratio of 37.46, a price-to-earnings-growth ratio of 2.27 and a beta of 1.03. The stock's fifty day simple moving average is $513.12 and its two-hundred day simple moving average is $471.16. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results 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. The business had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business's revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter last year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed 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 a boost from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on MSFT. Stifel Nicolaus upped their price objective on Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a research report on Monday, July 28th. Arete increased their price target on Microsoft from $700.00 to $710.00 and gave the stock a "buy" rating in a report on Wednesday, October 1st. Weiss Ratings reiterated a "buy (b)" rating on shares of Microsoft in a report on Wednesday. Evercore ISI increased their price target on Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a report on Friday, July 25th. Finally, Melius Research increased their price target on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $618.47.

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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