Fiduciary Alliance LLC Has $60.21 Million Position in Microsoft Corporation $MSFT

Key Points

• Fiduciary Alliance LLC increased its stake in Microsoft Corporation by 18.4%, owning 121,045 shares valued at approximately $60.21 million.
• Wall Street analysts remain optimistic about Microsoft, with multiple firms raising their price targets, including UBS Group with a target of $650.00.
• Microsoft announced a quarterly dividend increase to $0.91 per share, reflecting a positive change from the previously reported $0.83.

Fiduciary Alliance LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 18.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 121,045 shares of the software giant's stock after purchasing an additional 18,853 shares during the period. Microsoft makes up approximately 4.5% of Fiduciary Alliance LLC's holdings, making the stock its biggest position. Fiduciary Alliance LLC's holdings in Microsoft were worth $60,209,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Newton One Investments LLC lifted its holdings in shares of Microsoft by 66.7% during the 1st 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 during the fourth quarter worth about $31,000. Bulwark Capital Corp bought a new position in Microsoft during the second quarter worth about $32,000. LSV Asset Management bought a new position in Microsoft during the fourth quarter worth about $44,000. Finally, IFS Advisors LLC lifted its stake in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after purchasing an additional 50 shares during the period. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on MSFT shares. UBS Group reissued a "buy" rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Citigroup increased their price objective on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research note on Tuesday, July 22nd. Mizuho increased their price objective on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Barclays reiterated an "overweight" rating and set a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. Finally, Scotiabank increased their target price on shares of Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Stock Down 0.7%

Shares of NASDAQ MSFT opened at $514.45 on Tuesday. The stock has a market cap of $3.82 trillion, a P/E ratio of 37.72, a P/E/G ratio of 2.26 and a beta of 1.04. The firm has a 50 day moving average price of $511.94 and a 200 day moving average price of $459.59. 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 Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly 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. 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 analyst estimates of $73.79 billion. During the same quarter in the previous year, the business earned $2.95 EPS. The firm's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft's payout ratio is presently 24.34%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company's 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 completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the company'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 transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

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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