Financial Gravity Asset Management Inc. Makes New $4.99 Million Investment in Microsoft Corporation $MSFT

Financial Gravity Asset Management Inc. purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 13,289 shares of the software giant's stock, valued at approximately $4,989,000. Microsoft comprises about 1.1% of Financial Gravity Asset Management Inc.'s investment portfolio, making the stock its 23rd biggest position.

Several other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in shares of Microsoft by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock worth $288,336,224,000 after acquiring an additional 10,431,988 shares during the period. Geode Capital Management LLC boosted its stake in shares of Microsoft by 1.9% during 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 during the period. Norges Bank bought a new position in shares of Microsoft during the 4th quarter worth approximately $44,343,058,000. Northern Trust Corp boosted its stake in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its stake in shares of Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock worth $25,273,704,000 after acquiring an additional 5,370,546 shares during the period. Institutional investors and hedge funds 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 dated 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 sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 8,850 shares of company stock valued at $4,406,512. Insiders own 0.03% of the company's stock.

Microsoft Price Performance

Microsoft stock opened at $506.74 on Thursday. 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. The stock has a market capitalization of $3.77 trillion, a P/E ratio of 37.15, a price-to-earnings-growth ratio of 2.19 and a beta of 1.06. The stock has a fifty day moving average of $507.59 and a 200-day moving average of $446.00.

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

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be given a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's payout ratio is 24.34%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on MSFT shares. Mizuho lifted their target price on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. TD Cowen boosted their price target on Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Bank of America boosted their price target on Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. The Goldman Sachs Group boosted their price target on Microsoft from $480.00 to $550.00 and gave the company a "buy" rating in a research note on Wednesday, May 21st. Finally, Wall Street Zen upgraded Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $612.54.

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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