Financial Harvest LLC Acquires Shares of 2,943 Microsoft Corporation $MSFT

Key Points

• Financial Harvest LLC has acquired 2,943 shares of Microsoft Corporation, valued at approximately $1,464,000, making it the firm's 15th largest position.
• Microsoft recently declared a quarterly dividend of $0.91 per share, an increase from the previous $0.83, with a record date of November 20th.
• CEO Satya Nadella sold 149,205 shares of Microsoft, which represents a 15.87% decrease in his holdings, valued at approximately $75.3 million.

Financial Harvest LLC acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 2,943 shares of the software giant's stock, valued at approximately $1,464,000. Microsoft accounts for about 1.1% of Financial Harvest LLC's investment portfolio, making the stock its 15th largest position.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Brady Martz Wealth Solutions LLC increased its position in shares of Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after acquiring an additional 95 shares during the last quarter. Real Talk Capital LLC boosted its holdings in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock valued at $860,000 after purchasing an additional 37 shares during the last quarter. Modern Wealth Management LLC grew its stake in Microsoft by 39.3% during the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock valued at $54,376,000 after purchasing an additional 40,860 shares in the last quarter. Lantz Financial LLC increased its holdings in Microsoft by 2.5% during the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant's stock worth $12,042,000 after purchasing an additional 580 shares during the last quarter. Finally, Bridgeway Capital Management LLC raised its position in shares of Microsoft by 8.3% in the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant's stock valued at $32,463,000 after purchasing an additional 6,617 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Microsoft

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

Microsoft Stock Performance

Shares of MSFT stock opened at $515.74 on Friday. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm has a market capitalization of $3.83 trillion, a price-to-earnings ratio of 37.81, a price-to-earnings-growth ratio of 2.26 and a beta of 1.03. The business has a 50 day simple moving average of $512.75 and a 200 day simple moving average of $465.70.

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

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders 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 represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase 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 analysts recently issued reports on the stock. Barclays restated an "overweight" rating and issued a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Arete boosted their target price on shares of Microsoft from $700.00 to $710.00 and gave the stock a "buy" rating in a research report on Wednesday. Citigroup upped their target price on shares of Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research note on Tuesday, July 22nd. Raymond James Financial lifted their price target on Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research note on Monday, July 28th. Finally, Jefferies Financial Group upped their price objective on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and a consensus target price of $617.63.

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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