Fischer Financial Services Inc. Has $14.08 Million Stock Position in Microsoft Corporation $MSFT

Key Points

• Fischer Financial Services Inc. increased its stake in Microsoft Corporation by 2.0% in the first quarter, owning 37,505 shares valued at approximately $14.08 million.
• Microsoft reported quarterly earnings of $3.65 per share, surpassing estimates by $0.30, and revenue of $76.44 billion, which was above forecasts and up 18.1% year-over-year.
• The company announced a quarterly dividend of $0.83 per share, representing an annualized yield of 0.7%, with a payout ratio currently at 24.34%.

Fischer Financial Services Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,505 shares of the software giant's stock after acquiring an additional 718 shares during the period. Microsoft comprises about 4.5% of Fischer Financial Services Inc.'s portfolio, making the stock its 5th largest position. Fischer Financial Services Inc.'s holdings in Microsoft were worth $14,079,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Fosun International Ltd raised its stake in shares of Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after acquiring an additional 23 shares during the last quarter. Alliance Wealth Management Group increased its position in shares of Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock worth $2,368,000 after buying an additional 25 shares during the period. Guidance Point Advisors LLC increased its position in shares of Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock worth $1,811,000 after buying an additional 25 shares during the period. Orin Green Financial LLC increased its position in shares of Microsoft by 1.2% during the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock worth $767,000 after buying an additional 25 shares during the period. Finally, Life Planning Partners Inc increased its position in shares of Microsoft by 5.1% during the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock worth $228,000 after buying an additional 26 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

MSFT has been the subject of several recent analyst reports. TD Cowen increased their price objective on shares of Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Bank of America lifted their price objective on shares of Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Scotiabank raised their price target on shares of Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research report on Thursday, July 31st. Westpark Capital reissued a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. Finally, Oppenheimer raised their price target on shares of Microsoft from $600.00 to $630.00 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 given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $612.54.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business'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 approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business'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 transaction of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

MSFT stock traded down $12.97 during mid-day trading on Friday, hitting $495.00. The company had a trading volume of 31,963,969 shares, compared to its average volume of 22,259,959. The firm has a market cap of $3.68 trillion, a PE ratio of 36.29, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04. 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 12 month low of $344.79 and a 12 month high of $555.45. The stock's fifty day moving average price is $509.95 and its two-hundred day moving average price is $450.01.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company's revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be paid a $0.83 dividend. The ex-dividend date is Thursday, August 21st. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

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.