Fonville Wealth Management LLC Buys 941 Shares of Microsoft Corporation $MSFT

Fonville Wealth Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 11.3% in the first quarter, according to its most recent filing with the SEC. The fund owned 9,273 shares of the software giant's stock after acquiring an additional 941 shares during the period. Microsoft comprises 1.0% of Fonville Wealth Management LLC's portfolio, making the stock its 27th biggest position. Fonville Wealth Management LLC's holdings in Microsoft were worth $3,533,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of MSFT. Newton One Investments LLC increased its holdings in 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 purchasing an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft during the 4th quarter worth about $31,000. LSV Asset Management acquired a new stake in Microsoft during the 4th quarter worth about $44,000. IFS Advisors LLC lifted its position in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after acquiring an additional 50 shares during the period. Finally, Fairway Wealth LLC acquired a new position in Microsoft in the fourth quarter valued at approximately $62,000. 71.13% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts have commented on MSFT shares. The Goldman Sachs Group boosted their price objective on Microsoft from $480.00 to $550.00 and gave the stock a "buy" rating in a research note on Wednesday, May 21st. Cantor Fitzgerald upped their price objective on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. Truist Financial upped their price objective on Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a report on Monday, August 18th. UBS Group restated a "buy" rating and set a $650.00 price target (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, Mizuho upped their price target on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. One research 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 stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm'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 transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $509.64 on Friday. The firm has a market capitalization of $3.79 trillion, a PE ratio of 37.36, a price-to-earnings-growth ratio of 2.22 and a beta of 1.06. The business's fifty day moving average price is $508.18 and its 200 day moving average price is $446.67. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. 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 posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be issued a dividend of $0.83 per share. The ex-dividend date of this dividend 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%.

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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