Fountainhead AM LLC Raises Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Fountainhead AM LLC increased its stake in Microsoft Corporation by 43.3%, owning a total of 10,831 shares valued at approximately $4,066,000.
• Several other institutional investors also made significant changes to their holdings in Microsoft, with 71.13% of the stock now owned by institutional investors.
• Microsoft recently announced a quarterly dividend of $0.83 per share and had a strong quarterly earnings report, surpassing revenue expectations by $2.65 billion.

Fountainhead AM LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 43.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,831 shares of the software giant's stock after purchasing an additional 3,272 shares during the quarter. Microsoft comprises 0.7% of Fountainhead AM LLC's holdings, making the stock its 23rd largest holding. Fountainhead AM LLC's holdings in Microsoft were worth $4,066,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Microsoft during the fourth quarter valued at about $44,343,058,000. GAMMA Investing LLC grew its position in shares of Microsoft by 40,290.4% in the 1st quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant's stock worth $17,528,950,000 after buying an additional 46,579,693 shares during the last quarter. Proficio Capital Partners LLC raised its stake in shares of Microsoft by 34,643.3% during the 4th quarter. Proficio Capital Partners LLC now owns 16,837,278 shares of the software giant's stock worth $7,096,913,000 after acquiring an additional 16,788,816 shares in the last quarter. Northern Trust Corp raised 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 in the last quarter. Finally, Vanguard Group Inc. lifted its position in Microsoft by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock valued at $288,336,224,000 after acquiring an additional 10,431,988 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, 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 sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.03% of the company's stock.

Microsoft Stock Down 0.6%

Microsoft stock opened at $506.69 on Monday. The business's 50-day simple moving average is $508.77 and its two-hundred day simple moving average is $447.85. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The company has a market cap of $3.77 trillion, a PE ratio of 37.15, a PEG ratio of 2.21 and a beta of 1.04. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analysts' expectations of $73.79 billion. During the same period last year, the business posted $2.95 earnings per share. The company's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on MSFT shares. Morgan Stanley lifted their price target on shares of Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a report on Thursday, July 31st. Jefferies Financial Group raised their price objective on Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Piper Sandler boosted their target price on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Wells Fargo & Company reaffirmed an "overweight" rating and set a $650.00 target price (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Finally, Scotiabank raised their price target on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a 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 assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average 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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