Microsoft Corporation $MSFT is FSA Advisors Inc.'s 3rd Largest Position

Key Points

• FSA Advisors Inc. increased its stake in Microsoft Corporation by 124.4%, acquiring an additional 4,816 shares during the first quarter, making Microsoft its 3rd biggest holding.
• Multiple equities research analysts have recently raised their price targets for Microsoft, with Scotiabank setting a new target of $650.00 and the stock currently holding an average rating of "Moderate Buy".
• Microsoft declared a quarterly dividend of $0.83 per share, with a yield of 0.7%, scheduled to be paid on September 11th to shareholders of record as of August 21st.

FSA Advisors Inc. boosted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 124.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,686 shares of the software giant's stock after buying an additional 4,816 shares during the quarter. Microsoft makes up approximately 2.6% of FSA Advisors Inc.'s portfolio, making the stock its 3rd largest holding. FSA Advisors Inc.'s holdings in Microsoft were worth $3,261,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Brady Martz Wealth Solutions LLC lifted its stake in Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after purchasing an additional 95 shares in the last quarter. Strategic Financial Services Inc. lifted its stake in Microsoft by 7.8% in the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after purchasing an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. lifted its stake in Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after purchasing an additional 1,043 shares in the last quarter. Intellus Advisors LLC purchased a new stake in shares of Microsoft during the 4th quarter valued at approximately $16,075,000. Finally, Meridian Wealth Advisors LLC raised its position in shares of Microsoft by 3.8% during the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after buying an additional 2,014 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Down 2.6%

Shares of NASDAQ:MSFT traded down $12.97 during trading on Friday, hitting $495.00. The company's stock had a trading volume of 31,963,969 shares, compared to its average volume of 19,697,988. The business has a 50 day moving average price of $509.93 and a two-hundred day moving average price of $450.85. The company has a market capitalization of $3.68 trillion, a PE ratio of 36.29, a P/E/G ratio of 2.16 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 fifty-two week low of $344.79 and a fifty-two week high of $555.45.

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 the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company's quarterly revenue was up 18.1% compared to the same quarter last year. 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. As a group, research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Analyst Upgrades and Downgrades

MSFT has been the topic of several analyst reports. Truist Financial lifted their price target on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research report on Monday, August 18th. Mizuho lifted their target price on shares of Microsoft from $540.00 to $625.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. UBS Group reiterated a "buy" rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. BMO Capital Markets lifted their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Finally, Scotiabank lifted their target price on shares of Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a report on Thursday, July 31st. One equities 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 company's stock. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Insiders Place Their Bets

In related news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction 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 in the company, 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 document filed with the SEC, which is accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction on 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. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft 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.