FSM Wealth Advisors LLC Boosts Holdings in Microsoft Corporation $MSFT

Key Points

• FSM Wealth Advisors LLC increased its holdings in Microsoft Corporation by 8.4% in Q1, owning 23,198 shares valued at approximately $8.7 million.
• Multiple analysts upgraded their price targets for Microsoft, with Jefferies Financial Group setting a new target of $675 and maintaining a "buy" rating.
• Microsoft reported earnings of $3.65 per share for the last quarter, exceeding expectations, and announced a quarterly dividend of $0.83 to be paid to shareholders on September 11th.

FSM Wealth Advisors LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,198 shares of the software giant's stock after purchasing an additional 1,792 shares during the period. Microsoft accounts for about 2.0% of FSM Wealth Advisors LLC's holdings, making the stock its 15th biggest position. FSM Wealth Advisors LLC's holdings in Microsoft were worth $8,708,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. WFA Asset Management Corp raised its position in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its position in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. raised its position in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after acquiring an additional 28 shares during the period. Finally, Tallon Kerry Patrick bought a new stake in Microsoft in the fourth quarter worth about $1,375,000. 71.13% of the stock is owned by institutional investors.

Insider Buying and Selling at Microsoft

In other news, EVP Kathleen T. Hogan sold 21,500 shares of the company's stock in a transaction dated Wednesday, May 21st. The shares were sold at an average price of $453.77, for a total value of $9,756,055.00. Following the sale, the executive vice president directly owned 134,888 shares of the company's stock, valued at $61,208,127.76. This represents a 13.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 30,350 shares of company stock valued at $14,162,567 over the last 90 days. Company insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

MSFT has been the subject of several recent research reports. Morgan Stanley lifted their target price on shares of Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Royal Bank Of Canada lifted their target price on shares of Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Jefferies Financial Group lifted their target price on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a research note on Thursday, July 31st. Finally, BMO Capital Markets increased their target price on shares of Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Microsoft Trading Down 1.4%

NASDAQ:MSFT traded down $7.4250 during midday trading on Tuesday, reaching $509.6750. 12,654,787 shares of the stock traded hands, compared to its average volume of 22,237,453. The company has a fifty day moving average of $503.49 and a 200 day moving average of $441.90. 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 quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $3.79 trillion, a P/E ratio of 37.38, a PEG ratio of 2.28 and a beta of 1.06.

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, beating analysts' consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period in the prior year, the business posted $2.95 EPS. The firm's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The business 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 $0.83 dividend. The ex-dividend date is Thursday, August 21st. This represents a $3.32 annualized dividend and a yield of 0.7%. Microsoft's dividend payout ratio is 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.