Global Wealth Management Investment Advisory Inc. Has $10.87 Million Stock Holdings in Microsoft Corporation $MSFT

Global Wealth Management Investment Advisory Inc. lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,956 shares of the software giant's stock after acquiring an additional 2,330 shares during the period. Microsoft makes up about 2.2% of Global Wealth Management Investment Advisory Inc.'s investment portfolio, making the stock its 12th largest holding. Global Wealth Management Investment Advisory Inc.'s holdings in Microsoft were worth $10,870,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Vanguard Group Inc. increased its position in shares of Microsoft by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock worth $288,336,224,000 after acquiring an additional 10,431,988 shares in the last quarter. Geode Capital Management LLC grew its position in Microsoft by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock valued at $70,720,874,000 after purchasing an additional 3,103,212 shares in the last quarter. Norges Bank bought a new position in Microsoft in the fourth quarter valued at $44,343,058,000. Northern Trust Corp grew its position in Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Microsoft by 9.8% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm's 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 completion of the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. In the last ninety days, insiders have sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

NASDAQ MSFT opened at $509.77 on Wednesday. The firm has a 50-day moving average of $504.26 and a 200-day moving average of $442.37. 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 cap of $3.79 trillion, a PE ratio of 37.37, a P/E/G ratio of 2.26 and a beta of 1.06. Microsoft Corporation has a 52-week low of $344.79 and a 52-week 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 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft's quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business 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 dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on MSFT shares. Stifel Nicolaus raised their target price on shares of Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a research report on Monday, July 28th. BMO Capital Markets raised their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Needham & Company LLC reaffirmed a "buy" rating on shares of Microsoft in a research report on Thursday, May 1st. Barclays raised their target price on shares of Microsoft from $550.00 to $625.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Finally, Truist Financial lifted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

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.

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