GR Financial Group LLC Has $1.79 Million Stake in Microsoft Corporation $MSFT

Key Points

• GR Financial Group LLC significantly increased its position in Microsoft Corporation by 216.3%, acquiring an additional 3,264 shares in the first quarter, making Microsoft its 6th largest position.
• Microsoft's quarterly earnings report revealed a surge in revenue to $76.44 billion, surpassing analyst estimates, and an EPS of $3.65, which exceeded expectations by $0.30.
• The firm announced a quarterly dividend of $0.83 per share, scheduled for payment on September 11th, which corresponds to a yield of 0.6% and a dividend payout ratio of 24.34%.

GR Financial Group LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 216.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,773 shares of the software giant's stock after acquiring an additional 3,264 shares during the period. Microsoft accounts for 0.3% of GR Financial Group LLC's holdings, making the stock its 6th largest position. GR Financial Group LLC's holdings in Microsoft were worth $1,792,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Tallon Kerry Patrick purchased a new stake in Microsoft during the 4th quarter worth about $1,375,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Price Performance

NASDAQ:MSFT traded down $7.4250 during trading hours on Tuesday, reaching $509.6750. 12,654,787 shares of the company traded hands, compared to its average volume of 22,237,453. The firm's 50-day moving average is $503.49 and its 200-day moving average is $441.90. The stock has a market cap of $3.79 trillion, a P/E ratio of 37.38, a P/E/G ratio of 2.28 and a beta of 1.06. 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 1-year low of $344.79 and a 1-year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its 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 return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. During the same quarter in the prior year, the firm earned $2.95 EPS. Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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 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 payout ratio is currently 24.34%.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Bank of America upped their price objective on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Royal Bank Of Canada upped their price objective on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Piper Sandler upped their price objective on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Oppenheimer upped their price objective on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Scotiabank upped their target price on Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $612.54.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president directly 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kathleen T. Hogan sold 21,500 shares of the business'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 completion of the sale, the executive vice president directly owned 134,888 shares of the company's stock, valued at approximately $61,208,127.76. This represents a 13.75% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 30,350 shares of company stock worth $14,162,567. Corporate 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.