Heartwood Wealth Advisors LLC Buys 1,107 Shares of Microsoft Corporation $MSFT

Key Points

• Heartwood Wealth Advisors LLC increased its holdings in Microsoft by 14.1% during Q2, owning a total of 8,959 shares valued at approximately $4.46 million.
• Microsoft has received multiple **upgrades** from analysts, with target prices ranging from $582.00 to $675.00, indicating strong market confidence.
• The company recently declared a **quarterly dividend increase** to $0.91 per share, up from $0.83, reflecting its strong financial performance and commitment to returning value to shareholders.

Heartwood Wealth Advisors LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,959 shares of the software giant's stock after purchasing an additional 1,107 shares during the quarter. Heartwood Wealth Advisors LLC's holdings in Microsoft were worth $4,456,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the stock. Newton One Investments LLC raised its holdings in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after buying an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new position in Microsoft during the fourth quarter worth $31,000. LSV Asset Management purchased a new stake in shares of Microsoft in the 4th quarter valued at $44,000. IFS Advisors LLC increased its holdings in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after purchasing an additional 50 shares during the period. Finally, ROSS JOHNSON & Associates LLC grew its stake in Microsoft by 155.7% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock worth $59,000 after buying an additional 95 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of research analyst reports. Morgan Stanley lifted their target price on Microsoft from $530.00 to $582.00 and gave the company an "overweight" rating in a report 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. Jefferies Financial Group raised their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. UBS Group reiterated a "buy" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, Truist Financial upped 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. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and an average price target of $612.54.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the business's 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 transaction, 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 ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Microsoft Price Performance

MSFT opened at $517.93 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a fifty day moving average of $511.71 and a 200-day moving average of $457.92. The firm has a market capitalization of $3.85 trillion, a P/E ratio of 37.97, a PEG ratio of 2.22 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating 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 company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same period last year, the business posted $2.95 earnings per share. The firm's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This is a boost from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is currently 24.34%.

About Microsoft

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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