Independence Financial Advisors LLC bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 2,809 shares of the software giant's stock, valued at approximately $1,054,000. Microsoft makes up about 0.4% of Independence Financial Advisors LLC's holdings, making the stock its 22nd biggest holding.
Other institutional investors also recently modified their holdings of the company. Newton One Investments LLC boosted its holdings in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after buying an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft during the 4th quarter valued at approximately $31,000. LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter valued at approximately $44,000. IFS Advisors LLC increased its stake in shares of 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 last quarter. Finally, Fairway Wealth LLC bought a new stake in shares of Microsoft in the 4th quarter worth approximately $62,000. 71.13% of the stock is owned by institutional investors.
Microsoft Trading Down 2.6%
NASDAQ:MSFT traded down $12.97 during trading hours on Friday, reaching $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 company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The firm has a market capitalization of $3.68 trillion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.22 and a beta of 1.04. The firm has a 50-day simple moving average of $509.93 and a 200-day simple moving average of $450.60. 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 quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period last year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Research analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.
Microsoft Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be paid a $0.83 dividend. This represents a $3.32 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's payout ratio is 24.34%.
Wall Street Analysts Forecast Growth
MSFT has been the topic of several research reports. Wells Fargo & Company restated an "overweight" rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft 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. Sanford C. Bernstein raised their price objective on shares of Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. DA Davidson lifted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald increased their target price on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.
Check Out Our Latest Analysis on Microsoft
Insider Activity at Microsoft
In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value 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. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction that occurred on 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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.
Microsoft Company Profile
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Free Report)
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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