Investments & Financial Planning LLC Purchases Shares of 632 Microsoft Corporation $MSFT

Investments & Financial Planning LLC purchased a new stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 632 shares of the software giant's stock, valued at approximately $237,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brady Martz Wealth Solutions LLC lifted its stake in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after purchasing an additional 95 shares in the last quarter. Strategic Financial Services Inc. lifted its stake in shares of Microsoft by 7.8% in the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock valued at $7,345,000 after purchasing an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. lifted its stake in shares of Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after purchasing an additional 1,043 shares in the last quarter. Intellus Advisors LLC acquired a new position in shares of Microsoft in the 4th quarter valued at about $16,075,000. Finally, Meridian Wealth Advisors LLC lifted its stake in shares of Microsoft by 3.8% in the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after purchasing an additional 2,014 shares in the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction 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 sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders sold 8,850 shares of company stock valued at $4,406,512 over the last quarter. 0.03% of the stock is owned by company insiders.

Microsoft Stock Performance

Shares of MSFT opened at $502.04 on Wednesday. The business's 50 day moving average is $507.06 and its two-hundred day moving average is $445.58. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market cap of $3.73 trillion, a price-to-earnings ratio of 36.81, a PEG ratio of 2.20 and a beta of 1.06. 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 (NASDAQ:MSFT - Get Free Report) last announced its earnings results 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. 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 analyst estimates of $73.79 billion. During the same period in the prior year, the company posted $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. Analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be issued a $0.83 dividend. 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 24.34%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on MSFT shares. Barclays lifted their price objective on Microsoft from $550.00 to $625.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Royal Bank Of Canada boosted their price target 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 boosted their price target on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. DA Davidson boosted their price target on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Finally, Citigroup boosted their price target on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. One investment 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 MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average target price 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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