Jackson Thornton Wealth Management LLC Has $4.15 Million Holdings in Microsoft Corporation $MSFT

Key Points

• Jackson Thornton Wealth Management increased its Microsoft stake by 36% in the first quarter, buying 2,967 additional shares and bringing its total to 11,200 shares valued at about $4.15 million.
• Microsoft continues to draw strong analyst support, with 42 analysts rating it a Buy and a consensus target price of $557.46, even as some firms have trimmed individual price targets.
• The company recently beat earnings expectations with $4.27 EPS on $82.89 billion in revenue, and it also announced a quarterly dividend of $0.91 per share payable on September 10.

Jackson Thornton Wealth Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 36.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,200 shares of the software giant's stock after acquiring an additional 2,967 shares during the period. Microsoft comprises approximately 0.4% of Jackson Thornton Wealth Management LLC's holdings, making the stock its 29th largest holding. Jackson Thornton Wealth Management LLC's holdings in Microsoft were worth $4,154,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. WFA Asset Management Corp grew its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after acquiring an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. lifted its position in shares of Microsoft by 1.2% during the fourth 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 in the last quarter. Finally, Eagle Capital Management LLC lifted its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,500 shares of the business's stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the completion of the transaction, the executive vice president directly owned 47,468 shares in the company, valued at approximately $19,122,009.12. The trade was a 8.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Judson Althoff sold 15,500 shares of the company's stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer directly owned 110,477 shares of the company's stock, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Citigroup raised shares of Microsoft from a "market outperform" rating to an "overweight" rating in a report on Thursday. Oppenheimer reiterated an "outperform" rating and issued a $515.00 price objective (down from $630.00) on shares of Microsoft in a research report on Monday, April 27th. CLSA assumed coverage on Microsoft in a research note on Monday. They issued an "outperform" rating and a $535.00 target price for the company. Evercore restated an "outperform" rating and set a $525.00 target price on shares of Microsoft in a research report on Wednesday, July 15th. Finally, Barclays reaffirmed an "overweight" rating on shares of Microsoft in a research note on Wednesday, June 3rd. Forty-two research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $557.46.

Microsoft Price Performance

MSFT opened at $402.29 on Tuesday. The company has a fifty day moving average price of $400.07 and a two-hundred day moving average price of $410.17. The firm has a market capitalization of $2.99 trillion, a PE ratio of 23.95, a P/E/G ratio of 1.19 and a beta of 1.13. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $555.45. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.27 and a current ratio of 1.28.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, beating analysts' consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion for the quarter, compared to the consensus estimate of $81.44 billion. During the same quarter in the prior year, the business posted $3.46 EPS. The firm's quarterly revenue was up 18.3% on a year-over-year basis. As a group, analysts anticipate that Microsoft Corporation will post 16.71 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.9%. Microsoft's dividend payout ratio (DPR) is 21.67%.

Trending Headlines about Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft announced an expanded strategic partnership with AMD to deploy Helios systems across Azure, reinforcing its AI infrastructure buildout and giving the stock a near-term boost. Microsoft expands AMD partnership with Helios AI infrastructure deployment on Azure
• Positive Sentiment: Analysts and commentators are framing Microsoft as attractively valued ahead of earnings, with some highlighting upside from Azure growth, AI execution, and Copilot adoption if management delivers strong commentary. Microsoft Stock Price Offers ‘Attractive Entry Point,’ Says Deutsche Bank Ahead of Q2 Earnings
• Neutral Sentiment: Microsoft is approaching fiscal Q4 earnings on July 29, and investors are watching for updates on Azure growth, AI spending, and whether Copilot is gaining traction. Microsoft earnings to spotlight Azure growth, AI spending
• Negative Sentiment: Sentiment is also being weighed down by a new securities-fraud lawsuit tied to prior AI/Copilot disclosures, which could add legal and reputational overhang ahead of earnings. MSFT Investors Have Opportunity to Lead Microsoft Corporation Securities Fraud Lawsuit

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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