Jeppson Wealth Management LLC Has $6.77 Million Stake in Microsoft Corporation $MSFT

Jeppson Wealth Management LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,604 shares of the software giant's stock after selling 545 shares during the period. Microsoft accounts for approximately 2.3% of Jeppson Wealth Management LLC's holdings, making the stock its 6th biggest position. Jeppson Wealth Management LLC's holdings in Microsoft were worth $6,767,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Newton One Investments LLC boosted its holdings in shares of 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 purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft in the 4th quarter valued at about $31,000. Bulwark Capital Corp bought a new position in shares of Microsoft in the 2nd quarter valued at about $32,000. Westend Capital Management LLC lifted its holdings in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock valued at $36,000 after acquiring an additional 58 shares during the last quarter. Finally, LSV Asset Management bought a new position in shares of Microsoft in the 4th quarter valued at about $44,000. Institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Citigroup increased their price target on shares of Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a report on Tuesday, July 22nd. Evercore ISI increased their price target on shares of Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a report on Friday, July 25th. Piper Sandler increased their price target on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. Morgan Stanley increased their price target on shares of Microsoft from $582.00 to $625.00 and gave the company an "overweight" rating in a report on Friday, September 26th. Finally, Sanford C. Bernstein increased their price target on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $618.47.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value 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 $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company's stock, 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 owned by company insiders.

Microsoft Price Performance

NASDAQ MSFT opened at $524.85 on Thursday. 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's 50 day moving average price is $513.61 and its 200-day moving average price is $469.46. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market cap of $3.90 trillion, a PE ratio of 38.48, a P/E/G ratio of 2.28 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm 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 firm earned $2.95 earnings per share. The company's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft's payout ratio is 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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