Kathleen S. Wright Associates Inc. Acquires 1,212 Shares of Microsoft Corporation $MSFT

Kathleen S. Wright Associates Inc. raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 175.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,903 shares of the software giant's stock after purchasing an additional 1,212 shares during the quarter. Kathleen S. Wright Associates Inc.'s holdings in Microsoft were worth $714,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in MSFT. Brady Martz Wealth Solutions LLC grew its stake in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after acquiring an additional 95 shares in the last quarter. Strategic Financial Services Inc. lifted its stake in Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after purchasing an additional 1,268 shares during the last quarter. Elevate Wealth Advisory Inc. boosted its stake in Microsoft by 147.9% in the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after buying an additional 1,043 shares in the last quarter. Intellus Advisors LLC bought a new stake in shares of Microsoft during the 4th quarter valued at approximately $16,075,000. Finally, Meridian Wealth Advisors LLC increased its holdings in shares of Microsoft by 3.8% during the fourth quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock worth $23,144,000 after buying an additional 2,014 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.03% of the stock is owned by insiders.

Microsoft Stock Down 0.3%

Shares of Microsoft stock opened at $505.12 on Wednesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company has a 50-day moving average of $509.48 and a 200 day moving average of $448.93. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a market cap of $3.75 trillion, a price-to-earnings ratio of 37.03, a PEG ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping 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 firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. During the same period in the prior year, the firm posted $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. As a group, sell-side analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be given 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%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on MSFT. UBS Group reaffirmed a "buy" rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. TD Cowen upped their price objective on shares of Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a report on Thursday, July 31st. BMO Capital Markets lifted their price target on Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Sanford C. Bernstein increased their price target on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Finally, Jefferies Financial Group upped their price target on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $612.54.

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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