Lantz Financial LLC Buys 580 Shares of Microsoft Corporation $MSFT

Key Points

• Lantz Financial LLC increased its stake in Microsoft Corporation by 2.5%, acquiring an additional 580 shares, bringing its total holdings to 24,210 shares valued at approximately $12.04 million.
• Microsoft recently announced a quarterly dividend increase from $0.83 to $0.91 per share, with a payout date set for December 11th, reflecting an annualized dividend yield of 0.7%.
• In a recent earnings report, Microsoft surpassed analysts' expectations, reporting $3.65 earnings per share and a revenue of $76.44 billion, marking an 18.1% increase compared to the previous year.

Lantz Financial LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,210 shares of the software giant's stock after acquiring an additional 580 shares during the quarter. Microsoft comprises about 3.0% of Lantz Financial LLC's investment portfolio, making the stock its 3rd biggest holding. Lantz Financial LLC's holdings in Microsoft were worth $12,042,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Newton One Investments LLC raised its holdings in Microsoft by 66.7% during 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 period. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the 4th quarter worth approximately $31,000. Bulwark Capital Corp acquired a new position in Microsoft in the 2nd quarter worth approximately $32,000. LSV Asset Management acquired a new position in Microsoft in the 4th quarter worth approximately $44,000. Finally, IFS Advisors LLC boosted its stake in Microsoft by 50.0% in 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 period. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Microsoft Stock Performance

NASDAQ:MSFT opened at $511.46 on Monday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm's fifty day simple moving average is $512.03 and its 200 day simple moving average is $463.19. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $3.80 trillion, a PE ratio of 37.50, a PEG ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted 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. The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft's revenue was up 18.1% compared to the same quarter last year. During the same period last year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This is an increase from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Westpark Capital reaffirmed a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Jefferies Financial Group raised their price objective on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. UBS Group reiterated a "buy" rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Cantor Fitzgerald increased their target price on shares of Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Finally, BMO Capital Markets increased their target price on shares of Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $614.45.

Microsoft Company 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.

Want to see what other hedge funds are holding MSFT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Microsoft Corporation (NASDAQ:MSFT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.