Lee Kelleher Wealth Management Invests $260,000 in Microsoft Corporation $MSFT

Key Points

• Lee Kelleher Wealth Management has made a new investment in Microsoft Corporation, purchasing 522 shares valued at approximately $260,000 during the 2nd quarter.
• Recent insider transactions include significant stock sales by CEO Satya Nadella and EVP Takeshi Numoto, decreasing their ownership stakes by 15.87% and 11.03% respectively.
• Microsoft has increased its quarterly dividend from $0.83 to $0.91 per share, reflecting a commitment to returning value to shareholders.

Lee Kelleher Wealth Management bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 522 shares of the software giant's stock, valued at approximately $260,000.

Several other large investors also recently bought and sold shares of MSFT. WFA Asset Management Corp grew its position 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 purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. boosted its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after acquiring an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC boosted its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer 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. Corporate insiders own 0.03% of the company's stock.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Cantor Fitzgerald upped their price objective on shares of Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. DA Davidson upped their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Jefferies Financial Group upped their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Morgan Stanley upped their price objective 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, Evercore ISI upped their price objective on shares of Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a report on Friday, July 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $617.63.

Microsoft Stock Performance

NASDAQ:MSFT opened at $515.74 on Friday. 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 company has a fifty day moving average of $512.75 and a two-hundred day moving average of $465.70. The stock has a market capitalization of $3.83 trillion, a PE ratio of 37.81, a P/E/G ratio of 2.26 and a beta of 1.03. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm's revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the prior year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

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.

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