Liberty Wealth Management LLC Grows Holdings in Microsoft Corporation $MSFT

Key Points

• Liberty Wealth Management LLC significantly increased its stake in Microsoft by 1,895.1%, now owning 377,519 shares valued at approximately $141.7 million.
• Microsoft reported a Q1 2026 EPS guidance, with analysts predicting the company will post 13.08 EPS this year and recent quarterly earnings were $3.65, exceeding expectations.
• The firm announced a quarterly dividend of $0.83, yielding 0.7%, with a payout ratio of 24.34%, reflecting ongoing investor returns.

Liberty Wealth Management LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1,895.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 377,519 shares of the software giant's stock after purchasing an additional 358,597 shares during the quarter. Microsoft accounts for 2.6% of Liberty Wealth Management LLC's holdings, making the stock its 7th biggest holding. Liberty Wealth Management LLC's holdings in Microsoft were worth $141,717,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of the stock. Fosun International Ltd boosted its position in shares of Microsoft by 0.3% in the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock worth $2,490,000 after purchasing an additional 23 shares in the last quarter. Alliance Wealth Management Group raised its stake in Microsoft by 0.4% in the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock valued at $2,368,000 after buying an additional 25 shares during the last quarter. Guidance Point Advisors LLC raised its stake in Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after buying an additional 25 shares during the last quarter. Orin Green Financial LLC raised its stake in Microsoft by 1.2% in the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock valued at $767,000 after buying an additional 25 shares during the last quarter. Finally, Life Planning Partners Inc raised its stake in Microsoft by 5.1% in the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock valued at $228,000 after buying an additional 26 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Down 2.6%

Microsoft stock opened at $495.00 on Friday. The firm has a market cap of $3.68 trillion, a price-to-earnings ratio of 36.29, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The business's 50-day moving average price is $509.93 and its 200 day moving average price is $450.60. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period last year, the company earned $2.95 earnings per share. 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 year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be paid a $0.83 dividend. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's payout ratio is currently 24.34%.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of research analyst reports. Cantor Fitzgerald increased their price target on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Wall Street Zen upgraded Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Piper Sandler increased their price target on Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Citigroup lifted their price target on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. Finally, DA Davidson lifted their price target on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. One 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's stock. According to MarketBeat.com, Microsoft has an average rating of "Moderate Buy" and an average target price of $612.54.

Microsoft 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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