LVW Advisors LLC Increases Stock Position in Microsoft Corporation $MSFT

LVW Advisors LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 12.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 34,228 shares of the software giant's stock after acquiring an additional 3,779 shares during the quarter. Microsoft comprises about 1.9% of LVW Advisors LLC's investment portfolio, making the stock its 14th biggest holding. LVW Advisors LLC's holdings in Microsoft were worth $17,025,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the business. PMV Capital Advisers LLC raised its stake in Microsoft by 5.9% during the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant's stock worth $178,000 after acquiring an additional 20 shares during the period. Seek First Inc. boosted its stake in shares of Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant's stock valued at $675,000 after purchasing an additional 20 shares during the period. Level Financial Advisors boosted its stake in shares of Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant's stock valued at $1,333,000 after purchasing an additional 20 shares during the period. Guided Capital Wealth Management LLC lifted its stake in Microsoft by 0.4% in the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant's stock worth $2,688,000 after acquiring an additional 21 shares during the period. Finally, Great Oak Capital Partners LLC raised its holdings in Microsoft by 0.9% in the second quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant's stock worth $1,157,000 after purchasing an additional 21 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction on Tuesday, August 12th. The stock was 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction on 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 sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was 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 Upgrades and Downgrades

A number of brokerages have commented on MSFT. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a report on Thursday. Citigroup upped their price objective on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. Evercore ISI upped their target price on Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research note on Friday, July 25th. Scotiabank increased their price objective on Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. Finally, Stifel Nicolaus raised their target price on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research note on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $618.47.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $514.05 on Tuesday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.82 trillion, a PE ratio of 37.69, a price-to-earnings-growth ratio of 2.22 and a beta of 1.03. The stock's 50-day simple moving average is $512.69 and its 200-day simple moving average is $473.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping 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%. The company's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period last year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm 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 $0.91 dividend. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. 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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