Microsoft Corporation $MSFT Holdings Boosted by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,552,235 shares of the software giant's stock after buying an additional 234,123 shares during the quarter. Microsoft comprises 1.3% of Envestnet Asset Management Inc.'s holdings, making the stock its 9th largest position. Envestnet Asset Management Inc. owned 0.14% of Microsoft worth $3,961,203,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp raised its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its position in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its position 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 purchasing an additional 28 shares during the period. Finally, Tallon Kerry Patrick acquired a new stake in shares of Microsoft in the 4th quarter valued at about $1,375,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Analyst Upgrades and Downgrades

Several analysts have commented on the company. Jefferies Financial Group upped their price objective on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Morgan Stanley increased their target price on Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Sanford C. Bernstein raised their price objective on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Mizuho raised their price target on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Piper Sandler raised their price objective on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a 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 stock. According to data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Stock Up 0.6%

Shares of Microsoft stock opened at $507.23 on Friday. The firm has a market cap of $3.77 trillion, a P/E ratio of 37.19, a P/E/G ratio of 2.20 and a beta of 1.06. The business has a 50-day moving average price of $506.08 and a 200 day moving average price of $444.11. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. 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, beating the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during 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%.The business's revenue was up 18.1% compared to the same quarter last year. During the same period in the prior year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Dividend Announcement

The company 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 is Thursday, August 21st. Microsoft's dividend payout ratio is 24.34%.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders sold 8,850 shares of company stock valued at $4,406,512 in the last three months. Corporate insiders own 0.03% of the company's stock.

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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