Microsoft Corporation $MSFT Holdings Lifted by Bosman Wealth Management LLC

Key Points

• Bosman Wealth Management LLC increased its stake in Microsoft Corporation by 118.6%, now holding 9,833 shares valued at approximately $4.89 million.
• Microsoft's previous quarterly dividend was raised from $0.83 to $0.91 per share, reflecting a commitment to returning value to shareholders.
• Wall Street analysts have raised their price targets for Microsoft, with Oppenheimer setting a new target of $630, and a consensus target price of $618.97 among analysts.

Bosman Wealth Management LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 118.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,833 shares of the software giant's stock after buying an additional 5,335 shares during the period. Microsoft makes up 4.3% of Bosman Wealth Management LLC's investment portfolio, making the stock its 7th largest holding. Bosman Wealth Management LLC's holdings in Microsoft were worth $4,891,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of MSFT. WFA Asset Management Corp grew its position 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 last quarter. Ironwood Wealth Management LLC. grew its position in 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 purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its position in 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 purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. grew its position in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC grew its position in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Up 0.4%

MSFT stock opened at $513.58 on Friday. The company has a market cap of $3.82 trillion, a P/E ratio of 37.65, a P/E/G ratio of 2.24 and a beta of 1.03. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company's 50-day moving average price is $511.82 and its 200 day moving average price is $476.28. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm's revenue was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts expect 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. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This is an increase 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 of this dividend is Thursday, November 20th. Microsoft's payout ratio is presently 24.34%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on MSFT shares. Oppenheimer raised their price objective on shares of Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Truist Financial raised their price objective on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday, August 18th. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research report on Thursday, October 9th. Scotiabank raised their price objective on shares of Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research report on Thursday, July 31st. Finally, Wells Fargo & Company raised their price objective on shares of Microsoft from $650.00 to $675.00 and gave the stock an "overweight" rating in a research report on Monday, October 6th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the company's stock. According to data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus target price of $618.97.

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the business's 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 owned 39,111 shares of the company's stock, 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 filing with the Securities & Exchange Commission, which is available at this link. Also, 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 transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

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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