Microsoft Corporation $MSFT Holdings Raised by Capital Advisors Wealth Management LLC

Key Points

• Capital Advisors Wealth Management increased its Microsoft stake by 3.2% in the third quarter, adding 961 shares to reach 30,616 shares valued at about $15.7 million. Institutional investors own 71.13% of Microsoft stock.
• Microsoft beat quarterly earnings and revenue estimates, with revenue up 18.8% year over year; analysts’ consensus rating is Moderate Buy, with an average price target of $609.54.
• Microsoft raised its quarterly dividend from $0.91 to $0.98 per share. Shares opened at $523, while the article also noted a recent service outage affecting Outlook, Teams, Microsoft 365 and Copilot.

Capital Advisors Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 30,616 shares of the software giant's stock after purchasing an additional 961 shares during the quarter. Microsoft comprises 1.8% of Capital Advisors Wealth Management LLC's holdings, making the stock its 14th largest holding. Capital Advisors Wealth Management LLC's holdings in Microsoft were worth $15,703,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Box Hill Private Wealth LLC raised its holdings in Microsoft by 0.5% during the second quarter. Box Hill Private Wealth LLC now owns 4,272 shares of the software giant's stock worth $1,593,000 after buying an additional 21 shares during the last quarter. Winebrenner Capital Management LLC lifted its position in shares of Microsoft by 0.5% during the 3rd quarter. Winebrenner Capital Management LLC now owns 4,426 shares of the software giant's stock worth $2,270,000 after buying an additional 22 shares in the last quarter. Strategic Wealth Advisors LLC lifted its holdings in Microsoft by 1.7% during the second quarter. Strategic Wealth Advisors LLC now owns 1,473 shares of the software giant's stock worth $549,000 after acquiring an additional 24 shares during the period. Lee Johnson Capital Management LLC boosted its holdings in shares of Microsoft by 3.8% in the 2nd quarter. Lee Johnson Capital Management LLC now owns 687 shares of the software giant's stock worth $256,000 after buying an additional 25 shares during the last quarter. Finally, Mann Financial Group Inc. boosted its stake in Microsoft by 1.3% in the second quarter. Mann Financial Group Inc. now owns 1,921 shares of the software giant's stock valued at $717,000 after acquiring an additional 25 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft News Roundup

Here's some of the latest news about MSFT:

• Positive Sentiment: ETF activity showed net buying of Microsoft shares on Nov. 10, with 53 funds buying and 16 selling, a potential sign of institutional demand. ETFs Are Buying Microsoft
• Neutral Sentiment: Griffin Securities downgraded Microsoft to neutral despite Azure’s reported 48% growth, adding a cautious analyst view amid market volatility. Azure Grew 48%, Yet Griffin Securities Downgraded Microsoft
• Negative Sentiment: An outage disrupted Outlook, Teams, Microsoft 365 and Copilot. Service interruptions can frustrate customers and raise questions about reliability, though Microsoft said it was working to restore access. Outlook, Teams and More Microsoft Programs Disrupted by Outage

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Yorkville Ives initiated coverage on Microsoft in a report on Monday, October 5th. They issued an "outperform" rating and a $615.00 price objective for the company. Barclays upped their price objective on shares of Microsoft from $600.00 to $610.00 and gave the company an "overweight" rating in a report on Thursday, October 29th. William Blair assumed coverage on shares of Microsoft in a research report on Monday, October 5th. They set an "outperform" rating for the company. Wolfe Research upgraded shares of Microsoft from a "hold" rating to a "strong-buy" rating in a research note on Thursday, October 29th. Finally, KeyCorp set a $625.00 price target on shares of Microsoft in a research report on Thursday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, forty-six have given a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $609.54.

Microsoft Trading Up 0.4%

Shares of MSFT stock opened at $523.00 on Friday. Microsoft Corporation has a 12-month low of $349.20 and a 12-month high of $559.15. The firm has a market cap of $3.88 trillion, a P/E ratio of 27.30, a price-to-earnings-growth ratio of 1.53 and a beta of 1.05. The business has a 50-day moving average price of $518.72 and a two-hundred day moving average price of $441.64. The company has a quick ratio of 1.21, a current ratio of 1.22 and a debt-to-equity ratio of 0.07.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, beating the consensus estimate of $4.72 by $0.17. The company had revenue of $92.28 billion for the quarter, compared to analyst estimates of $90.62 billion. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. The firm's quarterly revenue was up 18.8% compared to the same quarter last year. During the same quarter last year, the firm earned $4.13 EPS. Equities analysts anticipate that Microsoft Corporation will post 19.91 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Thursday, November 19th will be paid a $0.98 dividend. The ex-dividend date of this dividend is Thursday, November 19th. This is a positive change from Microsoft's previous quarterly dividend of $0.91. This represents a $3.92 annualized dividend and a dividend yield of 0.7%. Microsoft's payout ratio is presently 19.00%.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 5,000 shares of the stock in a transaction that occurred on Tuesday, November 10th. The stock was sold at an average price of $531.00, for a total value of $2,655,000.00. Following the completion of the sale, the executive vice president owned 54,412 shares in the company, valued at approximately $28,892,772. This trade represents a 8.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 86,525 shares of Microsoft stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer owned 486,763 shares in the company, valued at approximately $244,092,173.98. This represents a 15.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 147,809 shares of company stock worth $74,769,646. 0.03% of the stock is currently owned by company insiders.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, and digital solutions for consumers, businesses, and public-sector organizations. Founded in 1975 by Bill Gates and Paul Allen, the company is headquartered in Redmond, Washington. Its products and services include the Windows operating system, Microsoft 365 productivity applications, Azure cloud computing, LinkedIn, GitHub, Surface devices, and Xbox gaming products and services. Microsoft also provides business software, cybersecurity tools, and artificial intelligence technologies.

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