Microsoft Corporation $MSFT is Beta Wealth Group Inc.'s 10th Largest Position

Key Points

• Beta Wealth Group Inc. recently increased its holdings in Microsoft Corporation to 19,564 shares, making the stock its 10th largest position, valued at approximately $7.34 million.
• Microsoft reported a Q1 earnings of $3.65 per share, surpassing expectations, with a revenue of $76.44 billion, reflecting an 18.1% year-over-year growth.
• The company has announced a quarterly dividend of $0.83 per share, representing an annualized yield of 0.7%, with a payout ratio currently at 24.34%.

Beta Wealth Group Inc. increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.8% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 19,564 shares of the software giant's stock after purchasing an additional 525 shares during the quarter. Microsoft makes up approximately 2.6% of Beta Wealth Group Inc.'s investment portfolio, making the stock its 10th largest position. Beta Wealth Group Inc.'s holdings in Microsoft were worth $7,344,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in MSFT. WFA Asset Management Corp grew its holdings in 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 in the last quarter. Ironwood Wealth Management LLC. grew its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. grew its holdings in 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 buying an additional 28 shares in the last quarter. Finally, Tallon Kerry Patrick purchased a new stake in Microsoft in the 4th quarter valued at $1,375,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

MSFT opened at $495.00 on Friday. The stock's 50-day moving average price is $509.93 and its 200 day moving average price is $450.60. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market cap of $3.68 trillion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.22 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the company earned $2.95 EPS. Microsoft's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on MSFT shares. Westpark Capital restated a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. Jefferies Financial Group upped their target price on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. BMO Capital Markets upped their target price on Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Scotiabank upped their target price on Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a report on Thursday, July 31st. Finally, Evercore ISI upped their target price on Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a report on Friday, July 25th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

Insider Buying and Selling at Microsoft

In related news, 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 transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 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 position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

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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