Microsoft Corporation $MSFT is Edge Wealth Management LLC's Largest Position

Key Points

• Edge Wealth Management LLC has increased its shares in Microsoft Corporation (NASDAQ:MSFT) by 0.8% in the second quarter, making it the firm’s largest position at approximately 8% of total holdings.
• Microsoft's stock performance remains robust, with shares opening at $519.71 and a market capitalization of $3.86 trillion, while analysts maintain a "Moderate Buy" rating with an average price target of $617.63.
• The company has announced a quarterly dividend increase to $0.91 per share, reflecting a positive change from the previous $0.83, with a dividend yield of 0.7%.

Edge Wealth Management LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 82,917 shares of the software giant's stock after buying an additional 689 shares during the quarter. Microsoft accounts for approximately 8.0% of Edge Wealth Management LLC's holdings, making the stock its largest position. Edge Wealth Management LLC's holdings in Microsoft were worth $41,351,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of MSFT. Brady Martz Wealth Solutions LLC raised its stake in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after buying an additional 95 shares during the period. Real Talk Capital LLC raised its stake in Microsoft by 1.6% during the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock worth $860,000 after acquiring an additional 37 shares during the period. Modern Wealth Management LLC lifted its holdings in Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock valued at $54,376,000 after purchasing an additional 40,860 shares in the last quarter. Lantz Financial LLC boosted its position in shares of Microsoft by 2.5% in the second quarter. Lantz Financial LLC now owns 24,210 shares of the software giant's stock worth $12,042,000 after purchasing an additional 580 shares during the period. Finally, Bridgeway Capital Management LLC increased its stake in shares of Microsoft by 8.3% in the first quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant's stock worth $32,463,000 after purchasing an additional 6,617 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the 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 owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the firm's 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 completion of the sale, the chief executive officer directly 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. Insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on MSFT. Jefferies Financial Group lifted their target price on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Wall Street Zen downgraded Microsoft from a "buy" rating to a "hold" rating in a research report on Saturday, September 20th. Citigroup upped their price objective on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research note on Tuesday, July 22nd. Cantor Fitzgerald lifted their target price on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Finally, Loop Capital upped their price target on Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $617.63.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $519.71 on Thursday. The firm has a fifty day simple moving average of $512.66 and a two-hundred day simple moving average of $464.83. Microsoft Corporation has a 52 week low of $344.79 and a 52 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. The stock has a market capitalization of $3.86 trillion, a P/E ratio of 38.10, a PEG ratio of 2.26 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during 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 for the quarter was up 18.1% compared to the same quarter last year. During the same quarter last year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is a positive change from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

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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