Microsoft Corporation $MSFT is Foster Victor Wealth Advisors LLC's 3rd Largest Position

Key Points

• Foster Victor Wealth Advisors LLC has increased its stake in Microsoft Corporation by 5.9% in the second quarter, making the stock its 3rd largest position, with a total worth of approximately $34.9 million.
• The software giant reported a quarterly earnings per share of $3.65, exceeding estimates by $0.30 and showing an 18.1% increase in revenue compared to the previous year.
• Microsoft has announced a quarterly dividend of $0.91 per share, reflecting an increase from its previous dividend and a dividend yield of 0.7%.

Foster Victor Wealth Advisors LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 69,306 shares of the software giant's stock after buying an additional 3,853 shares during the quarter. Microsoft accounts for 2.4% of Foster Victor Wealth Advisors LLC's investment portfolio, making the stock its 3rd largest position. Foster Victor Wealth Advisors LLC's holdings in Microsoft were worth $34,896,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Newton One Investments LLC boosted its stake in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after acquiring an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft in the fourth quarter worth approximately $31,000. Bulwark Capital Corp acquired a new stake in shares of Microsoft in the second quarter worth approximately $32,000. Westend Capital Management LLC boosted its stake in shares of Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after acquiring an additional 58 shares during the last quarter. Finally, LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter worth approximately $44,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Price Performance

NASDAQ:MSFT opened at $523.98 on Wednesday. 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 company has a market capitalization of $3.89 trillion, a P/E ratio of 38.41, a P/E/G ratio of 2.30 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 stock's fifty day moving average is $513.38 and its two-hundred day moving average is $469.08.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate 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 return on equity of 32.44% and a net margin of 36.15%.The company's quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company 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 $0.91 dividend. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company'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 sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated 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 sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of recent research reports. Truist Financial boosted their price objective on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research note on Monday, August 18th. Sanford C. Bernstein boosted their price objective on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Mizuho boosted their price objective on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. TD Cowen boosted their price objective on Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald boosted their price objective on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $618.47.

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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