Microsoft Corporation $MSFT is Legacy Wealth Management LLC MS's 3rd Largest Position

Legacy Wealth Management LLC MS trimmed its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,929 shares of the software giant's stock after selling 946 shares during the quarter. Microsoft accounts for 7.9% of Legacy Wealth Management LLC MS's holdings, making the stock its 3rd largest holding. Legacy Wealth Management LLC MS's holdings in Microsoft were worth $25,830,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares in the last quarter. Geode Capital Management LLC increased its holdings in Microsoft by 1.9% in the fourth quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock valued at $70,720,874,000 after buying an additional 3,103,212 shares during the last quarter. Norges Bank acquired a new stake in Microsoft in the fourth quarter valued at $44,343,058,000. Northern Trust Corp lifted its holdings in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant's stock worth $23,374,718,000 after acquiring an additional 2,306,485 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of MSFT stock opened at $509.04 on Wednesday. The stock's 50-day moving average price is $511.15 and its 200 day moving average price is $455.82. 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 $3.78 trillion, a PE ratio of 37.32, a price-to-earnings-growth ratio of 2.25 and a beta of 1.04. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

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 for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm's revenue for the quarter was up 18.1% on a year-over-year basis. During the same period last year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts forecast 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. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is currently 24.34%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Jefferies Financial Group boosted their target price on Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Raymond James Financial boosted their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research report on Monday, July 28th. Scotiabank upped their price objective on shares of Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. Cantor Fitzgerald lifted their target price on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Finally, KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Buying and Selling at Microsoft

In related news, 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 transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents 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 company insiders.

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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