Microsoft Corporation $MSFT is TruWealth Advisors LLC's 9th Largest Position

Key Points

• TruWealth Advisors LLC increased its stake in Microsoft Corporation by 3.1% in Q2, making it the 9th largest position in their portfolio, valued at $47.3 million.
• Microsoft's recent earnings report showed an EPS of $3.65, surpassing estimates, and a revenue of $76.44 billion, up 18.1% from the previous year.
• The company declared a quarterly dividend of $0.91 per share, up from $0.83, indicating a positive trend in its dividend policy.

TruWealth Advisors LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 95,066 shares of the software giant's stock after purchasing an additional 2,894 shares during the period. Microsoft accounts for 2.6% of TruWealth Advisors LLC's portfolio, making the stock its 9th largest position. TruWealth Advisors LLC's holdings in Microsoft were worth $47,287,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in MSFT. Fosun International Ltd increased its position in shares of Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after acquiring an additional 23 shares in the last quarter. Birchbrook Inc. increased its position in shares of Microsoft by 0.4% during the first quarter. Birchbrook Inc. now owns 6,326 shares of the software giant's stock valued at $2,375,000 after acquiring an additional 23 shares in the last quarter. Gagnon Securities LLC increased its position in shares of Microsoft by 3.5% during the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock valued at $264,000 after acquiring an additional 24 shares in the last quarter. Alliance Wealth Management Group grew its position in Microsoft by 0.4% in the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock worth $2,368,000 after purchasing an additional 25 shares during the period. Finally, Guidance Point Advisors LLC grew its position in Microsoft by 0.6% in the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock worth $1,811,000 after purchasing an additional 25 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $510.02 on Thursday. The company has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.39, a PEG ratio of 2.22 and a beta of 1.04. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm's 50-day moving average is $511.28 and its 200 day moving average is $456.20. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion for 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 was up 18.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Research analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is currently 24.34%.

Analyst Ratings Changes

A number of equities research analysts have commented on MSFT shares. KeyCorp raised shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a research report on Thursday, July 31st. Truist Financial lifted their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday, August 18th. Wall Street Zen upgraded shares of Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Wells Fargo & Company reiterated an "overweight" rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Finally, TD Cowen lifted their price target on shares of Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $612.54.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

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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