Microsoft Corporation $MSFT Shares Acquired by Atticus Wealth Management LLC

Key Points

• Atticus Wealth Management LLC increased its stake in Microsoft Corporation by **6.2%**, owning **15,895 shares** valued at approximately **$7.9 million**, making it the firm's **9th largest position**.
• Microsoft's latest earnings report showed **$3.65 earnings per share**, exceeding analysts' expectations, with revenue of **$76.44 billion**, marking an **18.1% increase** year-over-year.
• The company declared a **quarterly dividend** of **$0.91 per share**, an increase from the previous **$0.83**, with a payout ratio of **24.34%** and ex-dividend date set for **November 20th**.

Atticus Wealth Management LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,895 shares of the software giant's stock after acquiring an additional 934 shares during the period. Microsoft makes up about 2.1% of Atticus Wealth Management LLC's portfolio, making the stock its 9th biggest position. Atticus Wealth Management LLC's holdings in Microsoft were worth $7,907,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the business. Brady Martz Wealth Solutions LLC lifted its stake in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after purchasing an additional 95 shares during the period. Real Talk Capital LLC lifted its stake in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock valued at $860,000 after purchasing an additional 37 shares during the period. Modern Wealth Management LLC lifted its stake in shares of Microsoft by 39.3% in the 1st 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 during the period. Bridgeway Capital Management LLC lifted its stake in shares of Microsoft by 8.3% in the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant's stock valued at $32,463,000 after purchasing an additional 6,617 shares during the period. Finally, Meridian Wealth Advisors LLC lifted its stake in shares of Microsoft by 3.8% in the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after purchasing an additional 2,014 shares during the period. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

Microsoft stock opened at $511.46 on Friday. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.50, a PEG ratio of 2.21 and a beta of 1.04. The company has a fifty day simple moving average of $512.03 and a 200-day simple moving average of $462.06. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

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

Microsoft Increases Dividend

The firm 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 dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is currently 24.34%.

Wall Street Analyst Weigh In

Several brokerages recently commented on MSFT. Citigroup boosted their price target on shares of Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a report on Tuesday, July 22nd. Scotiabank boosted their price target on shares of Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. Wells Fargo & Company reissued an "overweight" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Westpark Capital reissued a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. Finally, DA Davidson boosted their price target on shares of Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $614.45.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction on 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 sale, the executive vice president 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 filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the business'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. The trade was a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

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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