Microsoft Corporation $MSFT Shares Acquired by Cliftonlarsonallen Wealth Advisors LLC

Key Points

• Cliftonlarsonallen Wealth Advisors LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 58.1% during the second quarter, now owning 61,494 shares valued at approximately $30.6 million.
• Microsoft's CEO, Satya Nadella, sold 149,205 shares for about $75.3 million, resulting in a 15.87% decrease in his holdings.
• The company has announced a new quarterly dividend of $0.91 per share, increasing from the previous $0.83, to be paid on December 11th.

Cliftonlarsonallen Wealth Advisors LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 58.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 61,494 shares of the software giant's stock after buying an additional 22,602 shares during the period. Cliftonlarsonallen Wealth Advisors LLC's holdings in Microsoft were worth $30,588,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. PMV Capital Advisers LLC increased its position in Microsoft by 5.9% during the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant's stock worth $178,000 after purchasing an additional 20 shares during the last quarter. Seek First Inc. increased its position in Microsoft by 1.5% during the second quarter. Seek First Inc. now owns 1,358 shares of the software giant's stock worth $675,000 after purchasing an additional 20 shares during the last quarter. Level Financial Advisors increased its position in Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant's stock worth $1,333,000 after purchasing an additional 20 shares during the last quarter. Guided Capital Wealth Management LLC increased its position in Microsoft by 0.4% during the second quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant's stock worth $2,688,000 after purchasing an additional 21 shares during the last quarter. Finally, Great Oak Capital Partners LLC increased its position in Microsoft by 0.9% during the second quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant's stock worth $1,157,000 after purchasing an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on 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 $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade 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.

Microsoft Price Performance

Shares of MSFT stock opened at $517.66 on Wednesday. The company has a market capitalization of $3.85 trillion, a PE ratio of 37.95, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. The firm has a fifty day simple moving average of $511.49 and a 200-day simple moving average of $478.38. 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 Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

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

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. 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 yield of 0.7%. Microsoft's payout ratio is currently 24.34%.

Analysts Set New Price Targets

MSFT has been the subject of several research analyst reports. Truist Financial upped their price target 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. Oppenheimer increased their price objective on shares of Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Citigroup increased their price objective on shares of Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. Arete increased their price objective on shares of Microsoft from $700.00 to $710.00 and gave the stock a "buy" rating in a research report on Wednesday, October 1st. Finally, Raymond James Financial increased their price objective on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research report on Monday, July 28th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $618.97.

Microsoft 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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