Microsoft Corporation $MSFT Shares Acquired by Compass Wealth Management LLC

Compass Wealth Management LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 7.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,202 shares of the software giant's stock after purchasing an additional 994 shares during the quarter. Microsoft makes up approximately 1.4% of Compass Wealth Management LLC's holdings, making the stock its 21st largest position. Compass Wealth Management LLC's holdings in Microsoft were worth $5,331,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in MSFT. Newton One Investments LLC raised its stake in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after buying an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft during the fourth quarter worth $31,000. LSV Asset Management acquired a new stake in shares of Microsoft during the fourth quarter worth $44,000. IFS Advisors LLC raised its position in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after purchasing an additional 50 shares during the period. Finally, Fairway Wealth LLC acquired a new stake in shares of Microsoft during the fourth quarter worth $62,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction that occurred on 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 directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders sold 8,850 shares of company stock worth $4,406,512 in the last three months. 0.03% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Cantor Fitzgerald lifted their price target on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. DA Davidson lifted their price target on Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a report on Thursday, July 31st. 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 report on Thursday, July 31st. The Goldman Sachs Group lifted their price target on Microsoft from $480.00 to $550.00 and gave the company a "buy" rating in a report on Wednesday, May 21st. Finally, JPMorgan Chase & Co. lifted their price target on Microsoft from $465.00 to $475.00 and gave the company an "overweight" rating in a report on Thursday, May 1st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $504.24 on Friday. The business's 50-day moving average price is $505.43 and its two-hundred day moving average price is $443.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The company has a market capitalization of $3.75 trillion, a P/E ratio of 36.97, a price-to-earnings-growth ratio of 2.21 and a beta of 1.06.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion during 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 firm's revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be issued a dividend of $0.83 per share. The ex-dividend date is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is 24.34%.

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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