Microsoft Corporation $MSFT Shares Acquired by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors LLC increased its stake in Microsoft by 18.3%, owning 221,329 shares now valued at approximately $83.1 million, making Microsoft its 4th largest holding.
• Microsoft's quarterly earnings beat analysts' expectations, reporting $3.65 per share on $76.44 billion in revenue, representing a year-over-year revenue increase of 18.1%.
• A recent dividend of $0.83 per share was announced, with a dividend payout ratio of 24.34%, and the dividend will be paid on September 11th.

Concurrent Investment Advisors LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 18.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 221,329 shares of the software giant's stock after buying an additional 34,166 shares during the period. Microsoft comprises approximately 2.0% of Concurrent Investment Advisors LLC's holdings, making the stock its 4th largest holding. Concurrent Investment Advisors LLC's holdings in Microsoft were worth $83,085,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. grew its position in Microsoft by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock worth $288,336,224,000 after acquiring an additional 10,431,988 shares during the last quarter. Geode Capital Management LLC grew its position in Microsoft by 1.9% during the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock worth $70,720,874,000 after acquiring an additional 3,103,212 shares during the last quarter. Norges Bank bought a new stake in Microsoft during the 4th quarter worth approximately $44,343,058,000. Northern Trust Corp grew its position 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 acquiring an additional 11,600,470 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock worth $25,273,704,000 after acquiring an additional 5,370,546 shares during the last quarter. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently commented on MSFT. Westpark Capital restated a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. Barclays increased their price target on Microsoft from $550.00 to $625.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. JPMorgan Chase & Co. increased their price objective on Microsoft from $465.00 to $475.00 and gave the company an "overweight" rating in a research report on Thursday, May 1st. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective on the stock in a research report on Thursday, July 31st. Finally, TD Securities increased their price objective on Microsoft from $475.00 to $490.00 and gave the company a "buy" rating in a research report on Thursday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Buying and Selling

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction 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 sale, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Over the last 90 days, insiders sold 8,850 shares of company stock worth $4,406,512. Company insiders own 0.03% of the company's stock.

Microsoft Stock Performance

MSFT stock opened at $505.72 on Thursday. The business's fifty day moving average is $504.93 and its 200-day moving average is $442.81. 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 company has a market cap of $3.76 trillion, a P/E ratio of 37.08, a price-to-earnings-growth ratio of 2.23 and a beta of 1.06. 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 posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts' consensus estimates 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 return on equity of 32.44% and a net margin of 36.15%.The firm's quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be paid a dividend of $0.83 per share. This represents a $3.32 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's dividend payout ratio (DPR) is presently 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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