John W. Brooker & Co. CPAs lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 150.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,269 shares of the software giant's stock after purchasing an additional 762 shares during the period. John W. Brooker & Co. CPAs' holdings in Microsoft were worth $476,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also recently modified their holdings of MSFT. WFA Asset Management Corp increased its stake in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. increased its stake in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its stake in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Tallon Kerry Patrick purchased a new stake in Microsoft during the 4th quarter worth approximately $1,375,000. Hedge funds and other institutional investors own 71.13% of the company's stock.
Microsoft Trading Down 0.6%
MSFT opened at $504.26 on Tuesday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The stock has a market capitalization of $3.75 trillion, a PE ratio of 36.97, a P/E/G ratio of 2.22 and a beta of 1.06. The business's 50 day moving average price is $506.58 and its 200 day moving average price is $445.18. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35.
Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. During the same period in the prior year, the firm posted $2.95 earnings per share. The firm's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.
Microsoft Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be paid a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's dividend payout ratio is 24.34%.
Insider Buying and Selling
In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company'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 transaction, the executive vice president directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders sold 8,850 shares of company stock worth $4,406,512 in the last 90 days. 0.03% of the stock is owned by corporate insiders.
Analyst Ratings Changes
Several equities research analysts have commented on the company. Bank of America boosted their price objective on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Oppenheimer boosted their price objective on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Needham & Company LLC reiterated a "buy" rating on shares of Microsoft in a research note on Thursday, May 1st. Westpark Capital reiterated a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company 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 given a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $612.54.
Get Our Latest Analysis on Microsoft
Microsoft Company Profile
(
Free Report)
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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