Microsoft Corporation $MSFT Shares Acquired by Ullmann Wealth Partners Group LLC

Ullmann Wealth Partners Group LLC raised its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,502 shares of the software giant's stock after purchasing an additional 597 shares during the period. Microsoft comprises about 0.8% of Ullmann Wealth Partners Group LLC's investment portfolio, making the stock its 23rd largest position. Ullmann Wealth Partners Group LLC's holdings in Microsoft were worth $6,716,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of MSFT. Norges Bank acquired a new position in shares of Microsoft during the 4th quarter valued at about $44,343,058,000. Kingstone Capital Partners Texas LLC grew its holdings in Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant's stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Nuveen LLC acquired a new position in shares of Microsoft in the 1st quarter valued at $18,733,827,000. GAMMA Investing LLC boosted its holdings in shares of Microsoft by 40,290.4% in the 1st quarter. GAMMA Investing LLC now owns 46,695,303 shares of the software giant's stock valued at $17,528,950,000 after purchasing an additional 46,579,693 shares during the last quarter. Finally, Northern Trust Corp increased its stake in Microsoft by 16.1% during the fourth 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. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of MSFT opened at $517.95 on Wednesday. The business's fifty day moving average price is $512.38 and its 200 day moving average price is $464.45. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a market capitalization of $3.85 trillion, a PE ratio of 37.97, a price-to-earnings-growth ratio of 2.24 and a beta of 1.04. 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 (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share 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 company 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 company earned $2.95 earnings per share. The firm's revenue was up 18.1% compared to the same quarter last year. 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 Increases Dividend

The company also recently announced 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 represents a $3.64 dividend on an annualized basis and a yield of 0.7%. 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. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Raymond James Financial raised their target price on shares of Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research note on Monday, July 28th. DA Davidson boosted their price target on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Evercore ISI boosted their price target on Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Westpark Capital reiterated a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Mizuho lifted their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $614.45.

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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