Microsoft Corporation $MSFT Shares Bought by CapWealth Advisors LLC

CapWealth Advisors LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.7% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 92,991 shares of the software giant's stock after buying an additional 1,522 shares during the quarter. Microsoft comprises about 3.8% of CapWealth Advisors LLC's portfolio, making the stock its 4th largest holding. CapWealth Advisors LLC's holdings in Microsoft were worth $34,908,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Ball & Co Wealth Management Inc. bought a new stake in shares of Microsoft in the fourth quarter valued at about $31,000. Newton One Investments LLC boosted its position in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after acquiring an additional 30 shares during the period. LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. Fairway Wealth LLC bought a new stake in shares of Microsoft in the fourth quarter valued at about $62,000. Finally, IFS Advisors LLC boosted its position in shares of Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after acquiring an additional 50 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on MSFT shares. UBS Group reissued a "buy" rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Piper Sandler boosted their target price on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Westpark Capital reissued a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. TD Securities boosted their target price on shares of Microsoft from $475.00 to $490.00 and gave the company a "buy" rating in a research report on Thursday, May 1st. Finally, Loop Capital boosted their target price on shares of Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Stock Up 0.6%

MSFT stock opened at $507.23 on Monday. The stock has a market capitalization of $3.77 trillion, a P/E ratio of 37.19, a price-to-earnings-growth ratio of 2.22 and a beta of 1.06. 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 12 month low of $344.79 and a 12 month high of $555.45. The firm has a 50-day moving average price of $506.08 and a 200-day moving average price of $444.52.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

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

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold a total of 8,850 shares of company stock valued at $4,406,512 over the last three months. 0.03% of the stock is currently owned by corporate insiders.

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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