Microsoft Corporation $MSFT Shares Bought by Dogwood Wealth Management LLC

Dogwood Wealth Management LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 19.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,389 shares of the software giant's stock after acquiring an additional 875 shares during the period. Microsoft makes up about 1.1% of Dogwood Wealth Management LLC's holdings, making the stock its 26th largest holding. Dogwood Wealth Management LLC's holdings in Microsoft were worth $2,023,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. WFA Asset Management Corp grew its holdings in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. grew its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC grew its holdings in shares of Microsoft by 410.4% during the third 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 during the last quarter. Wealth Group Ltd. grew its holdings in shares of Microsoft by 1.2% during the fourth 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 during the last quarter. Finally, Tallon Kerry Patrick purchased a new position in shares of Microsoft during the fourth quarter worth about $1,375,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Price Performance

MSFT stock opened at $504.26 on Tuesday. The firm has a 50 day moving average of $506.58 and a 200-day moving average of $445.18. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a market cap of $3.75 trillion, a price-to-earnings ratio of 36.97, a PEG ratio of 2.22 and a beta of 1.06.

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 (EPS) for the quarter, beating 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 during the quarter, compared to the consensus estimate of $73.79 billion. During the same period last year, the firm earned $2.95 EPS. The company's revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. JPMorgan Chase & Co. raised their price target on Microsoft from $465.00 to $475.00 and gave the stock an "overweight" rating in a report on Thursday, May 1st. Sanford C. Bernstein raised their price target on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Raymond James Financial raised their price target on Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a report on Monday, July 28th. Scotiabank raised their price target on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. Finally, Royal Bank Of Canada raised their price target on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $612.54.

Insider Activity

In related 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 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 position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. In the last three months, insiders sold 8,850 shares of company stock worth $4,406,512. Insiders own 0.03% of the company's stock.

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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