OneAscent Family Office LLC Increases Position in Microsoft Corporation $MSFT

OneAscent Family Office LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 280.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,736 shares of the software giant's stock after purchasing an additional 9,386 shares during the period. Microsoft accounts for 4.5% of OneAscent Family Office LLC's portfolio, making the stock its 3rd largest position. OneAscent Family Office LLC's holdings in Microsoft were worth $4,812,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Fosun International Ltd increased its position in shares of Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after acquiring an additional 23 shares in the last quarter. Alliance Wealth Management Group increased its position in shares of Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock valued at $2,368,000 after acquiring an additional 25 shares in the last quarter. Guidance Point Advisors LLC increased its position in shares of Microsoft by 0.6% during the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after acquiring an additional 25 shares in the last quarter. Life Planning Partners Inc increased its position in shares of Microsoft by 5.1% during the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock valued at $228,000 after acquiring an additional 26 shares in the last quarter. Finally, Salvus Wealth Management LLC increased its position in shares of Microsoft by 0.3% during the first quarter. Salvus Wealth Management LLC now owns 9,161 shares of the software giant's stock valued at $3,439,000 after acquiring an additional 27 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of Microsoft stock traded up $1.38 on Thursday, hitting $506.73. 6,242,788 shares of the company's stock were exchanged, compared to its average volume of 22,145,063. The stock has a market capitalization of $3.77 trillion, a PE ratio of 37.15, a PEG ratio of 2.21 and a beta of 1.04. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a 50-day simple moving average of $509.74 and a 200-day simple moving average of $449.32. 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 announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company's revenue was up 18.1% on a year-over-year basis. During the same period last year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders 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 dividend payout ratio (DPR) is presently 24.34%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on MSFT shares. Morgan Stanley raised their price target on shares of Microsoft from $530.00 to $582.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Citigroup raised their target price on shares of Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a report on Tuesday, July 22nd. Barclays restated an "overweight" rating and issued a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. Raymond James Financial raised their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a report on Monday, July 28th. Finally, DA Davidson raised their target price on shares of Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a report 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. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.03% of the stock is owned by insiders.

Microsoft 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.