Microsoft Corporation $MSFT Shares Purchased by XY Planning Network Inc.

XY Planning Network Inc. grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 147.4% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,754 shares of the software giant's stock after purchasing an additional 1,045 shares during the period. XY Planning Network Inc.'s holdings in Microsoft were worth $872,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. WFA Asset Management Corp lifted its position 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 in the last quarter. Ironwood Wealth Management LLC. lifted its holdings in Microsoft by 0.3% during the 2nd 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 in the last quarter. Discipline Wealth Solutions LLC lifted its holdings 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. boosted its position in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC grew its stake in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after acquiring an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction 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 $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 sale, 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 position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several brokerages have recently issued reports on MSFT. Melius Research increased their price objective on Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. Raymond James Financial upped 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. Wells Fargo & Company lifted their price objective on Microsoft from $650.00 to $675.00 and gave the company an "overweight" rating in a research note on Monday, October 6th. Royal Bank Of Canada restated a "buy" rating and set a $640.00 target price on shares of Microsoft in a research note on Friday, October 3rd. Finally, Jefferies Financial Group raised their target price on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $618.47.

Microsoft Trading Up 0.6%

NASDAQ MSFT opened at $514.05 on Tuesday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 37.69, a price-to-earnings-growth ratio of 2.22 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The firm's fifty day moving average price is $512.69 and its 200 day moving average price is $473.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate 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 quarter in the prior year, the firm posted $2.95 earnings per share. Microsoft's revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft's dividend payout ratio is presently 24.34%.

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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