Free Trial

New Insight Wealth Advisors Grows Stock Position in Microsoft Corporation $MSFT

Microsoft logo with Computer and Technology background

New Insight Wealth Advisors raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 33.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 10,558 shares of the software giant's stock after buying an additional 2,675 shares during the quarter. Microsoft comprises 1.8% of New Insight Wealth Advisors' holdings, making the stock its 16th largest position. New Insight Wealth Advisors' holdings in Microsoft were worth $3,964,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. WFA Asset Management Corp raised its stake in shares of Microsoft by 27.0% in 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. raised its stake in shares of Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC raised its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its stake in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares during the last quarter. Finally, Tallon Kerry Patrick purchased a new position in shares of Microsoft in the fourth quarter worth about $1,375,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Microsoft Stock Down 0.6%

Shares of MSFT opened at $504.26 on Tuesday. 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 stock's 50 day moving average is $506.58 and its two-hundred day moving average is $445.18. The firm has a market cap of $3.75 trillion, a P/E ratio of 36.97, a PEG ratio of 2.22 and a beta of 1.06.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued 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. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the company earned $2.95 earnings per share. Microsoft's quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be paid 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 payout ratio is currently 24.34%.

Analysts Set New Price Targets

MSFT has been the subject of several research analyst reports. Citigroup raised their price objective on Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research note on Tuesday, July 22nd. Loop Capital raised their price objective on Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Piper Sandler raised their price objective on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Jefferies Financial Group raised their price objective on Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Finally, Sanford C. Bernstein raised their target price on Microsoft from $540.00 to $637.00 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 given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

Read Our Latest Stock Report on Microsoft

Insider Activity

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 value of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold 8,850 shares of company stock valued at $4,406,512 over the last quarter. Insiders own 0.03% of the company's stock.

Microsoft Company Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in Microsoft Right Now?

Before you consider Microsoft, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.

While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

(Almost)  Everything You Need To Know About The EV Market Cover

Looking to profit from the electric vehicle mega-trend? Enter your email address and we'll send you our list of which EV stocks show the most long-term potential.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Related Videos

ACT FAST! Congress is Dumping these 3 Stocks
Top 5 Stocks for June: AI Picks That Aren’t NVIDIA

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines