NRI Wealth Management LC Has $4.41 Million Holdings in Microsoft Corporation $MSFT

NRI Wealth Management LC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 21.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,858 shares of the software giant's stock after acquiring an additional 1,553 shares during the quarter. Microsoft makes up approximately 2.7% of NRI Wealth Management LC's investment portfolio, making the stock its 10th largest position. NRI Wealth Management LC's holdings in Microsoft were worth $4,406,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its position in Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares during the period. Kingstone Capital Partners Texas LLC increased its position in Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant's stock valued at $45,040,162,000 after purchasing an additional 90,533,328 shares during the period. Northern Trust Corp increased its position in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant's stock valued at $23,374,718,000 after purchasing an additional 2,306,485 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the stock. Wells Fargo & Company increased their target price on shares of Microsoft from $650.00 to $675.00 and gave the company an "overweight" rating in a research report on Monday, October 6th. Oppenheimer increased their target price on shares of Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Cantor Fitzgerald increased their price target on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a report on Thursday, July 31st. Jefferies Financial Group increased their price target on Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Finally, Piper Sandler increased their price target on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Microsoft has a consensus rating of "Moderate Buy" and an average price target of $618.97.

Microsoft Trading Up 0.6%

NASDAQ MSFT opened at $516.79 on Tuesday. The stock has a market capitalization of $3.84 trillion, a price-to-earnings ratio of 37.89, a PEG ratio of 2.24 and a beta of 1.03. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. 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 business's fifty day moving average is $511.72 and its 200-day moving average is $478.10.

Microsoft (NASDAQ:MSFT - Get Free Report) last released 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 company had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business's revenue for the quarter was up 18.1% compared to the same quarter last year. During the same period in the previous year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is presently 24.34%.

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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