Oakwell Private Wealth Management LLC Buys 1,366 Shares of Microsoft Corporation $MSFT

Oakwell Private Wealth Management LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 23.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,127 shares of the software giant's stock after acquiring an additional 1,366 shares during the period. Microsoft makes up 0.7% of Oakwell Private Wealth Management LLC's portfolio, making the stock its 18th largest holding. Oakwell Private Wealth Management LLC's holdings in Microsoft were worth $2,675,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in MSFT. Brady Martz Wealth Solutions LLC increased its holdings in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after buying an additional 95 shares during the last quarter. Strategic Financial Services Inc. grew its position in Microsoft by 7.8% in the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after acquiring an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. increased its stake in Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after acquiring an additional 1,043 shares during the last quarter. Intellus Advisors LLC purchased a new stake in Microsoft during the fourth quarter valued at approximately $16,075,000. Finally, Meridian Wealth Advisors LLC raised its position in Microsoft by 3.8% during the fourth quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after purchasing an additional 2,014 shares during the period. Institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction dated 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 transaction, the executive vice president 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the company. Bank of America raised their price objective on Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Stifel Nicolaus increased their price target on Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a report on Monday, July 28th. Loop Capital raised their price target on Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. DA Davidson boosted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Finally, Westpark Capital reissued a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Trading Down 0.3%

MSFT opened at $505.12 on Wednesday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock's fifty day moving average is $509.48 and its two-hundred day moving average is $448.93. The company has a market capitalization of $3.75 trillion, a P/E ratio of 37.03, a PEG ratio of 2.21 and a beta of 1.04. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping 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 business had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same period in the prior year, the business earned $2.95 EPS. The business's revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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