Okabena Investment Services Inc. Purchases 2,812 Shares of Microsoft Corporation $MSFT

Key Points

• Okabena Investment Services Inc. has increased its stake in Microsoft Corporation by 10.4%, owning a total of 29,879 shares valued at approximately $11.2 million.
• Several research firms have raised their price targets for Microsoft, with Goldman Sachs increasing its target from $480 to $550 and Mizuho raising it to $625, reflecting a strong buy sentiment among analysts.
• Microsoft's stock performance shows significant growth, with a market capitalization of $3.79 trillion, and the company reported quarterly earnings of $3.65 per share, exceeding analyst expectations.

Okabena Investment Services Inc. raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 29,879 shares of the software giant's stock after acquiring an additional 2,812 shares during the quarter. Microsoft makes up about 2.8% of Okabena Investment Services Inc.'s portfolio, making the stock its 9th biggest position. Okabena Investment Services Inc.'s holdings in Microsoft were worth $11,216,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the business. Coalescence Partners Investment Management LP boosted its position in shares of Microsoft by 37.4% in the 1st quarter. Coalescence Partners Investment Management LP now owns 101,892 shares of the software giant's stock worth $38,249,000 after purchasing an additional 27,737 shares in the last quarter. Truvestments Capital LLC boosted its position in shares of Microsoft by 4.6% in the 1st quarter. Truvestments Capital LLC now owns 16,601 shares of the software giant's stock worth $6,232,000 after purchasing an additional 737 shares in the last quarter. Wealth Preservation Advisors LLC acquired a new stake in shares of Microsoft in the 1st quarter worth $9,091,000. B. Metzler seel. Sohn & Co. AG boosted its position in shares of Microsoft by 3.3% in the 1st quarter. B. Metzler seel. Sohn & Co. AG now owns 1,730,008 shares of the software giant's stock worth $649,426,000 after purchasing an additional 55,735 shares in the last quarter. Finally, Delta Investment Management LLC boosted its position in shares of Microsoft by 69.3% in the 1st quarter. Delta Investment Management LLC now owns 59,561 shares of the software giant's stock worth $22,359,000 after purchasing an additional 24,388 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT traded up $5.46 during trading on Monday, reaching $515.36. 17,109,560 shares of the company traded hands, compared to its average volume of 20,086,934. The firm's fifty day simple moving average is $510.90 and its 200 day simple moving average is $455.45. The stock has a market cap of $3.83 trillion, a P/E ratio of 37.78, a PEG ratio of 2.23 and a beta of 1.04. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. 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 (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company's revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal 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 given a dividend of $0.91 per share. This is a boost from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's dividend payout ratio (DPR) is 24.34%.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction dated 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 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction dated 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 sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on MSFT. Sanford C. Bernstein raised their price objective on Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Cantor Fitzgerald raised their target price on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 target price for the company in a research note on Thursday, July 31st. Piper Sandler raised their target price on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Finally, Raymond James Financial raised their target price on Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research note on Monday, July 28th. One equities 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's stock. Based on data from MarketBeat.com, Microsoft currently has an average rating of "Moderate Buy" and a consensus price target of $612.54.

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.