Oliver Lagore Vanvalin Investment Group Acquires New Position in Microsoft Corporation $MSFT

Key Points

• Oliver Lagore Vanvalin Investment Group acquired 10,838 shares of Microsoft Corporation, valued at approximately $5,391,000, making it the company's 11th biggest holding.
• Microsoft reported a quarterly earnings per share of $3.65, beating estimates, with revenue reaching $76.44 billion, showing an 18.1% year-over-year increase.
• The company announced an increase in its quarterly dividend to $0.91 per share, up from $0.83, with a yield of 0.7% and a payout ratio of 24.34%.

Oliver Lagore Vanvalin Investment Group purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 10,838 shares of the software giant's stock, valued at approximately $5,391,000. Microsoft accounts for approximately 1.9% of Oliver Lagore Vanvalin Investment Group's investment portfolio, making the stock its 11th biggest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. WFA Asset Management Corp raised its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. boosted 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 acquiring an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its stake in Microsoft by 410.4% during the third 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 during the last quarter. Wealth Group Ltd. raised its position in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Trading Up 0.9%

NASDAQ:MSFT opened at $511.46 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market cap of $3.80 trillion, a price-to-earnings ratio of 37.50, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The business's 50-day simple moving average is $512.03 and its 200 day simple moving average is $462.60.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating the consensus estimate of $3.35 by $0.30. The firm 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%.Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Analyst Ratings Changes

Several equities research analysts have weighed in on MSFT shares. Jefferies Financial Group upped 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. Barclays reissued an "overweight" rating and issued a $625.00 target price on shares of Microsoft in a research report on Friday, August 29th. Bank of America increased their price objective on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Mizuho increased their target price on Microsoft from $540.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Finally, Loop Capital raised their price objective on Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $614.45.

Insider Buying and Selling at Microsoft

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

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.

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