OMNI 360 Wealth Inc. Buys 541 Shares of Microsoft Corporation $MSFT

Key Points

• OMNI 360 Wealth Inc. boosted its stake in Microsoft Corporation by 9.4%, owning 6,322 shares valued at approximately $3.15 million, making it the firm's 13th largest position.
• Microsoft's recent earnings report revealed an EPS of $3.65, surpassing estimates and showing an 18.1% year-over-year revenue increase of $76.44 billion.
• The company announced a quarterly dividend of $0.91 per share, reflecting an increase from the previous dividend of $0.83, with an annualized yield of 0.7%.

OMNI 360 Wealth Inc. grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,322 shares of the software giant's stock after acquiring an additional 541 shares during the period. Microsoft comprises 1.6% of OMNI 360 Wealth Inc.'s portfolio, making the stock its 13th largest holding. OMNI 360 Wealth Inc.'s holdings in Microsoft were worth $3,145,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Brady Martz Wealth Solutions LLC lifted its holdings in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after purchasing an additional 95 shares in the last quarter. Real Talk Capital LLC lifted its stake in shares of Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock worth $860,000 after purchasing an additional 37 shares in the last quarter. Modern Wealth Management LLC boosted its stake in shares of Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock valued at $54,376,000 after purchasing an additional 40,860 shares during the period. Strategic Financial Services Inc. boosted its stake in shares of Microsoft by 7.8% in the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock valued at $7,345,000 after purchasing an additional 1,268 shares during the period. Finally, Elevate Wealth Advisory Inc. boosted its stake in Microsoft by 147.9% during the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after acquiring an additional 1,043 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Microsoft stock traded up $9.48 on Friday, hitting $517.93. The company's stock had a trading volume of 52,313,925 shares, compared to its average volume of 19,095,838. The firm has a market cap of $3.85 trillion, a P/E ratio of 37.97, a price-to-earnings-growth ratio of 2.22 and a beta of 1.04. 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 company has a fifty day moving average price of $511.71 and a 200-day moving average price of $457.92. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the previous year, the firm posted $2.95 EPS. The business's revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company 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 $0.91 dividend. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio is presently 24.34%.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction on 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 approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company'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 transaction, the executive vice president owned 39,111 shares in the company, 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. 0.03% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have recently issued reports on MSFT shares. Loop Capital raised their price target on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. UBS Group restated a "buy" rating and issued a $650.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Wedbush increased their price objective on shares of Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Morgan Stanley raised their target price on shares of Microsoft from $530.00 to $582.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald raised their target price on shares of Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently 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.