One Wealth Advisors LLC Increases Stake in Microsoft Corporation $MSFT

Key Points

• One Wealth Advisors LLC increased its stake in Microsoft Corporation by 3.9%, owning 15,453 shares valued at approximately $7.69 million.
• Microsoft has announced a quarterly dividend increase to $0.91, up from $0.83, with the payout representing an annualized amount of $3.64 and a yield of 0.7%.
• The company's recent earnings report showed a net margin of 36.15% and revenue of $76.44 billion, surpassing expectations and indicating an 18.1% increase from the previous year.

One Wealth Advisors LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.9% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 15,453 shares of the software giant's stock after purchasing an additional 583 shares during the quarter. Microsoft comprises about 1.1% of One Wealth Advisors LLC's holdings, making the stock its 25th biggest holding. One Wealth Advisors LLC's holdings in Microsoft were worth $7,687,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Newton One Investments LLC boosted its holdings in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after acquiring an additional 30 shares during the last quarter. Bulwark Capital Corp purchased a new stake in shares of Microsoft during the 2nd quarter valued at about $32,000. Westend Capital Management LLC boosted its holdings in shares of Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock valued at $36,000 after acquiring an additional 58 shares during the last quarter. LSV Asset Management purchased a new stake in shares of Microsoft during the 4th quarter valued at about $44,000. Finally, IFS Advisors LLC boosted its holdings in shares of Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after acquiring an additional 50 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Up 0.4%

Microsoft stock opened at $513.58 on Friday. The stock has a market cap of $3.82 trillion, a P/E ratio of 37.65, a PEG ratio of 2.24 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm's 50 day moving average price is $511.82 and its 200-day moving average price is $476.28.

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 (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 analysts' expectations of $73.79 billion. During the same quarter last year, the business posted $2.95 earnings per share. The company'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. On average, equities analysts predict 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 issued a $0.91 dividend. This is a boost from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is presently 24.34%.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on MSFT shares. KeyCorp raised shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective on the stock in a report on Thursday, July 31st. Jefferies Financial Group raised their price objective on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Mizuho raised their price objective on shares of Microsoft from $625.00 to $640.00 and gave the stock an "outperform" rating in a report on Friday. Sanford C. Bernstein raised their price objective on shares of Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of Microsoft in a report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $618.97.

Insider Transactions at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the business'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 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 filing with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business'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 completion of the sale, 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 ownership of the stock. The disclosure for this sale can be found here. 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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