Personal CFO Solutions LLC Acquires 959 Shares of Microsoft Corporation $MSFT

Personal CFO Solutions LLC increased its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 31,837 shares of the software giant's stock after buying an additional 959 shares during the period. Microsoft accounts for 2.4% of Personal CFO Solutions LLC's portfolio, making the stock its 4th largest holding. Personal CFO Solutions LLC's holdings in Microsoft were worth $11,951,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the fourth quarter worth approximately $31,000. Newton One Investments LLC raised its position in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares during the period. LSV Asset Management bought a new position in shares of Microsoft in the fourth quarter valued at approximately $44,000. Fairway Wealth LLC bought a new position in shares of Microsoft in the fourth quarter valued at approximately $62,000. Finally, IFS Advisors LLC raised its position in shares of Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after purchasing an additional 50 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Insiders Place Their Bets

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders have sold a total of 8,850 shares of company stock worth $4,406,512 in the last 90 days. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

Shares of Microsoft stock traded up $2.90 during midday trading on Thursday, hitting $509.64. The company had a trading volume of 18,003,054 shares, compared to its average volume of 23,377,524. The business's 50 day simple moving average is $508.18 and its two-hundred day simple moving average is $446.67. The stock has a market cap of $3.79 trillion, a PE ratio of 37.36, a P/E/G ratio of 2.22 and a beta of 1.06. 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.

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 (EPS) for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter last year, the company posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be paid a dividend of $0.83 per share. The ex-dividend date is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a yield of 0.7%. Microsoft's payout ratio is currently 24.34%.

Analyst Upgrades and Downgrades

MSFT has been the topic of a number of recent analyst reports. Loop Capital lifted their price target on shares of Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Benchmark reissued a "buy" rating on shares of Microsoft in a research report on Thursday, May 1st. Stifel Nicolaus lifted their price target on shares of Microsoft from $500.00 to $550.00 and gave the company a "buy" rating in a research report on Monday, July 28th. Barclays lifted their price target on shares of Microsoft from $550.00 to $625.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Finally, Wedbush lifted their price target on shares of Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. One equities research 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 stock. According to MarketBeat.com, Microsoft 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.