Personal CFO Solutions LLC Has $11.95 Million Position in Microsoft Corporation $MSFT

Personal CFO Solutions LLC lifted its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 31,837 shares of the software giant's stock after buying an additional 959 shares during the period. Microsoft makes up about 2.4% of Personal CFO Solutions LLC's portfolio, making the stock its 4th largest position. Personal CFO Solutions LLC's holdings in Microsoft were worth $11,951,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its position in shares of Microsoft by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 684,071,705 shares of the software giant's stock worth $288,336,224,000 after buying an additional 10,431,988 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock worth $70,720,874,000 after buying an additional 3,103,212 shares during the last quarter. Norges Bank purchased a new position in shares of Microsoft in the 4th quarter worth approximately $44,343,058,000. Northern Trust Corp grew its position in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Microsoft by 9.8% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock worth $25,273,704,000 after buying an additional 5,370,546 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT opened at $507.23 on Monday. 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 Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a 50 day simple moving average of $506.08 and a two-hundred day simple moving average of $444.52. The stock has a market cap of $3.77 trillion, a price-to-earnings ratio of 37.19, a PEG ratio of 2.22 and a beta of 1.06.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 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 business had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same period in the previous year, the business posted $2.95 EPS. The business's quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

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

Insider Activity

In related news, 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 value of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. In the last ninety days, insiders have sold 8,850 shares of company stock valued at $4,406,512. Insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on MSFT shares. Morgan Stanley boosted their target price on shares of Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Bank of America boosted their target price on shares of Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Wall Street Zen raised shares of Microsoft from a "hold" rating to a "buy" rating in a research report on Saturday, August 2nd. Citigroup boosted their target price on shares of Microsoft from $605.00 to $613.00 and gave the stock a "buy" rating in a research report on Tuesday, July 22nd. Finally, Raymond James Financial boosted their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research report on Monday, July 28th. 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 company's stock. According to data from MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $612.54.

About Microsoft

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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