Pioneer Wealth Management Group Invests $247,000 in Microsoft Corporation $MSFT

Key Points

• Pioneer Wealth Management Group invested approximately $247,000 in Microsoft by purchasing 497 shares during the 2nd quarter of this year.
• Analysts have positively revised their price targets for Microsoft, with Citigroup raising its target to $613.00 and Royal Bank of Canada to $640.00, while maintaining a consensus "Moderate Buy" rating.
• Microsoft announced an increase in its quarterly dividend to $0.91 per share, reflecting a positive change from the previous quarter and a yield of 0.7%.

Pioneer Wealth Management Group purchased a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 497 shares of the software giant's stock, valued at approximately $247,000.

Other hedge funds have also bought and sold shares of the company. Newton One Investments LLC raised its holdings in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after buying an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new position in Microsoft in the 4th quarter worth approximately $31,000. Bulwark Capital Corp bought a new position in Microsoft in the 2nd quarter valued at approximately $32,000. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter valued at $44,000. Finally, IFS Advisors LLC increased its holdings in shares of Microsoft by 50.0% in the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after purchasing an additional 50 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several recent analyst reports. Citigroup increased their price objective on Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research report on Tuesday, July 22nd. Wedbush lifted their price target on shares of Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Melius Research increased their price objective on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday. Royal Bank Of Canada raised their target price on shares of Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Finally, Wall Street Zen lowered shares of Microsoft from a "buy" rating to a "hold" rating in a research note on Saturday, September 20th. 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 company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $614.45.

Microsoft Price Performance

Shares of Microsoft stock opened at $511.46 on Monday. The stock has a market cap of $3.80 trillion, a P/E ratio of 37.50, a P/E/G ratio of 2.23 and a beta of 1.04. 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's fifty day moving average is $512.03 and its 200 day moving average is $463.19. 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 issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same quarter in the prior year, the business posted $2.95 earnings per share. The business's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Sell-side 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. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is 24.34%.

Insider Activity at Microsoft

In related 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 transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction on 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 transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

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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