Private Client Services LLC Has $3.90 Million Stock Holdings in Microsoft Corporation $MSFT

Private Client Services LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 58.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,849 shares of the software giant's stock after acquiring an additional 2,906 shares during the quarter. Microsoft comprises 1.5% of Private Client Services LLC's holdings, making the stock its 12th largest holding. Private Client Services LLC's holdings in Microsoft were worth $3,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of the company. WFA Asset Management Corp lifted its stake in Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC raised its holdings in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. boosted its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its stake in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 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 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 value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The stock was 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 $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on MSFT. Stifel Nicolaus upped their price target on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research note on Monday, July 28th. Oppenheimer upped their target price on Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. TD Cowen lifted their price target on shares of Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Citigroup boosted their price target on shares of Microsoft from $605.00 to $613.00 and gave the company a "buy" rating in a research note on Tuesday, July 22nd. Finally, Jefferies Financial Group raised their price objective on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, Microsoft presently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Stock Down 1.2%

MSFT opened at $509.04 on Wednesday. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The firm has a market capitalization of $3.78 trillion, a P/E ratio of 37.32, a PEG ratio of 2.25 and a beta of 1.04. The company's 50-day moving average is $511.15 and its 200 day moving average is $455.82. 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 (NASDAQ:MSFT - Get Free Report) last posted 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 firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same quarter last year, the business posted $2.95 EPS. The company's revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. Research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft's dividend payout ratio is 24.34%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.