Ridgeline Wealth Planning LLC Invests $270,000 in Microsoft Corporation $MSFT

Ridgeline Wealth Planning LLC bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 720 shares of the software giant's stock, valued at approximately $270,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Ball & Co Wealth Management Inc. acquired a new position in shares of Microsoft in the 4th quarter valued at about $31,000. Newton One Investments LLC boosted its holdings in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after buying an additional 30 shares during the period. LSV Asset Management acquired a new position in shares of Microsoft in the 4th quarter valued at about $44,000. Fairway Wealth LLC acquired a new position in shares of Microsoft in the 4th quarter valued at about $62,000. Finally, IFS Advisors LLC boosted 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 valued at $57,000 after buying an additional 50 shares during the period. Institutional investors own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on MSFT. Cantor Fitzgerald lifted their price target on shares of Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a report on Thursday, July 31st. Westpark Capital reaffirmed a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. The Goldman Sachs Group lifted their price target on shares of Microsoft from $480.00 to $550.00 and gave the company a "buy" rating in a report on Wednesday, May 21st. BMO Capital Markets lifted their price target on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Finally, Wells Fargo & Company reissued an "overweight" rating and set a $650.00 target price (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction that occurred 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 sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Over the last ninety days, insiders have sold 8,850 shares of company stock valued at $4,406,512. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.6%

Microsoft stock opened at $507.23 on Monday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a 50-day moving average price of $506.08 and a two-hundred day moving average price of $444.52. The firm has a market capitalization 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 Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft's revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Announces Dividend

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

Microsoft Company 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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