Savvy Advisors Inc. Purchases 11,728 Shares of Microsoft Corporation $MSFT

Key Points

• Savvy Advisors Inc. increased its stake in Microsoft Corporation by 25.5%, acquiring an additional 11,728 shares, bringing its total ownership to 57,688 shares worth approximately $21.7 million.
• CEO Satya Nadella sold 149,205 shares of Microsoft stock, reducing his ownership by 15.87%, while the percentage of shares owned by insiders stands at 0.03%.
• Microsoft has recently seen analyst upgrades, with price targets raised by several firms, including Mizuho and Piper Sandler, pushing the average target price to $612.54 and maintaining a consensus rating of "Moderate Buy."

Savvy Advisors Inc. grew its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 25.5% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 57,688 shares of the software giant's stock after buying an additional 11,728 shares during the period. Microsoft makes up about 2.2% of Savvy Advisors Inc.'s investment portfolio, making the stock its 8th largest holding. Savvy Advisors Inc.'s holdings in Microsoft were worth $21,656,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of MSFT. Brady Martz Wealth Solutions LLC lifted its stake in shares of Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after buying an additional 95 shares in the last quarter. Strategic Financial Services Inc. increased its stake in Microsoft by 7.8% in the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after buying an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. increased its stake in Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after buying an additional 1,043 shares in the last quarter. Intellus Advisors LLC purchased a new stake in Microsoft in the 4th quarter worth $16,075,000. Finally, Meridian Wealth Advisors LLC boosted its stake in Microsoft by 3.8% in the 4th quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock worth $23,144,000 after purchasing an additional 2,014 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Trading Down 2.6%

MSFT traded down $12.97 during trading hours on Friday, reaching $495.00. 31,963,969 shares of the company's stock traded hands, compared to its average volume of 19,697,988. 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 $509.93 and a 200 day moving average price of $450.85. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The firm has a market capitalization of $3.68 trillion, a PE ratio of 36.29, a PEG ratio of 2.16 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft's quarterly revenue was up 18.1% on a year-over-year basis. During the same period last year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

The firm also recently disclosed 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. This represents a $3.32 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 21st. Microsoft's payout ratio is presently 24.34%.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction dated 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 owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several recent analyst reports. Scotiabank upped their price target on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research note on Thursday, July 31st. Oppenheimer boosted 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. Wedbush raised their price target on Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. DA Davidson lifted their price objective on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Finally, Westpark Capital reiterated a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price 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.