Shelton Wealth Management LLC Purchases 2,421 Shares of Microsoft Corporation $MSFT

Key Points

• Shelton Wealth Management LLC increased its stake in Microsoft Corporation by 74.3% during the 2nd quarter, now holding a total of 5,681 shares valued at approximately $2.83 million.
• Microsoft reported earnings of $3.65 per share for its most recent quarter, beating analysts' expectations, with total revenue of $76.44 billion, reflecting an 18.1% year-over-year increase.
• The company recently announced a quarterly dividend increase to $0.91 per share, set to be distributed on December 11th, which signifies an annualized yield of 0.7%.

Shelton Wealth Management LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 74.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,681 shares of the software giant's stock after buying an additional 2,421 shares during the period. Microsoft accounts for approximately 1.4% of Shelton Wealth Management LLC's holdings, making the stock its 17th biggest holding. Shelton Wealth Management LLC's holdings in Microsoft were worth $2,826,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. My Legacy Advisors LLC lifted its position in Microsoft by 2.3% during the 2nd quarter. My Legacy Advisors LLC now owns 19,776 shares of the software giant's stock worth $9,917,000 after buying an additional 454 shares in the last quarter. Lantz Financial LLC lifted its position in Microsoft by 2.5% during the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant's stock worth $12,042,000 after buying an additional 580 shares in the last quarter. Brendel Financial Advisors LLC lifted its position in Microsoft by 1.9% during the 2nd quarter. Brendel Financial Advisors LLC now owns 8,474 shares of the software giant's stock worth $4,215,000 after buying an additional 162 shares in the last quarter. AA Financial Advisors LLC lifted its position in Microsoft by 3.8% during the 2nd quarter. AA Financial Advisors LLC now owns 15,133 shares of the software giant's stock worth $7,527,000 after buying an additional 549 shares in the last quarter. Finally, Bell Bank lifted its position in Microsoft by 2.5% during the 2nd quarter. Bell Bank now owns 38,472 shares of the software giant's stock worth $19,136,000 after buying an additional 937 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $511.46 on Monday. The company has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.50, a P/E/G ratio of 2.23 and a beta of 1.04. The firm's 50 day simple moving average is $512.03 and its 200 day simple moving average is $463.19. 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 Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

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

Microsoft Increases Dividend

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

Wall Street Analyst Weigh In

Several research analysts recently issued reports on MSFT shares. BMO Capital Markets upped their price target on shares of Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Jefferies Financial Group upped their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Westpark Capital reaffirmed a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Truist Financial raised their target price on shares of Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research note on Monday, August 18th. Finally, DA Davidson raised their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $614.45.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction that occurred 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 sale, the chief executive officer directly 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 sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction that occurred 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 sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

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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