TradeWell Securities LLC. Raises Position in Microsoft Corporation $MSFT

TradeWell Securities LLC. raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 15.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,609 shares of the software giant's stock after acquiring an additional 896 shares during the quarter. Microsoft makes up 1.4% of TradeWell Securities LLC.'s portfolio, making the stock its 12th largest holding. TradeWell Securities LLC.'s holdings in Microsoft were worth $2,481,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. New Insight Wealth Advisors boosted its stake in shares of Microsoft by 33.9% during the 1st quarter. New Insight Wealth Advisors now owns 10,558 shares of the software giant's stock worth $3,964,000 after acquiring an additional 2,675 shares during the last quarter. Peterson Wealth Advisors LLC lifted its stake in shares of Microsoft by 1.1% during the 1st quarter. Peterson Wealth Advisors LLC now owns 4,384 shares of the software giant's stock valued at $1,569,000 after buying an additional 48 shares in the last quarter. OMNI 360 Wealth Inc. lifted its stake in shares of Microsoft by 2.7% during the 1st quarter. OMNI 360 Wealth Inc. now owns 5,781 shares of the software giant's stock valued at $2,170,000 after buying an additional 152 shares in the last quarter. Personal CFO Solutions LLC lifted its stake in shares of Microsoft by 3.1% during the 1st quarter. Personal CFO Solutions LLC now owns 31,837 shares of the software giant's stock valued at $11,951,000 after buying an additional 959 shares in the last quarter. Finally, Opus Capital Group LLC lifted its stake in shares of Microsoft by 11.8% during the 1st quarter. Opus Capital Group LLC now owns 3,306 shares of the software giant's stock valued at $1,241,000 after buying an additional 350 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on MSFT shares. TD Cowen lifted their target price on shares of Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Bank of America lifted their target price on shares of Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. TD Securities lifted their target price on shares of Microsoft from $475.00 to $490.00 and gave the company a "buy" rating in a research note on Thursday, May 1st. Citigroup lifted their target price 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, Needham & Company LLC restated a "buy" rating on shares of Microsoft in a research note on Thursday, May 1st. 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 stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $612.54.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction dated 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. In the last 90 days, insiders have sold 8,850 shares of company stock valued at $4,406,512. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Microsoft stock opened at $504.26 on Tuesday. The company's 50-day moving average price is $506.58 and its 200-day moving average price is $445.18. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 company has a market cap of $3.75 trillion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 2.22 and a beta of 1.06.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the previous year, the firm posted $2.95 EPS. The business's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

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

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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