Valeo Financial Advisors LLC Grows Stake in Microsoft Corporation $MSFT

Valeo Financial Advisors LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 273,939 shares of the software giant's stock after buying an additional 4,090 shares during the period. Microsoft accounts for about 2.5% of Valeo Financial Advisors LLC's investment portfolio, making the stock its 10th biggest holding. Valeo Financial Advisors LLC's holdings in Microsoft were worth $102,834,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Ball & Co Wealth Management Inc. bought a new stake in Microsoft during the fourth quarter worth approximately $31,000. Newton One Investments LLC raised its holdings in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after purchasing an additional 30 shares in the last quarter. LSV Asset Management bought a new stake in Microsoft during the fourth quarter worth approximately $44,000. Fairway Wealth LLC bought a new stake in Microsoft during the fourth quarter worth approximately $62,000. Finally, IFS Advisors LLC raised its holdings in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after purchasing an additional 50 shares in the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $507.23 on Monday. The stock has a market cap of $3.77 trillion, a PE ratio of 37.19, a price-to-earnings-growth ratio of 2.22 and a beta of 1.06. The business has a fifty day simple moving average of $506.08 and a 200-day simple moving average of $444.52. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its earnings results 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 business had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft's revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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 given a $0.83 dividend. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's dividend payout ratio (DPR) is 24.34%.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the firm'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 sale, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Insiders sold a total of 8,850 shares of company stock valued at $4,406,512 over the last ninety days. Company insiders own 0.03% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Morgan Stanley boosted their target price on Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a report on Thursday, July 31st. Needham & Company LLC reaffirmed a "buy" rating on shares of Microsoft in a report on Thursday, May 1st. KeyCorp raised Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target on the stock in a report on Thursday, July 31st. Wells Fargo & Company reaffirmed an "overweight" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Finally, Guggenheim reaffirmed a "neutral" rating on shares of Microsoft in a report on Thursday, May 1st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $612.54.

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.

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