Well Done LLC Increases Position in Microsoft Corporation $MSFT

Key Points

• Well Done LLC increased its holdings in Microsoft Corporation by 8.9% to a total of 9,911 shares, now valued at approximately $4.93 million.
• Microsoft declared a quarterly dividend of $0.91 per share, with an annualized yield of 0.7%, reflecting an increase from the previous quarterly dividend of $0.83.
• Analysts have upgraded Microsoft, with price targets ranging from $618.47 to $650.00, indicating continued confidence in the stock amid robust earnings performance.

Well Done LLC lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,911 shares of the software giant's stock after purchasing an additional 814 shares during the period. Microsoft comprises about 0.9% of Well Done LLC's portfolio, making the stock its 27th largest holding. Well Done LLC's holdings in Microsoft were worth $4,930,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. BostonPremier Wealth LLC increased its stake in shares of Microsoft by 22.4% in the 2nd quarter. BostonPremier Wealth LLC now owns 2,942 shares of the software giant's stock valued at $1,463,000 after purchasing an additional 539 shares in the last quarter. Spectrum Planning & Advisory Services Inc. increased its stake in Microsoft by 30.7% during the 2nd quarter. Spectrum Planning & Advisory Services Inc. now owns 6,196 shares of the software giant's stock worth $3,082,000 after buying an additional 1,457 shares in the last quarter. Affinity Wealth Management LLC increased its stake in Microsoft by 0.8% during the 2nd quarter. Affinity Wealth Management LLC now owns 33,764 shares of the software giant's stock worth $16,794,000 after buying an additional 268 shares in the last quarter. Harrell Investment Partners LLC increased its stake in Microsoft by 12.6% during the 2nd quarter. Harrell Investment Partners LLC now owns 39,293 shares of the software giant's stock worth $19,545,000 after buying an additional 4,405 shares in the last quarter. Finally, Cassia Capital Partners LLC increased its stake in Microsoft by 3.6% during the 2nd quarter. Cassia Capital Partners LLC now owns 4,525 shares of the software giant's stock worth $2,251,000 after buying an additional 157 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insiders Place Their Bets

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

Microsoft Stock Down 0.9%

NASDAQ:MSFT opened at $523.98 on Wednesday. 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 stock's fifty day moving average is $513.38 and its two-hundred day moving average is $469.08. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market capitalization of $3.89 trillion, a price-to-earnings ratio of 38.41, a price-to-earnings-growth ratio of 2.30 and a beta of 1.03.

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

Microsoft Increases Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have commented on MSFT shares. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company in a research note on Thursday, July 31st. Royal Bank Of Canada reiterated a "buy" rating and set a $640.00 price objective on shares of Microsoft in a research note on Friday, October 3rd. UBS Group reiterated a "buy" rating and set a $650.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Cantor Fitzgerald boosted their price objective on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Finally, Wedbush boosted their price objective on Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus target price of $618.47.

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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