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Windle Wealth LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

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Windle Wealth LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,294 shares of the software giant's stock after acquiring an additional 1,038 shares during the quarter. Microsoft accounts for 4.3% of Windle Wealth LLC's portfolio, making the stock its 8th largest holding. Windle Wealth LLC's holdings in Microsoft were worth $8,369,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of MSFT. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock worth $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its position in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. boosted its stake in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Tallon Kerry Patrick acquired a new position in Microsoft in the 4th quarter worth approximately $1,375,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Trading Down 0.3%

Shares of NASDAQ:MSFT opened at $505.12 on Wednesday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The stock has a market capitalization of $3.75 trillion, a PE ratio of 37.03, a P/E/G ratio of 2.21 and a beta of 1.04. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm has a fifty day moving average price of $509.48 and a 200 day moving average price of $448.93.

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, beating the consensus estimate of $3.35 by $0.30. The company had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business's revenue was up 18.1% compared to the same quarter last year. During the same period last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Dividend Announcement

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

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the 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 transaction, 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.03% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on MSFT. Truist Financial boosted 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. BMO Capital Markets lifted their price target on Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Wells Fargo & Company reissued an "overweight" rating and issued a $650.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. DA Davidson raised their price objective on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Finally, Morgan Stanley lifted their target price on Microsoft from $530.00 to $582.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Microsoft currently has a consensus rating of "Moderate Buy" and an average target price of $612.54.

View Our Latest Analysis on Microsoft

About Microsoft

(Free Report)

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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Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.

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