Worth Asset Management LLC Has $3.58 Million Holdings in Microsoft Corporation $MSFT

Worth Asset Management LLC increased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 80.9% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,188 shares of the software giant's stock after acquiring an additional 3,214 shares during the period. Microsoft comprises about 1.8% of Worth Asset Management LLC's portfolio, making the stock its 14th biggest position. Worth Asset Management LLC's holdings in Microsoft were worth $3,576,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in MSFT. Newton One Investments LLC boosted its stake in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. purchased a new position in Microsoft during the fourth quarter valued at $31,000. Bulwark Capital Corp bought a new position in shares of Microsoft during the second quarter valued at $32,000. LSV Asset Management bought a new position in shares of Microsoft during the fourth quarter valued at $44,000. Finally, IFS Advisors LLC boosted its position in shares of Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock valued at $57,000 after buying an additional 50 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Microsoft Stock Up 0.9%

Shares of MSFT opened at $511.46 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The business's fifty day moving average price is $512.03 and its two-hundred day moving average price is $462.60. The firm has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.50, a PEG ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted 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 company 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%. The firm's quarterly revenue was up 18.1% compared to the same quarter last year. During the same period last year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict 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. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft's payout ratio is presently 24.34%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on MSFT. Melius Research boosted their price objective on Microsoft from $595.00 to $625.00 in a research note on Thursday. Barclays reissued an "overweight" rating and set a $625.00 price target on shares of Microsoft in a report on Friday, August 29th. Wedbush increased their price target on shares of Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company in a research report on Thursday, July 31st. Finally, Loop Capital upped their price objective on shares of Microsoft from $550.00 to $600.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. One equities research 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. According to MarketBeat.com, Microsoft presently has an average rating of "Moderate Buy" and an average price target of $614.45.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

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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