Xponance Inc. Has $674.63 Million Stock Holdings in Microsoft Corporation $MSFT

Xponance Inc. decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,797,131 shares of the software giant's stock after selling 11,927 shares during the quarter. Microsoft comprises 6.5% of Xponance Inc.'s holdings, making the stock its 2nd biggest position. Xponance Inc.'s holdings in Microsoft were worth $674,625,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the business. Brady Martz Wealth Solutions LLC boosted its holdings in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after buying an additional 95 shares in the last quarter. Strategic Financial Services Inc. increased its position in shares of Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock valued at $7,345,000 after acquiring an additional 1,268 shares during the last quarter. Elevate Wealth Advisory Inc. increased its position in shares of Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after acquiring an additional 1,043 shares during the last quarter. Intellus Advisors LLC acquired a new position in shares of Microsoft in the fourth quarter valued at approximately $16,075,000. Finally, Meridian Wealth Advisors LLC grew its holdings in shares of Microsoft by 3.8% in the fourth quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after purchasing an additional 2,014 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MSFT has been the subject of a number of recent research reports. Wells Fargo & Company reiterated an "overweight" rating and issued a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Sanford C. Bernstein boosted their price objective on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Benchmark reaffirmed a "buy" rating on shares of Microsoft in a research note on Thursday, May 1st. BMO Capital Markets increased their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Finally, Scotiabank increased their price objective on shares of Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $612.54.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 of the company's stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Microsoft stock opened at $509.64 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market cap of $3.79 trillion, a PE ratio of 37.36, a P/E/G ratio of 2.22 and a beta of 1.06. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company has a fifty day moving average price of $508.18 and a two-hundred day moving average price of $446.67.

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

Microsoft Dividend Announcement

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