Compton Wealth Advisory Group LLC Has $11.69 Million Stake in Microsoft Corporation $MSFT

Compton Wealth Advisory Group LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 23,492 shares of the software giant’s stock after acquiring an additional 127 shares during the quarter. Microsoft accounts for 3.0% of Compton Wealth Advisory Group LLC’s holdings, making the stock its 11th largest position. Compton Wealth Advisory Group LLC’s holdings in Microsoft were worth $11,685,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Bulwark Capital Corp bought a new stake in Microsoft in the 2nd quarter valued at $32,000. Ball & Co Wealth Management Inc. acquired a new stake in shares of Microsoft during the 4th quarter valued at about $31,000. Newton One Investments LLC increased its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares during the period. LSV Asset Management acquired a new position in Microsoft in the fourth quarter worth about $44,000. Finally, IFS Advisors LLC raised its position in Microsoft by 50.0% in 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 and hedge funds own 71.13% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 directly owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction 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 business’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 owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was 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 company insiders.

Microsoft Stock Performance

Microsoft stock opened at $507.03 on Friday. The stock has a 50-day simple moving average of $512.01 and a 200 day simple moving average of $461.15. The stock has a market capitalization of $3.77 trillion, a price-to-earnings ratio of 37.17, a P/E/G ratio of 2.22 and a beta of 1.04. 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) last posted its quarterly earnings data 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. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the company posted $2.95 EPS. The company’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on MSFT shares. Cantor Fitzgerald upped their price objective on Microsoft from $581.00 to $639.00 and gave the company an “overweight” rating in a research note on Thursday, July 31st. Wells Fargo & Company reiterated an “overweight” rating and issued a $650.00 price target (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. Raymond James Financial lifted their price objective on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Morgan Stanley upped their target price on shares of Microsoft from $530.00 to $582.00 and gave the stock an “overweight” rating in a report on Thursday, July 31st. Finally, TD Cowen lifted their price target on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average 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.