Guided Capital Wealth Management LLC Raises Position in Microsoft Corporation $MSFT

Guided Capital Wealth Management LLC raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,405 shares of the software giant’s stock after acquiring an additional 21 shares during the quarter. Microsoft makes up 2.1% of Guided Capital Wealth Management LLC’s portfolio, making the stock its 17th largest holding. Guided Capital Wealth Management LLC’s holdings in Microsoft were worth $2,688,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. WFA Asset Management Corp lifted its stake in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its stake in shares of Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after buying an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares in the last quarter. Wealth Group Ltd. lifted its stake in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its stake in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of analyst reports. Scotiabank lifted their target price 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. Stifel Nicolaus boosted their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research note on Monday, July 28th. Melius Research boosted their price target on shares of Microsoft from $595.00 to $625.00 in a research note on Thursday. Evercore ISI boosted their price target on shares of Microsoft from $515.00 to $545.00 and gave the stock an “outperform” rating in a research note on Friday, July 25th. Finally, Citigroup boosted their price target on shares of Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a research note on Tuesday, July 22nd. One equities research 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 company’s stock. According to MarketBeat.com, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $614.45.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction dated Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the transaction, the chief executive officer owned 790,852 shares in the company, 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. Corporate insiders own 0.03% of the company’s stock.

Microsoft Stock Performance

Microsoft stock opened at $511.46 on Friday. The company’s 50-day moving average price is $512.03 and its 200-day moving average price is $462.06. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. 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 company has a market cap of $3.80 trillion, a PE ratio of 37.50, a price-to-earnings-growth ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the previous year, the firm posted $2.95 EPS. The business’s quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

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.