Spirepoint Private Client LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 0.7% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 74,130 shares of the software giant’s stock after purchasing an additional 479 shares during the quarter. Microsoft accounts for about 4.2% of Spirepoint Private Client LLC’s holdings, making the stock its 2nd biggest position. Spirepoint Private Client LLC’s holdings in Microsoft were worth $36,873,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently bought and sold shares of MSFT. WFA Asset Management Corp increased its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. increased its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC increased its holdings 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 purchasing an additional 2,138 shares during the period. Wealth Group Ltd. increased its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company’s stock.
Insider Activity at Microsoft
In other 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 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 represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents 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 currently owned by corporate insiders.
Microsoft Stock Down 2.2%
Microsoft (NASDAQ:MSFT – Get Free Report) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company’s revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts expect 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. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.
Analyst Ratings Changes
Several brokerages recently commented on MSFT. TD Cowen boosted their price target on Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Arete boosted their price target on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research note on Wednesday, October 1st. Sanford C. Bernstein boosted their price target on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Mizuho boosted their price target on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Evercore ISI boosted their price target on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. One research analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $618.47.
View Our Latest Analysis on Microsoft
Microsoft Company 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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