Avion Wealth Purchases 121 Shares of Microsoft Corporation $MSFT

Avion Wealth increased its position in Microsoft Corporation (NASDAQ:MSFT) by 2.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,577 shares of the software giant’s stock after buying an additional 121 shares during the quarter. Microsoft accounts for 0.6% of Avion Wealth’s portfolio, making the stock its 24th largest position. Avion Wealth’s holdings in Microsoft were worth $2,277,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of MSFT. Bulwark Capital Corp purchased a new position in Microsoft in the 2nd quarter worth $32,000. Westend Capital Management LLC grew its stake in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after buying an additional 58 shares during the last quarter. Newton One Investments LLC increased its holdings in shares of Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares during the period. LSV Asset Management bought a new stake in shares of Microsoft in the 4th quarter valued at about $44,000. Finally, PayPay Securities Corp boosted its holdings in Microsoft by 29.9% during the 2nd quarter. PayPay Securities Corp now owns 126 shares of the software giant’s stock valued at $63,000 after acquiring an additional 29 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, insider Bradford L. Smith sold 38,500 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the sale, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction 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 approximately $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 192,555 shares of company stock worth $97,840,842 over the last ninety days. 0.03% of the stock is owned by corporate insiders.

Microsoft Trading Down 2.0%

NASDAQ:MSFT opened at $497.10 on Friday. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a 50-day moving average price of $514.07 and a 200-day moving average price of $490.60. The stock has a market cap of $3.69 trillion, a price-to-earnings ratio of 35.36, a P/E/G ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. During the same period in the prior year, the firm earned $3.30 earnings per share. Microsoft’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a boost from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is 25.89%.

Wall Street Analyst Weigh In

MSFT has been the topic of a number of analyst reports. Bank of America lifted their price target on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $630.00 target price on shares of Microsoft in a research note on Tuesday, October 28th. Melius Research upped their price target on shares of Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. Wedbush reissued an “outperform” rating and issued a $625.00 price target on shares of Microsoft in a report on Wednesday, October 22nd. Finally, Wells Fargo & Company upped their price objective on shares of Microsoft from $675.00 to $700.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $634.59.

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.