LRI Investments LLC Boosts Holdings in Microsoft Corporation $MSFT

LRI Investments LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT) by 1.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,188 shares of the software giant’s stock after buying an additional 837 shares during the period. Microsoft comprises 2.1% of LRI Investments LLC’s portfolio, making the stock its 7th biggest holding. LRI Investments LLC’s holdings in Microsoft were worth $27,451,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. WFA Asset Management Corp boosted its stake in Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. boosted its position 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 acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. raised its position in Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC lifted its stake in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock worth $9,735,000 after purchasing an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. Oppenheimer reiterated an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. Wedbush reaffirmed an “outperform” rating and issued a $625.00 target price on shares of Microsoft in a report on Wednesday, October 22nd. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Saturday, October 11th. Finally, Loop Capital boosted their price target on shares of Microsoft from $550.00 to $600.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $634.47.

Insiders Place Their Bets

In other news, 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 transaction of $75,315,699.90. Following the completion of the sale, 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 192,555 shares of company stock valued at $97,840,842. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Performance

Microsoft stock opened at $496.82 on Friday. The stock has a 50-day simple moving average of $513.88 and a 200 day simple moving average of $492.43. The stock has a market capitalization of $3.69 trillion, a price-to-earnings ratio of 35.34, a P/E/G ratio of 2.36 and a beta of 1.02. 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, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The firm had revenue of $77.67 billion during the quarter, compared to analysts’ expectations of $75.49 billion. During the same quarter last year, the company posted $3.30 EPS. The company’s quarterly revenue was up 18.4% compared to the same quarter last year. Microsoft has set its Q2 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 business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. Microsoft’s dividend payout ratio is presently 25.89%.

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.