Microsoft Corporation $MSFT Shares Purchased by Jackson Thornton Wealth Management LLC

Jackson Thornton Wealth Management LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,530 shares of the software giant’s stock after acquiring an additional 118 shares during the period. Microsoft comprises 0.4% of Jackson Thornton Wealth Management LLC’s portfolio, making the stock its 27th largest holding. Jackson Thornton Wealth Management LLC’s holdings in Microsoft were worth $3,243,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Newton One Investments LLC grew its holdings in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares during the last quarter. Bulwark Capital Corp purchased a new stake in shares of Microsoft in the second quarter valued at $32,000. Westend Capital Management LLC increased its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares in the last quarter. LSV Asset Management purchased a new stake in Microsoft during the 4th quarter worth about $44,000. Finally, ROSS JOHNSON & Associates LLC lifted its holdings in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant’s stock valued at $59,000 after purchasing an additional 95 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 1.4%

Shares of MSFT opened at $487.12 on Thursday. The firm has a market cap of $3.62 trillion, a PE ratio of 34.65, a price-to-earnings-growth 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. The company’s fifty day moving average is $514.09 and its two-hundred day moving average is $498.25. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45.

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

Microsoft Increases Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 25.89%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Mizuho set a $640.00 price target on shares of Microsoft in a report on Tuesday, October 28th. DA Davidson set a $650.00 price objective 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 research note on Wednesday, October 22nd. Baird R W upgraded Microsoft to a “strong-buy” rating in a report on Friday, November 14th. Finally, Scotiabank increased their price target on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Two research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $634.33.

Insider Transactions at Microsoft

In related news, 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 transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the insider owned 461,597 shares in the company, valued at $239,402,668.08. The trade was a 7.70% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by insiders.

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.