Microsoft Corporation $MSFT Shares Acquired by MBE Wealth Management LLC

MBE Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.9% in the 2nd quarter, Holdings Channel reports. The firm owned 3,108 shares of the software giant’s stock after purchasing an additional 28 shares during the period. Microsoft accounts for about 0.7% of MBE Wealth Management LLC’s investment portfolio, making the stock its 25th biggest holding. MBE Wealth Management LLC’s holdings in Microsoft were worth $1,546,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of MSFT. Bulwark Capital Corp acquired a new position in Microsoft in the 2nd quarter valued at $32,000. Westend Capital Management LLC boosted its position in shares of 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. Ball & Co Wealth Management Inc. purchased a new stake in shares of Microsoft during the 4th quarter worth $31,000. Newton One Investments LLC boosted its position in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after purchasing an additional 30 shares in the last quarter. Finally, LSV Asset Management purchased a new stake in shares of Microsoft during the 4th quarter worth $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the firm’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 transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction 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 transaction, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Stock Down 0.5%

NASDAQ MSFT opened at $522.40 on Friday. The stock has a market cap of $3.88 trillion, a PE ratio of 38.30, a P/E/G ratio of 2.29 and a beta of 1.03. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The business has a 50 day moving average price of $513.39 and a two-hundred day moving average price of $470.36. 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 (NASDAQ:MSFT) last released its quarterly 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. 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%.Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm 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 dividend of $0.91 per share. This is an increase 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 dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Sanford C. Bernstein boosted their target price on shares of Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a research report on Thursday, July 31st. Wall Street Zen upgraded shares of Microsoft from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Loop Capital boosted their price objective on shares of Microsoft from $550.00 to $600.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Piper Sandler boosted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the stock an “overweight” rating in a research report on Thursday, July 31st. Finally, Stifel Nicolaus boosted their price objective on shares of Microsoft from $500.00 to $550.00 and gave the stock a “buy” rating in a research report on Monday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $618.47.

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.