ORG Wealth Partners LLC Has $4.14 Million Stock Position in Microsoft Corporation $MSFT

ORG Wealth Partners LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT) by 2.1% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 8,402 shares of the software giant’s stock after buying an additional 169 shares during the quarter. Microsoft accounts for about 1.1% of ORG Wealth Partners LLC’s investment portfolio, making the stock its 12th largest position. ORG Wealth Partners LLC’s holdings in Microsoft were worth $4,138,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bulwark Capital Corp acquired a new stake in Microsoft in the 2nd quarter valued at approximately $32,000. Westend Capital Management LLC grew its holdings 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. acquired a new stake in shares of Microsoft during the 4th quarter worth approximately $31,000. Newton One Investments LLC grew its holdings 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 acquired a new stake in shares of Microsoft during the 4th quarter worth approximately $44,000. Institutional investors and hedge funds own 71.13% of the company’s stock.

Analysts Set New Price Targets

MSFT has been the topic of several recent research reports. Bank of America lifted their price objective on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. UBS Group reissued a “buy” rating and set a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Melius Research boosted their price target on Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. BMO Capital Markets boosted their price target on Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. Finally, Jefferies Financial Group boosted their price target on Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and an average price target of $618.47.

Insider Buying and Selling at Microsoft

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 business’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 sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Trading Down 2.2%

Shares of MSFT opened at $510.96 on Monday. The stock has a fifty day moving average price of $513.12 and a two-hundred day moving average price of $472.29. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45. The company has a market cap of $3.80 trillion, a price-to-earnings ratio of 37.46, a PEG ratio of 2.22 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The firm had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the previous year, the company posted $2.95 EPS. The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio is presently 24.34%.

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.