Wells Financial Advisors INC Has $151,000 Position in Microsoft Corporation $MSFT

Wells Financial Advisors INC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 78.2% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 303 shares of the software giant’s stock after purchasing an additional 133 shares during the period. Wells Financial Advisors INC’s holdings in Microsoft were worth $151,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. WFA Asset Management Corp increased its holdings in Microsoft by 27.0% in 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 during the last quarter. Ironwood Wealth Management LLC. grew its position in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of Microsoft by 410.4% during the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its stake in shares of Microsoft by 1.2% during the 4th 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 during the last quarter. Finally, Eagle Capital Management LLC raised its holdings in shares of Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Insider Activity at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 192,555 shares of company stock worth $97,840,842 in the last ninety days. 0.03% of the stock is currently owned by insiders.

Microsoft Trading Down 0.1%

Microsoft stock opened at $496.82 on Monday. The business’s 50-day simple moving average is $513.88 and its 200-day simple moving average is $493.26. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a market capitalization of $3.69 trillion, a PE ratio of 35.34, a PEG ratio of 2.36 and a beta of 1.02. 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 (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. The firm had revenue of $77.67 billion for the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The company’s revenue was up 18.4% on a year-over-year basis. During the same quarter last year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s payout ratio is presently 25.89%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Rothschild & Co Redburn upped their price objective on shares of Microsoft from $550.00 to $560.00 and gave the stock a “buy” rating in a report on Wednesday, October 22nd. DA Davidson set a $650.00 price target on Microsoft in a research report on Thursday, October 30th. Sanford C. Bernstein upped their price target on Microsoft from $637.00 to $645.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Stifel Nicolaus set a $640.00 price objective on Microsoft in a report on Thursday, October 30th. Finally, KeyCorp restated an “overweight” rating on shares of Microsoft in a report on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $634.47.

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.