QTR Family Wealth LLC Buys 2,039 Shares of Microsoft Corporation $MSFT

QTR Family Wealth LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 17.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,018 shares of the software giant’s stock after purchasing an additional 2,039 shares during the period. Microsoft accounts for about 4.3% of QTR Family Wealth LLC’s portfolio, making the stock its 2nd largest holding. QTR Family Wealth LLC’s holdings in Microsoft were worth $6,973,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in MSFT. Newton One Investments LLC lifted its holdings in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after acquiring an additional 30 shares during the last quarter. Bulwark Capital Corp acquired a new position in Microsoft in the second quarter valued at approximately $32,000. Westend Capital Management LLC lifted its holdings in Microsoft by 386.7% in the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after acquiring an additional 58 shares during the last quarter. LSV Asset Management acquired a new position in Microsoft during the fourth quarter worth $44,000. Finally, IFS Advisors LLC lifted its stake in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after purchasing an additional 50 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the 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 of the company’s stock, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, 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 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 position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on MSFT. Wall Street Zen upgraded Microsoft from a “hold” rating to a “buy” rating in a research note on Saturday, October 11th. Arete upped their price target on Microsoft from $700.00 to $710.00 and gave the stock a “buy” rating in a research note on Wednesday, October 1st. Jefferies Financial Group upped their price target on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a research note on Thursday, July 31st. Truist Financial upped their price target on Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research note on Monday, August 18th. Finally, UBS Group restated a “buy” rating and set a $650.00 price target (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $618.97.

Microsoft Stock Up 0.4%

Microsoft stock opened at $513.58 on Monday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock’s fifty day simple moving average is $511.82 and its 200-day simple moving average is $477.00. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $3.82 trillion, a P/E ratio of 37.65, a P/E/G ratio of 2.24 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data 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. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the company earned $2.95 earnings per share. The company’s revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is currently 24.34%.

About Microsoft

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.