Omnia Family Wealth LLC Has $7.67 Million Stock Holdings in Microsoft Corporation $MSFT

Omnia Family Wealth LLC boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 7.4% during the 2nd quarter, HoldingsChannel reports. The firm owned 15,422 shares of the software giant’s stock after buying an additional 1,067 shares during the quarter. Microsoft makes up about 2.8% of Omnia Family Wealth LLC’s investment portfolio, making the stock its 9th largest position. Omnia Family Wealth LLC’s holdings in Microsoft were worth $7,671,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. PMV Capital Advisers LLC increased its position in Microsoft by 5.9% in the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after acquiring an additional 20 shares during the period. Seek First Inc. grew its stake in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after purchasing an additional 20 shares in the last quarter. Level Financial Advisors increased its holdings in shares of Microsoft by 0.8% during the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after purchasing an additional 20 shares during the period. Red Mountain Financial LLC raised its stake in shares of Microsoft by 0.7% during the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock valued at $1,373,000 after purchasing an additional 20 shares in the last quarter. Finally, Onyx Financial Advisors LLC lifted its holdings in Microsoft by 0.3% in the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after purchasing an additional 20 shares during the period. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on the stock. TD Cowen raised their target price on shares of Microsoft from $640.00 to $655.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Stifel Nicolaus set a $640.00 price objective on shares of Microsoft in a research note on Thursday, October 30th. Guggenheim upgraded Microsoft from a “neutral” rating to a “buy” rating and set a $586.00 target price for the company in a research report on Monday, October 27th. UBS Group reiterated a “buy” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Finally, Oppenheimer reissued an “outperform” rating on shares of Microsoft in a research note on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Microsoft has an average rating of “Buy” and an average target price of $634.47.

Insider Transactions at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction dated 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction that occurred on Monday, November 3rd. The stock was 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 directly owned 461,597 shares in the company, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $503.29 on Friday. The company has a market capitalization of $3.74 trillion, a PE ratio of 35.80, a price-to-earnings-growth 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. The stock has a fifty day moving average of $513.96 and a 200-day moving average of $495.09. Microsoft Corporation has a one year low of $344.79 and a one year 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 (EPS) for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $75.49 billion. During the same period in the previous year, the firm posted $3.30 EPS. The company’s quarterly revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. As a group, equities analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

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.