Werba Rubin Papier Wealth Management Buys 1,274 Shares of Microsoft Corporation $MSFT

Werba Rubin Papier Wealth Management boosted its position in Microsoft Corporation (NASDAQ:MSFT) by 13.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,466 shares of the software giant’s stock after buying an additional 1,274 shares during the quarter. Microsoft makes up about 1.0% of Werba Rubin Papier Wealth Management’s holdings, making the stock its 19th biggest position. Werba Rubin Papier Wealth Management’s holdings in Microsoft were worth $5,206,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in MSFT. Kingstone Capital Partners Texas LLC lifted its stake in shares of Microsoft by 564,387.1% in the second quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after buying an additional 90,533,328 shares during the period. Nuveen LLC acquired a new position in Microsoft in the 1st quarter valued at approximately $18,733,827,000. Northern Trust Corp lifted its position in shares of Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the period. Vanguard Group Inc. grew its holdings in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its position in shares of Microsoft by 14.1% during the first quarter. Goldman Sachs Group Inc. now owns 49,338,953 shares of the software giant’s stock valued at $18,521,349,000 after purchasing an additional 6,101,005 shares during the period. 71.13% of the stock is owned by institutional investors.

Insider Activity at Microsoft

In other news, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $518.64, for a total value of $19,967,640.00. Following the transaction, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This represents a 7.70% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 value of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Microsoft Price Performance

Shares of MSFT stock opened at $503.29 on Friday. The firm has a market capitalization of $3.74 trillion, a price-to-earnings ratio of 35.80, a PEG ratio of 2.36 and a beta of 1.02. 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’s 50 day moving average is $513.96 and its 200-day moving average is $495.09. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 33.47% and a net margin of 35.71%.The firm’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.30 earnings per share. Microsoft has set its Q2 2026 guidance at EPS. Sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change 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%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on MSFT shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Microsoft in a research note on Wednesday, October 8th. Daiwa Capital Markets decreased their target price on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, November 7th. Scotiabank upped their target price on shares of Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research note on Thursday, July 31st. Truist Financial raised their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research note on Monday, August 18th. Finally, Cowen reaffirmed a “buy” rating on shares of Microsoft in a report on Friday, October 24th. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $633.59.

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.