Advisors Management Group Inc. ADV Has $8.96 Million Stock Position in Microsoft Corporation $MSFT

Advisors Management Group Inc. ADV cut its holdings in Microsoft Corporation (NASDAQ:MSFT) by 0.6% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,019 shares of the software giant’s stock after selling 113 shares during the quarter. Microsoft accounts for 1.7% of Advisors Management Group Inc. ADV’s investment portfolio, making the stock its 14th largest holding. Advisors Management Group Inc. ADV’s holdings in Microsoft were worth $8,963,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Microsoft by 1.1% during the first 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 during the period. Kingstone Capital Partners Texas LLC raised its position in Microsoft by 564,387.1% in the 2nd 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 last quarter. Northern Trust Corp grew its stake in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant’s stock valued at $35,316,535,000 after purchasing an additional 11,600,470 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Microsoft by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant’s stock valued at $23,374,718,000 after purchasing an additional 2,306,485 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in Microsoft by 9.8% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant’s stock valued at $25,273,704,000 after purchasing an additional 5,370,546 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on MSFT shares. Scotiabank increased their price target on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research note on Thursday, July 31st. Morgan Stanley reaffirmed an “overweight” rating on shares of Microsoft in a report on Thursday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Microsoft in a report on Wednesday, October 8th. Raymond James Financial raised their price objective on Microsoft from $490.00 to $570.00 and gave the company an “outperform” rating in a report on Monday, July 28th. Finally, Stifel Nicolaus raised their price objective on Microsoft from $500.00 to $550.00 and gave the company a “buy” rating in a report on Monday, July 28th. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $618.47.

Insider Activity at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred 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 directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred 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 sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Price Performance

MSFT opened at $510.96 on Monday. The stock’s 50 day simple moving average is $513.12 and its 200 day simple moving average is $472.29. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The firm 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 posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping 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 business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the company earned $2.95 EPS. Microsoft’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. As a group, analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The business also recently declared 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 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 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.