IMG Wealth Management Inc. Grows Stock Holdings in Microsoft Corporation $MSFT

IMG Wealth Management Inc. increased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 27.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,537 shares of the software giant’s stock after purchasing an additional 329 shares during the period. Microsoft accounts for approximately 0.6% of IMG Wealth Management Inc.’s portfolio, making the stock its 25th largest position. IMG Wealth Management Inc.’s holdings in Microsoft were worth $765,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of MSFT. Vanguard Group Inc. increased its stake in Microsoft by 1.1% in the first quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant’s stock valued at $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC boosted its holdings in shares of 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 in the last quarter. Northern Trust Corp grew 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 valued at $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of 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 buying an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Microsoft by 9.8% during 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 worth $25,273,704,000 after acquiring an additional 5,370,546 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related 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 sale, the chief executive officer 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total value of $19,967,640.00. Following the completion of the sale, the insider directly owned 461,597 shares in the company, valued at $239,402,668.08. This represents a 7.70% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several research analyst reports. Citigroup upped their price objective on shares of Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. Rothschild Redb cut Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. Jefferies Financial Group reissued a “buy” rating on shares of Microsoft in a report on Monday. Finally, Stifel Nicolaus set a $640.00 target price on shares of Microsoft in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $634.33.

Microsoft Price Performance

Microsoft stock opened at $478.43 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The business has a 50 day simple moving average of $513.64 and a 200-day simple moving average of $498.12. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The stock has a market capitalization of $3.56 trillion, a PE ratio of 34.03, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share 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 net margin of 35.71% and a return on equity of 33.47%. Microsoft’s quarterly revenue was up 18.4% on a year-over-year basis. During the same period last year, the firm posted $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Equities analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders 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 0.8%. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio (DPR) 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.