Microsoft Corporation $MSFT Shares Purchased by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC grew its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 53.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 42,056 shares of the software giant’s stock after buying an additional 14,719 shares during the quarter. Microsoft accounts for about 1.5% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 9th largest holding. WealthPlan Investment Management LLC’s holdings in Microsoft were worth $20,919,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of MSFT. Verisail Partners LLC grew its position in shares of Microsoft by 8.8% in the 2nd quarter. Verisail Partners LLC now owns 2,035 shares of the software giant’s stock worth $1,012,000 after acquiring an additional 165 shares in the last quarter. Davidson Investment Advisors lifted its position in shares of Microsoft by 0.8% in the 2nd quarter. Davidson Investment Advisors now owns 217,232 shares of the software giant’s stock worth $108,054,000 after buying an additional 1,716 shares during the last quarter. Uptick Partners LLC boosted its holdings in shares of Microsoft by 24.1% in the 2nd quarter. Uptick Partners LLC now owns 13,727 shares of the software giant’s stock valued at $6,828,000 after buying an additional 2,670 shares during the period. Rheos Capital Works Inc. grew its position in shares of Microsoft by 11.7% during the 2nd quarter. Rheos Capital Works Inc. now owns 114,300 shares of the software giant’s stock valued at $56,854,000 after buying an additional 12,000 shares during the last quarter. Finally, Keeler & Nadler Financial Planning & Wealth Management lifted its holdings in Microsoft by 9.7% in the second quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 2,485 shares of the software giant’s stock worth $1,236,000 after acquiring an additional 219 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a research report on Thursday, July 31st. DZ Bank reissued a “buy” rating on shares of Microsoft in a report on Thursday, October 30th. Bank of America boosted their target price on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research note on Thursday, July 31st. Evercore ISI set a $640.00 price objective on Microsoft in a research report on Thursday, October 30th. Finally, Wedbush reaffirmed an “outperform” rating and set a $625.00 target price on shares of Microsoft in a research note on Wednesday, October 22nd. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of “Buy” and a consensus price target of $633.59.

Insider Activity at Microsoft

In other news, insider Bradford L. Smith sold 38,500 shares of Microsoft stock in a transaction 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 transaction, the insider owned 461,597 shares in the company, valued at approximately $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.03% of the stock is currently owned by corporate insiders.

Microsoft Stock Down 1.5%

MSFT stock opened at $503.29 on Friday. The firm has a market cap of $3.74 trillion, a PE ratio of 35.80, a P/E/G ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. 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 firm has a 50 day simple moving average of $513.96 and a 200 day simple moving average of $495.09.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating 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 company’s quarterly revenue was up 18.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.30 EPS. Microsoft has set its Q2 2026 guidance at EPS. Equities research analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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