Turtle Creek Wealth Advisors LLC Buys 4,320 Shares of Microsoft Corporation $MSFT

Turtle Creek Wealth Advisors LLC increased its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 7.5% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 61,994 shares of the software giant’s stock after purchasing an additional 4,320 shares during the period. Microsoft accounts for approximately 3.6% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest position. Turtle Creek Wealth Advisors LLC’s holdings in Microsoft were worth $30,836,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. raised its position in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its position in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. boosted its position in shares of Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after purchasing an additional 96 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the company’s stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s 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 completion of the sale, the insider owned 461,597 shares of the company’s stock, valued at $239,402,668.08. This trade represents a 7.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on MSFT shares. Jefferies Financial Group restated a “buy” rating on shares of Microsoft in a report on Friday, October 24th. Wells Fargo & Company upped their price objective on Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Wedbush reiterated an “outperform” rating and issued a $625.00 price objective on shares of Microsoft in a research note on Wednesday, October 22nd. Arete Research upped their price target on Microsoft from $710.00 to $730.00 in a report on Monday, October 27th. Finally, Arete increased their price target on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. 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.com, the stock presently has an average rating of “Buy” and an average target price of $633.59.

Microsoft Stock Down 1.5%

MSFT opened at $503.29 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. The business’s 50-day simple moving average is $513.96 and its 200-day simple moving average is $495.09. The stock has a market capitalization of $3.74 trillion, a P/E ratio of 35.80, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The company had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period last year, the firm posted $3.30 EPS. Microsoft’s revenue for the quarter was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Analysts anticipate that Microsoft Corporation will post 13.08 EPS 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 issued a dividend of $0.91 per share. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is 25.89%.

Microsoft Company 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.