Microsoft Corporation $MSFT Shares Purchased by Phillips Financial Management LLC

Phillips Financial Management LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 15.2% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,462 shares of the software giant’s stock after purchasing an additional 852 shares during the period. Phillips Financial Management LLC’s holdings in Microsoft were worth $3,215,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of the company. PMV Capital Advisers LLC grew its holdings in shares of Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after purchasing an additional 20 shares in the last quarter. Seek First Inc. lifted its holdings in Microsoft by 1.5% during the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares in the last quarter. Level Financial Advisors boosted its position in Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock valued at $1,333,000 after buying an additional 20 shares during the period. Red Mountain Financial LLC grew its stake in shares of Microsoft by 0.7% in the second quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after acquiring an additional 20 shares in the last quarter. Finally, Onyx Financial Advisors LLC increased its position in shares of Microsoft by 0.3% during the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant’s stock worth $3,536,000 after acquiring an additional 20 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, 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 value 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 approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction that occurred 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. This trade represents a 7.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on MSFT shares. Barclays reiterated an “overweight” rating and issued a $625.00 target price on shares of Microsoft in a report on Friday, August 29th. Redburn Partners set a $560.00 price objective on Microsoft in a research note on Wednesday, October 22nd. Robert W. Baird began coverage on shares of Microsoft in a research note on Friday, November 14th. They set an “outperform” rating and a $600.00 target price on the stock. Daiwa Capital Markets reduced their target price on shares of Microsoft from $640.00 to $630.00 and set a “buy” rating on the stock in a report on Friday, November 7th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a report on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $634.33.

Microsoft Stock Down 1.8%

MSFT stock opened at $478.43 on Friday. The stock has a market cap of $3.56 trillion, a P/E ratio of 34.03, 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. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company’s 50 day moving average is $513.64 and its two-hundred day moving average is $498.12.

Microsoft (NASDAQ:MSFT) last posted its earnings results on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating analysts’ consensus estimates of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The firm 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. The company’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Research analysts expect 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. Investors of record on Thursday, November 20th will be given a $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.8%. Microsoft’s payout ratio is currently 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.