Twelve Points Wealth Management LLC Has $2.66 Million Stock Position in Microsoft Corporation $MSFT

Twelve Points Wealth Management LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,337 shares of the software giant’s stock after buying an additional 196 shares during the quarter. Twelve Points Wealth Management LLC’s holdings in Microsoft were worth $2,655,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of MSFT. Newton One Investments LLC grew its position in shares of Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock worth $28,000 after buying an additional 30 shares during the period. Ball & Co Wealth Management Inc. acquired a new position in shares of Microsoft during the 4th quarter worth about $31,000. Bulwark Capital Corp acquired a new position in shares of Microsoft in the 2nd quarter valued at approximately $32,000. Westend Capital Management LLC grew its position in shares of Microsoft by 386.7% in the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock valued at $36,000 after purchasing an additional 58 shares during the period. Finally, LSV Asset Management acquired a new position in shares of Microsoft in the 4th quarter valued at approximately $44,000. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Microsoft Trading Down 2.2%

NASDAQ MSFT opened at $510.96 on Monday. The stock has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.46, a PEG ratio of 2.22 and a beta of 1.03. The stock’s 50 day moving average price is $513.12 and its two-hundred day moving average price is $472.29. 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 52 week low of $344.79 and a 52 week high of $555.45.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion for the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter in the prior year, the business posted $2.95 EPS. The business’s revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed 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. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s dividend payout ratio (DPR) is currently 24.34%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Citigroup boosted their price objective on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research report on Tuesday, July 22nd. Sanford C. Bernstein boosted their price objective on Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Mizuho boosted their price objective on Microsoft from $540.00 to $625.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Royal Bank Of Canada reiterated a “buy” rating and issued a $640.00 price objective on shares of Microsoft in a research report on Friday, October 3rd. Finally, Arete boosted their price objective on Microsoft from $700.00 to $710.00 and gave the company a “buy” rating in a research report on Wednesday, October 1st. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus target price of $618.47.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of the company’s 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 sale, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the company’s 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 owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company’s stock.

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.