Lee Kelleher Wealth Management Invests $260,000 in Microsoft Corporation $MSFT

Lee Kelleher Wealth Management bought a new position in shares of Microsoft Corporation (NASDAQ:MSFT) in the second quarter, Holdings Channel.com reports. The fund bought 522 shares of the software giant’s stock, valued at approximately $260,000.

Other hedge funds have also recently modified their holdings of the company. Bulwark Capital Corp purchased a new stake in shares of Microsoft in the second quarter valued at about $32,000. Westend Capital Management LLC boosted its stake in Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after buying an additional 58 shares during the period. Ball & Co Wealth Management Inc. purchased a new position in Microsoft during the fourth quarter worth about $31,000. Newton One Investments LLC boosted its stake in Microsoft by 66.7% during the first 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. Finally, LSV Asset Management purchased a new position in Microsoft during the fourth quarter worth about $44,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

NASDAQ:MSFT opened at $515.74 on Friday. Microsoft Corporation has a 1-year low of $344.79 and a 1-year 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’s fifty day moving average price is $512.75 and its 200 day moving average price is $465.70. The firm has a market cap of $3.83 trillion, a price-to-earnings ratio of 37.81, a price-to-earnings-growth ratio of 2.26 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. The company had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts expect that Microsoft Corporation will post 13.08 EPS 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 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 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio is presently 24.34%.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on MSFT. Truist Financial increased their target price on shares of Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a research note on Monday, August 18th. KeyCorp raised shares of Microsoft from a “sector weight” rating to an “overweight” rating and set a $630.00 target price for the company in a research note on Thursday, July 31st. Morgan Stanley increased their target price on shares of Microsoft from $582.00 to $625.00 and gave the stock an “overweight” rating in a research note on Friday, September 26th. BMO Capital Markets increased their target price on shares of Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. Finally, Mizuho increased their target price on shares of Microsoft from $540.00 to $625.00 and gave the stock an “outperform” rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus price target of $617.63.

Insider Activity

In related news, CEO Satya Nadella sold 149,205 shares of the business’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 transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the business’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares of the company’s stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

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.