StrongBox Wealth LLC Has $10.27 Million Stock Holdings in Microsoft Corporation $MSFT

StrongBox Wealth LLC boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 0.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 20,650 shares of the software giant’s stock after buying an additional 67 shares during the period. Microsoft makes up about 3.9% of StrongBox Wealth LLC’s portfolio, making the stock its 4th biggest holding. StrongBox Wealth LLC’s holdings in Microsoft were worth $10,272,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Fosun International Ltd lifted its stake in shares of Microsoft by 0.3% in the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant’s stock valued at $2,490,000 after purchasing an additional 23 shares during the last quarter. Birchbrook Inc. lifted its stake in shares of Microsoft by 0.4% in the 1st quarter. Birchbrook Inc. now owns 6,326 shares of the software giant’s stock valued at $2,375,000 after purchasing an additional 23 shares during the last quarter. Gagnon Securities LLC raised its holdings in shares of Microsoft by 3.5% in the first quarter. Gagnon Securities LLC now owns 704 shares of the software giant’s stock worth $264,000 after buying an additional 24 shares during the period. Alliance Wealth Management Group raised its holdings in shares of Microsoft by 0.4% in the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant’s stock worth $2,368,000 after buying an additional 25 shares during the period. Finally, Guidance Point Advisors LLC raised its holdings in shares of Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant’s stock worth $1,811,000 after buying an additional 25 shares during the period. 71.13% of the stock is owned by institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated 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 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 position. The disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

Microsoft Stock Down 1.0%

Microsoft stock opened at $509.23 on Wednesday. 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 stock has a market capitalization of $3.79 trillion, a price-to-earnings ratio of 37.33, a PEG ratio of 2.24 and a beta of 1.04. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The business has a fifty day moving average price of $512.01 and a 200-day moving average price of $459.93.

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

Microsoft Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is an increase from Microsoft’s previous quarterly dividend of $0.83. Microsoft’s payout ratio is presently 24.34%.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Scotiabank increased their price target on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a report on Thursday, July 31st. Westpark Capital reiterated a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. BMO Capital Markets increased their price target on Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Sanford C. Bernstein increased their price target on Microsoft from $540.00 to $637.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Jefferies Financial Group increased their price target on Microsoft from $600.00 to $675.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $612.54.

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.