Microsoft Corporation $MSFT Stock Position Increased by Iams Wealth Management LLC

Iams Wealth Management LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 22.4% during the second quarter, HoldingsChannel.com reports. The firm owned 15,124 shares of the software giant’s stock after acquiring an additional 2,767 shares during the quarter. Microsoft makes up about 3.5% of Iams Wealth Management LLC’s holdings, making the stock its 3rd biggest holding. Iams Wealth Management LLC’s holdings in Microsoft were worth $7,523,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of MSFT. Bulwark Capital Corp bought a new position in shares of Microsoft during the 2nd quarter worth $32,000. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft during the 4th quarter worth $31,000. 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 in the last quarter. LSV Asset Management bought a new position in shares of Microsoft during the 4th quarter worth $44,000. Finally, IFS Advisors LLC grew its position in shares of Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant’s stock worth $57,000 after buying an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Down 0.8%

Shares of MSFT opened at $515.74 on Friday. 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 12 month low of $344.79 and a 12 month high of $555.45. The stock’s 50 day moving average is $512.75 and its two-hundred day moving average is $465.70. The firm has a market cap of $3.83 trillion, a P/E ratio of 37.81, a PEG ratio of 2.26 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate 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 analyst estimates of $73.79 billion. During the same period last year, the company earned $2.95 earnings per share. Microsoft’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal 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 $0.91 dividend. This is a boost from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft’s dividend payout ratio is presently 24.34%.

Analyst Ratings Changes

A number of research firms have recently issued reports on MSFT. Scotiabank increased their price target on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a research report on Thursday, July 31st. Oppenheimer raised their price target on Microsoft from $600.00 to $630.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Citigroup lifted their target price on Microsoft from $605.00 to $613.00 and gave the stock a “buy” rating in a report on Tuesday, July 22nd. TD Cowen lifted their target price on Microsoft from $580.00 to $640.00 and gave the stock a “buy” rating in a report on Thursday, July 31st. Finally, Wall Street Zen cut Microsoft from a “buy” rating to a “hold” rating in a research report on Saturday, September 20th. One investment analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $617.63.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft 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 sale, the chief executive officer directly owned 790,852 shares of the company’s stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 completion of the sale, the executive vice president directly owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. 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.