SK Wealth Management LLC Has $2.45 Million Position in Microsoft Corporation $MSFT

SK Wealth Management LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,868 shares of the software giant’s stock after buying an additional 140 shares during the quarter. Microsoft makes up approximately 1.1% of SK Wealth Management LLC’s investment portfolio, making the stock its 20th largest position. SK Wealth Management LLC’s holdings in Microsoft were worth $2,451,000 at the end of the most recent quarter.

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

Insider Transactions at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft 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 transaction, the chief executive officer owned 790,852 shares of the company’s stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is owned by company insiders.

Microsoft Stock Down 0.6%

Shares of NASDAQ:MSFT opened at $507.03 on Friday. 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. The business’s 50 day simple moving average is $512.01 and its two-hundred day simple moving average is $461.15. The firm has a market cap of $3.77 trillion, a P/E ratio of 37.17, a PEG ratio of 2.22 and a beta of 1.04.

Microsoft (NASDAQ:MSFT) last issued its earnings results 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. 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 in the prior year, the firm earned $2.95 earnings per share. Microsoft’s revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Wall Street Analyst Weigh In

MSFT has been the topic of several recent analyst reports. DA Davidson boosted their target price on shares of Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Bank of America lifted their price objective on Microsoft from $585.00 to $640.00 and gave the stock a “buy” rating in a research report on Thursday, July 31st. Piper Sandler upped their target price on Microsoft from $600.00 to $650.00 and gave the company an “overweight” rating in a research 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. Finally, Royal Bank Of Canada boosted their price target on Microsoft from $525.00 to $640.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Microsoft presently has a consensus rating of “Moderate Buy” and a consensus target price of $612.54.

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.