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

Twelve Points Wealth Management LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,337 shares of the software giant’s stock after acquiring an additional 196 shares during the quarter. Twelve Points Wealth Management LLC’s holdings in Microsoft were worth $2,655,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Bulwark Capital Corp acquired a new position in Microsoft in the 2nd quarter valued at $32,000. Westend Capital Management LLC grew its holdings in 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 buying an additional 58 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new position in Microsoft in the 4th quarter valued at $31,000. Newton One Investments LLC grew its holdings in Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant’s stock valued at $28,000 after buying an additional 30 shares in the last quarter. Finally, LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at $44,000. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Price Performance

Shares of MSFT stock opened at $510.96 on Monday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a market cap of $3.80 trillion, a P/E ratio of 37.46, a P/E/G ratio of 2.22 and a beta of 1.03. The business has a fifty day simple moving average of $513.12 and a 200 day simple moving average of $472.29.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping 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 business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period in the prior year, the company earned $2.95 EPS. 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. On average, sell-side 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. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend 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 is currently 24.34%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on MSFT. DA Davidson upped their price objective on Microsoft from $600.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Westpark Capital reaffirmed a “hold” rating on shares of Microsoft in a report on Thursday, July 31st. Melius Research increased their target price on Microsoft from $595.00 to $625.00 in a report on Thursday, September 25th. BMO Capital Markets increased their target price on Microsoft from $550.00 to $650.00 and gave the stock an “outperform” rating in a report on Thursday, July 31st. Finally, Scotiabank increased their target price on Microsoft from $500.00 to $650.00 and gave the stock a “sector outperform” rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

Insider Buying and Selling at Microsoft

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of the 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 completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 completion of the transaction, the executive vice president owned 39,111 shares of the company’s stock, 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. 0.03% of the stock is owned by corporate insiders.

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.