Harbor Asset Planning Inc. Acquires New Shares in Microsoft Corporation $MSFT

Harbor Asset Planning Inc. bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 1,919 shares of the software giant’s stock, valued at approximately $954,000.

Other hedge funds have also recently modified their holdings of the company. WFA Asset Management Corp grew its stake in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% in the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after purchasing an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after purchasing an additional 2,138 shares during the last quarter. Wealth Group Ltd. raised its stake in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock valued at $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC raised its stake in Microsoft by 0.4% during the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after buying an additional 96 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $503.29 on Friday. The company has a market capitalization of $3.74 trillion, a P/E ratio of 35.80, a P/E/G ratio of 2.36 and a beta of 1.02. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm’s 50 day simple moving average is $513.96 and its two-hundred day simple moving average is $495.09. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, beating the consensus estimate of $3.65 by $0.48. Microsoft had a net margin of 35.71% and a return on equity of 33.47%. The firm had revenue of $77.67 billion for the quarter, compared to the consensus estimate of $75.49 billion. During the same period last year, the firm earned $3.30 EPS. The company’s revenue was up 18.4% on a year-over-year basis. Microsoft has set its Q2 2026 guidance at EPS. Research analysts expect 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. Stockholders of record on Thursday, November 20th will be given a $0.91 dividend. The ex-dividend date is Thursday, November 20th. This is a positive change from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 25.89%.

Insider Transactions at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business’s 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 transaction, the chief executive officer directly 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Bradford L. Smith sold 38,500 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the sale, the insider directly owned 461,597 shares of the company’s stock, valued at approximately $239,402,668.08. This trade represents a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of several research analyst reports. Truist Financial lifted their price objective on Microsoft from $650.00 to $675.00 and gave the stock a “buy” rating in a report on Monday, August 18th. Piper Sandler reaffirmed an “overweight” rating and set a $650.00 price target on shares of Microsoft in a research report on Thursday, October 30th. Citigroup raised their price objective on shares of Microsoft from $682.00 to $690.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Scotiabank boosted their target price on shares of Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Finally, BMO Capital Markets decreased their price target on shares of Microsoft from $650.00 to $625.00 and set an “outperform” rating on the stock in a research report on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $634.47.

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.