GoalFusion Wealth Management LLC Lowers Stake in Microsoft Corporation $MSFT

GoalFusion Wealth Management LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT) by 3.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,634 shares of the software giant’s stock after selling 52 shares during the period. Microsoft makes up 0.4% of GoalFusion Wealth Management LLC’s investment portfolio, making the stock its 15th largest holding. GoalFusion Wealth Management LLC’s holdings in Microsoft were worth $813,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Newton One Investments LLC grew its position in 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 purchasing an additional 30 shares during the last quarter. Ball & Co Wealth Management Inc. purchased a new position in Microsoft during the 4th quarter worth $31,000. Bulwark Capital Corp purchased a new position in Microsoft during the 2nd quarter worth $32,000. Westend Capital Management LLC grew its position in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant’s stock worth $36,000 after purchasing an additional 58 shares during the last quarter. Finally, LSV Asset Management purchased a new position in Microsoft during the 4th quarter worth $44,000. 71.13% of the stock is owned by hedge funds and other institutional investors.

Microsoft Stock Down 2.2%

Shares of NASDAQ MSFT 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 52 week low of $344.79 and a 52 week high of $555.45. The firm has a 50-day moving average price of $513.12 and a 200 day moving average price of $472.29. The stock has a market capitalization of $3.80 trillion, a price-to-earnings ratio of 37.46, a price-to-earnings-growth ratio of 2.22 and a beta of 1.03.

Microsoft (NASDAQ:MSFT) last announced 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 net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analysts’ expectations of $73.79 billion. During the same quarter last year, the business earned $2.95 earnings per share. The business’s revenue for the quarter was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced 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 is Thursday, November 20th. This is an increase from Microsoft’s previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. Microsoft’s dividend payout ratio (DPR) is presently 24.34%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. TD Cowen lifted their target price on shares of Microsoft from $580.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. BMO Capital Markets lifted their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Sanford C. Bernstein lifted their target price on shares of Microsoft from $540.00 to $637.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. Bank of America lifted their target price on shares of Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a report on Thursday, July 31st. Finally, UBS Group reaffirmed a “buy” rating and issued a $650.00 target price (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $618.47.

Insider Transactions at Microsoft

In other Microsoft news, 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 transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer owned 790,852 shares in the company, valued at approximately $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 accessible through this link. Also, 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 transaction, 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 disclosure for this sale can be found here. Insiders own 0.03% of the company’s stock.

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.