Mosaic Family Wealth Partners LLC Raises Stake in Microsoft Corporation $MSFT

Mosaic Family Wealth Partners LLC raised its stake in shares of Microsoft Corporation (NASDAQ:MSFT) by 41.6% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,430 shares of the software giant’s stock after buying an additional 4,237 shares during the quarter. Microsoft comprises 0.5% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 26th largest holding. Mosaic Family Wealth Partners LLC’s holdings in Microsoft were worth $5,341,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of MSFT. Taylor Securities Services Inc. acquired a new position in shares of Microsoft during the fourth quarter valued at about $2,616,000. Werba Rubin Papier Wealth Management grew its position in Microsoft by 15.7% during the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after buying an additional 1,698 shares in the last quarter. SG Americas Securities LLC grew its position in Microsoft by 2,332.1% during the fourth quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock worth $3,262,509,000 after buying an additional 6,468,645 shares in the last quarter. World Investment Advisors increased its stake in Microsoft by 22.1% during the fourth quarter. World Investment Advisors now owns 272,424 shares of the software giant’s stock valued at $131,750,000 after acquiring an additional 49,371 shares during the period. Finally, Overbrook Management Corp increased its stake in Microsoft by 2.8% during the fourth quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock valued at $42,334,000 after acquiring an additional 2,384 shares during the period. 71.13% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Judson Althoff sold 15,500 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at $50,928,792.23. This trade represents a 12.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $402.84, for a total transaction of $1,812,780.00. Following the transaction, the executive vice president directly owned 47,468 shares of the company’s stock, valued at $19,122,009.12. This represents a 8.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Corporate insiders own 0.03% of the company’s stock.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft expanded its partnership with Databricks through the 2030s, deepening integrations across Azure, Microsoft 365, Teams and Copilot and reinforcing its cloud and AI ecosystem. Microsoft (MSFT) Expands Partnership with AI Firm Databricks
• Positive Sentiment: Microsoft also deepened ties with AI startup Mistral, adding another strategic AI partner and broadening its footprint in regulated industries and Europe. Microsoft and Mistral expand strategic partnership
• Positive Sentiment: Microsoft committed $60 million and Azure compute credits to the U.S. Department of Energy’s “Genesis Mission,” highlighting ongoing investment in AI-for-science initiatives and government relationships. Microsoft commits $60M to ‘Genesis Mission’
• Positive Sentiment: Analyst commentary remained constructive, with Truist reiterating a buy rating and a $575 price target, suggesting substantial upside if earnings and AI demand remain solid. Analyst note on Microsoft

Microsoft Trading Down 2.2%

MSFT stock opened at $381.58 on Friday. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.83 trillion, a P/E ratio of 22.71, a P/E/G ratio of 1.20 and a beta of 1.13. Microsoft Corporation has a 1-year low of $349.20 and a 1-year high of $555.45. The business’s 50 day moving average is $399.01 and its 200-day moving average is $408.26.

Microsoft (NASDAQ:MSFT) last announced its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, beating the consensus estimate of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The business had revenue of $82.89 billion for the quarter, compared to analyst estimates of $81.44 billion. During the same quarter in the previous year, the firm earned $3.46 EPS. Microsoft’s quarterly revenue was up 18.3% on a year-over-year basis. Equities analysts anticipate that Microsoft Corporation will post 16.7 earnings per share for the current fiscal year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be issued a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a dividend yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is presently 21.67%.

Analysts Set New Price Targets

MSFT has been the subject of a number of research reports. Wolfe Research reduced their price objective on Microsoft from $570.00 to $525.00 and set an “outperform” rating for the company in a research report on Monday, July 6th. Weiss Ratings restated a “hold (c)” rating on shares of Microsoft in a research report on Monday, July 6th. Arete Research raised their target price on Microsoft from $730.00 to $870.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. BNP Paribas Exane decreased their price target on shares of Microsoft from $556.00 to $555.00 and set an “outperform” rating on the stock in a research note on Friday, May 1st. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Forty-two equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $555.40.

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).