1,039 Shares in Microsoft Corporation $MSFT Acquired by Mallini Complete Financial Planning LLC

Mallini Complete Financial Planning LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT) in the 3rd quarter, Holdings Channel reports. The fund purchased 1,039 shares of the software giant’s stock, valued at approximately $533,000. Microsoft comprises approximately 0.4% of Mallini Complete Financial Planning LLC’s portfolio, making the stock its 26th largest position.

Other large investors have also recently modified their holdings of the company. Hedeker Wealth LLC increased its holdings in Microsoft by 6.9% during the second quarter. Hedeker Wealth LLC now owns 55,236 shares of the software giant’s stock valued at $20,604,000 after buying an additional 3,546 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Microsoft by 4.0% during the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 229,490 shares of the software giant’s stock worth $85,604,000 after buying an additional 8,773 shares during the period. D.B. Root & Company LLC purchased a new stake in Microsoft during the second quarter worth $3,652,000. Dearborn Partners LLC bought a new stake in Microsoft during the 2nd quarter valued at $75,641,000. Finally, GTS Securities LLC boosted its position in Microsoft by 44.6% during the 2nd quarter. GTS Securities LLC now owns 271,597 shares of the software giant’s stock valued at $101,311,000 after acquiring an additional 83,734 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of Microsoft stock opened at $530.61 on Friday. The firm has a market capitalization of $3.94 trillion, a P/E ratio of 27.69, a PEG ratio of 1.56 and a beta of 1.05. The company has a quick ratio of 1.21, a current ratio of 1.22 and a debt-to-equity ratio of 0.07. The company has a 50 day moving average price of $516.65 and a 200 day moving average price of $440.18. Microsoft Corporation has a 52 week low of $349.20 and a 52 week high of $559.15.

Microsoft (NASDAQ:MSFT) last released its earnings results on Wednesday, October 28th. The software giant reported $4.89 EPS for the quarter, topping analysts’ consensus estimates of $4.72 by $0.17. The company had revenue of $92.28 billion during the quarter, compared to analysts’ expectations of $90.62 billion. Microsoft had a net margin of 41.17% and a return on equity of 31.28%. Microsoft’s revenue for the quarter was up 18.8% on a year-over-year basis. During the same period last year, the business earned $4.13 EPS. Sell-side analysts expect that Microsoft Corporation will post 19.92 EPS for the current year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Thursday, November 19th will be issued a $0.98 dividend. This is an increase from Microsoft’s previous quarterly dividend of $0.91. This represents a $3.92 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 19th. Microsoft’s dividend payout ratio is 19.00%.

Key Headlines Impacting Microsoft

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft’s free-cash-flow position may offer some reassurance: an analysis notes that several other major AI hyperscalers are generating negative free cash flow, while Microsoft is generating positive cash flow. Is Microsoft Getting Enough Credit for Better Free Cash Flow Compared to its Peers?
• Neutral Sentiment: Reports say Microsoft plans to reduce the number of neocloud partners it uses, wind down rented AI capacity from Oracle, and declined a Texas data-center expansion with Nscale. This could help control costs and give Microsoft tighter oversight as it builds its own infrastructure, but the implications for capacity growth remain uncertain. Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain
• Negative Sentiment: Investors may read the canceled or reduced AI-computing commitments as a sign that Microsoft is reassessing demand, project timing, or returns on its data-center spending. The shift comes as reports highlight construction delays and the rising cost of meeting a growing AI backlog, intensifying scrutiny of whether heavy investment will pay off. Microsoft is winding down Oracle deal to rent AI cloud capacity, Bloomberg News reports
• Negative Sentiment: Broader unease around AI spending and tech-market volatility may also weigh on MSFT, as investors question the scale of data-center investment relative to future cash returns. Microsoft and Oracle’s AI ambitions are suddenly a lot more expensive

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. CLSA reiterated an “outperform” rating on shares of Microsoft in a report on Thursday, July 30th. Truist Financial restated a “buy” rating and set a $630.00 price objective (up from $600.00) on shares of Microsoft in a research note on Thursday, October 29th. Yorkville Ives assumed coverage on Microsoft in a research report on Monday, October 5th. They set an “outperform” rating and a $615.00 price objective on the stock. Citizens Jmp lifted their target price on Microsoft from $550.00 to $625.00 and gave the company a “market outperform” rating in a research note on Thursday, October 29th. Finally, Tigress Financial lifted their target price on Microsoft from $680.00 to $690.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $609.54.

Insiders Place Their Bets

In other news, EVP Amy Hood sold 41,674 shares of the business’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $498.27, for a total transaction of $20,764,903.98. Following the sale, the executive vice president directly owned 533,624 shares of the company’s stock, valued at $265,888,830.48. The trade was a 7.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satya Nadella sold 86,525 shares of the company’s stock in a transaction on Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the transaction, the chief executive officer directly owned 486,763 shares in the company, valued at approximately $244,092,173.98. The trade was a 15.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 135,504 shares of company stock valued at $68,138,024. Corporate insiders own 0.03% of the company’s stock.

Microsoft Profile

Microsoft Corporation is a global technology company that develops software, cloud services, devices, and digital solutions for consumers, businesses, and public-sector organizations. Founded in 1975 by Bill Gates and Paul Allen, the company is headquartered in Redmond, Washington.

Its products and services include the Windows operating system, Microsoft 365 productivity applications, Azure cloud computing, LinkedIn, GitHub, Surface devices, and Xbox gaming products and services. Microsoft also provides business software, cybersecurity tools, and artificial intelligence technologies.

Microsoft serves customers around the world through its products, online platforms, and network of business partners.