Mosaic Family Wealth Partners LLC Acquires 4,237 Shares of Microsoft Corporation $MSFT

Mosaic Family Wealth Partners LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT) by 41.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 14,430 shares of the software giant’s stock after buying an additional 4,237 shares during the quarter. Microsoft makes up 0.5% of Mosaic Family Wealth Partners LLC’s portfolio, making the stock its 26th largest position. Mosaic Family Wealth Partners LLC’s holdings in Microsoft were worth $5,341,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Taylor Securities Services Inc. acquired a new stake in Microsoft in the fourth quarter valued at $2,616,000. Werba Rubin Papier Wealth Management boosted its position in shares of Microsoft by 15.7% during the 4th quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant’s stock worth $6,041,000 after acquiring an additional 1,698 shares in the last quarter. SG Americas Securities LLC increased its holdings in shares of Microsoft by 2,332.1% in the 4th quarter. SG Americas Securities LLC now owns 6,746,017 shares of the software giant’s stock valued at $3,262,509,000 after acquiring an additional 6,468,645 shares during the last quarter. World Investment Advisors increased its holdings in shares of Microsoft by 22.1% in the 4th 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 last quarter. Finally, Overbrook Management Corp raised its position in shares of Microsoft by 2.8% during the 4th quarter. Overbrook Management Corp now owns 87,535 shares of the software giant’s stock worth $42,334,000 after acquiring an additional 2,384 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Microsoft Stock Performance

Shares of MSFT stock opened at $381.58 on Friday. The stock’s 50-day moving average price is $399.01 and its 200 day moving average price is $408.26. The company has a quick ratio of 1.27, a current ratio of 1.28 and a debt-to-equity ratio of 0.08. The stock has a market capitalization of $2.83 trillion, a PE ratio of 22.71, a price-to-earnings-growth ratio of 1.20 and a beta of 1.13. Microsoft Corporation has a 52-week low of $349.20 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT) last posted its quarterly earnings data on Wednesday, April 29th. The software giant reported $4.27 earnings per share for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a return on equity of 31.94% and a net margin of 39.34%.The company had revenue of $82.89 billion during the quarter, compared to analysts’ expectations of $81.44 billion. During the same period last year, the firm earned $3.46 EPS. The firm’s revenue for the quarter was up 18.3% on a year-over-year basis. As a group, equities research analysts forecast that Microsoft Corporation will post 16.7 EPS for the current year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors 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 annualized dividend and a dividend yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

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

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 15,500 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $460.99, for a total value of $7,145,345.00. Following the completion of the sale, the chief executive officer owned 110,477 shares in the company, valued at approximately $50,928,792.23. This trade represents a 12.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total transaction of $519,111.08. Following the transaction, the executive vice president owned 46,003 shares in the company, valued at approximately $18,922,874.02. This trade represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 23,762 shares of company stock worth $10,508,361 in the last three months. Insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

MSFT has been the subject of a number of research analyst reports. Oppenheimer reaffirmed an “outperform” rating and issued a $515.00 price target on shares of Microsoft in a report on Wednesday. Mizuho lowered their target price on shares of Microsoft from $515.00 to $490.00 and set an “outperform” rating for the company in a report on Wednesday, July 15th. Wells Fargo & Company dropped their target price on shares of Microsoft from $650.00 to $625.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 15th. Scotiabank raised shares of Microsoft from an “outperform” rating to an “outperform” rating in a research report on Monday, July 6th. Finally, UBS Group restated a “buy” rating on shares of Microsoft in a research note on Friday, April 24th. Forty-two investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $555.40.

Microsoft Company 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).