Larry Mathis Financial Planning LLC Invests $1.43 Million in Microsoft Corporation $MSFT

Larry Mathis Financial Planning LLC acquired a new stake in Microsoft Corporation (NASDAQ:MSFT) during the fourth quarter, Holdings Channel.com reports. The fund acquired 2,953 shares of the software giant’s stock, valued at approximately $1,428,000. Microsoft comprises about 1.3% of Larry Mathis Financial Planning LLC’s holdings, making the stock its 14th biggest holding.

A number of other large investors have also recently modified their holdings of the business. Green Ridge Wealth Planning LLC bought a new stake in shares of Microsoft during the 4th quarter worth $5,017,000. Downshift Financial LLC acquired a new stake in Microsoft in the fourth quarter valued at about $523,000. Advisortrust Partners LLC bought a new position in Microsoft in the fourth quarter valued at about $2,718,000. PeakShares LLC acquired a new position in Microsoft during the fourth quarter worth about $1,349,000. Finally, Audent Global Asset Management LLC raised its stake in Microsoft by 12.9% during the fourth quarter. Audent Global Asset Management LLC now owns 16,716 shares of the software giant’s stock worth $8,084,000 after acquiring an additional 1,908 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Insider Buying and Selling at Microsoft

In related news, EVP Takeshi Numoto sold 4,500 shares of Microsoft stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $402.84, for a total value 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. The trade was a 8.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the sale, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. The trade was a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 23,762 shares of company stock worth $10,508,361. Insiders own 0.03% of the company’s stock.

Microsoft Stock Down 3.2%

NASDAQ:MSFT opened at $367.34 on Tuesday. The firm’s 50 day simple moving average is $412.26 and its 200 day simple moving average is $424.28. The company has a debt-to-equity ratio of 0.08, a current ratio of 1.28 and a quick ratio of 1.27. Microsoft Corporation has a one year low of $356.28 and a one year high of $555.45. The company has a market cap of $2.73 trillion, a PE ratio of 21.87, a P/E/G ratio of 1.37 and a beta of 1.11.

Microsoft (NASDAQ:MSFT) last issued its quarterly earnings results on Wednesday, April 29th. The software giant reported $4.27 EPS for the quarter, topping analysts’ consensus estimates of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The company 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 business earned $3.46 earnings per share. Microsoft’s revenue was up 18.3% compared to the same quarter last year. On average, research analysts anticipate that Microsoft Corporation will post 16.76 earnings per share for the current year.

Microsoft Dividend Announcement

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

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft and Chevron announced a 20-year agreement to build Project Kilby, a 2.67-gigawatt natural-gas-powered facility in West Texas to support Microsoft’s AI and cloud data centers, reinforcing long-term demand for Microsoft’s AI infrastructure. Reuters article on Chevron signs power supply deal with Microsoft for Texas data center
• Positive Sentiment: Microsoft’s CEO Satya Nadella called for broader AI access, lower-cost models, and more emphasis on trust and choice, which supports the case that Microsoft is positioning itself to compete beyond the expensive frontier-model race. Yahoo Finance article on Microsoft CEO Calls for Broader AI Access
• Neutral Sentiment: Microsoft was cited as part of a broader Big Tech pullback tied to AI sector rotation and regulatory overhang, suggesting the stock is being dragged by the group rather than by company-specific operating news. Yahoo Finance article on US Equity Indexes Mixed Amid Steep Decline in Communication Services
• Neutral Sentiment: Multiple investor-rights firms announced or promoted a securities class action against Microsoft related to alleged Copilot-related disclosures, adding headline risk but not yet changing the underlying business outlook. GlobeNewswire article on MSFT Alert
• Negative Sentiment: New class-action headlines around Microsoft’s Copilot issues and alleged investor harm may weigh on sentiment by increasing legal uncertainty and keeping attention on prior stock declines. PR Newswire article on MSFT Stockholder Alert

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on MSFT shares. Dbs Bank reduced their price target on shares of Microsoft from $678.00 to $573.00 in a research note on Thursday, May 7th. Benchmark reiterated a “buy” rating and set a $525.00 price objective (up from $450.00) on shares of Microsoft in a research report on Tuesday, April 28th. Arete Research increased their price objective on shares of Microsoft from $730.00 to $870.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Citizens Jmp assumed coverage on shares of Microsoft in a research note on Monday, June 1st. They set an “outperform” rating and a $550.00 target price on the stock. Finally, Truist Financial lowered their price target on shares of Microsoft from $675.00 to $575.00 and set a “buy” rating for the company in a report on Thursday, April 30th. Forty-one research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $561.20.

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).