Summit Financial Wealth Advisors LLC Acquires 1,807 Shares of Microsoft Corporation $MSFT

18 Dec 2025, 07:22 by Renee Jackson · The Cerbat Gem

Summit Financial Wealth Advisors LLC boosted its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 17.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,963 shares of the software giant’s stock after buying an additional 1,807 shares during the quarter. Microsoft comprises 1.0% of Summit Financial Wealth Advisors LLC’s portfolio, making the stock its 27th biggest holding. Summit Financial Wealth Advisors LLC’s holdings in Microsoft were worth $6,217,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in MSFT. AlphaQuest LLC lifted its holdings in Microsoft by 5.9% in the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant’s stock worth $170,000 after purchasing an additional 19 shares during the last quarter. PMV Capital Advisers LLC raised its position in shares of Microsoft by 5.9% in the second quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant’s stock valued at $178,000 after purchasing an additional 20 shares during the period. Seek First Inc. lifted its stake in shares of Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant’s stock worth $675,000 after buying an additional 20 shares during the last quarter. Level Financial Advisors lifted its stake in shares of Microsoft by 0.8% in the second quarter. Level Financial Advisors now owns 2,680 shares of the software giant’s stock worth $1,333,000 after buying an additional 20 shares during the last quarter. Finally, Red Mountain Financial LLC boosted its holdings in shares of Microsoft by 0.7% during the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant’s stock worth $1,373,000 after buying an additional 20 shares during the period. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Trading Down 0.1%

Shares of MSFT opened at $476.12 on Thursday. The stock’s 50-day moving average price is $501.05 and its 200 day moving average price is $502.70. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The firm has a market capitalization of $3.54 trillion, a price-to-earnings ratio of 33.86, a P/E/G ratio of 1.79 and a beta of 1.07. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT – Get Free Report) last announced its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 EPS for the quarter, topping analysts’ consensus estimates of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to the consensus estimate of $75.49 billion. Microsoft had a return on equity of 32.45% and a net margin of 35.71%.The company’s quarterly revenue was up 18.4% on a year-over-year basis. During the same quarter last year, the company earned $3.30 EPS. As a group, research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 12th. Shareholders of record on Thursday, February 19th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft’s payout ratio is currently 25.89%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on MSFT shares. Wells Fargo & Company lifted their target price on shares of Microsoft from $675.00 to $700.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Morgan Stanley raised their price target on Microsoft from $625.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Redburn Partners set a $560.00 price objective on Microsoft in a research note on Wednesday, October 22nd. Jefferies Financial Group reissued a “buy” rating and set a $675.00 price objective on shares of Microsoft in a research report on Wednesday, December 3rd. Finally, Oppenheimer reaffirmed an “outperform” rating on shares of Microsoft in a report on Thursday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Microsoft presently has a consensus rating of “Moderate Buy” and an average target price of $631.03.

Check Out Our Latest Report on Microsoft

Insider Buying and Selling at Microsoft

In other news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total value of $6,266,880.00. Following the completion of the transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Bradford L. Smith sold 38,500 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $518.64, for a total transaction of $19,967,640.00. Following the transaction, the insider directly owned 461,597 shares of the company’s stock, valued at $239,402,668.08. The trade was a 7.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 54,100 shares of company stock valued at $27,598,872 in the last 90 days. 0.03% of the stock is currently owned by company insiders.

Microsoft Company Profile

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