Microsoft Corporation $MSFT is Purus Wealth Management LLC’s 9th Largest Position

08 Dec 2025, 06:08 by Jessica Moore · The Cerbat Gem

Purus Wealth Management LLC raised its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.7% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 14,055 shares of the software giant’s stock after acquiring an additional 1,585 shares during the quarter. Microsoft makes up 2.4% of Purus Wealth Management LLC’s holdings, making the stock its 9th largest holding. Purus Wealth Management LLC’s holdings in Microsoft were worth $6,991,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. WFA Asset Management Corp lifted its holdings in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant’s stock valued at $427,000 after buying an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. grew its stake in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant’s stock worth $5,658,000 after acquiring an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC grew its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant’s stock worth $1,144,000 after acquiring an additional 2,138 shares in the last quarter. Wealth Group Ltd. increased its position in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant’s stock worth $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its stake in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant’s stock valued at $9,735,000 after acquiring an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 129,349 shares in the company, valued at $63,577,620.48. This trade represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Takeshi Numoto sold 2,850 shares of the company’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total value of $1,364,352.00. Following the transaction, the executive vice president directly owned 55,782 shares in the company, valued at approximately $26,703,959.04. The trade was a 4.86% 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 54,100 shares of company stock valued at $27,598,872 in the last 90 days. Insiders own 0.03% of the company’s stock.

Microsoft Trading Up 0.5%

Shares of NASDAQ:MSFT opened at $483.16 on Monday. The company has a market capitalization of $3.59 trillion, a PE ratio of 34.36, a P/E/G ratio of 1.81 and a beta of 1.07. The company has a current ratio of 1.40, a quick ratio of 1.39 and a debt-to-equity ratio of 0.10. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The business’s fifty day simple moving average is $507.29 and its 200-day simple moving average is $501.59.

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

Microsoft Dividend Announcement

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

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Citigroup boosted their price target on Microsoft from $682.00 to $690.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Mizuho lowered Microsoft from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Jefferies Financial Group reiterated a “buy” rating and issued a $675.00 target price on shares of Microsoft in a report on Wednesday, December 3rd. The Goldman Sachs Group reissued a “buy” rating and set a $630.00 price target on shares of Microsoft in a research report on Tuesday, October 28th. Finally, UBS Group restated a “buy” rating and issued a $650.00 price objective on shares of Microsoft in a report on Thursday, October 30th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $632.34.

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