Microsoft Corporation $MSFT Shares Sold by Beam Wealth Advisors Inc.

Key Points

• Beam Wealth Advisors Inc. reduced its ownership in Microsoft by 6.1% in Q1, now holding 10,762 shares worth approximately $4,040,000.
• Microsoft reported a quarterly earnings per share of $3.65, exceeding estimates, with revenues of $76.44 billion for the quarter.
• The company declared a quarterly dividend of $0.83 per share, with a dividend yield of 0.7%, scheduled for payment on September 11th.

Beam Wealth Advisors Inc. decreased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,762 shares of the software giant's stock after selling 696 shares during the quarter. Microsoft comprises about 1.4% of Beam Wealth Advisors Inc.'s portfolio, making the stock its 16th biggest position. Beam Wealth Advisors Inc.'s holdings in Microsoft were worth $4,040,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in MSFT. Brady Martz Wealth Solutions LLC increased its stake in Microsoft by 1.4% during the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after purchasing an additional 95 shares in the last quarter. Strategic Financial Services Inc. boosted its position in Microsoft by 7.8% in the 4th quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after purchasing an additional 1,268 shares in the last quarter. Elevate Wealth Advisory Inc. lifted its stake in shares of Microsoft by 147.9% in the 4th quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock valued at $737,000 after purchasing an additional 1,043 shares during the period. Intellus Advisors LLC purchased a new stake in Microsoft during the fourth quarter worth $16,075,000. Finally, Meridian Wealth Advisors LLC grew its position in Microsoft by 3.8% during the fourth quarter. Meridian Wealth Advisors LLC now owns 54,910 shares of the software giant's stock valued at $23,144,000 after buying an additional 2,014 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Microsoft Stock Down 2.6%

Shares of MSFT stock traded down $12.97 during trading on Friday, reaching $495.00. The company's stock had a trading volume of 31,963,969 shares, compared to its average volume of 19,697,988. The company has a market capitalization of $3.68 trillion, a price-to-earnings ratio of 36.29, a P/E/G ratio of 2.16 and a beta of 1.04. The stock's 50-day moving average price is $509.93 and its 200 day moving average price is $450.85. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. During the same period in the previous year, the company earned $2.95 earnings per share. Microsoft's quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Stockholders of record on Thursday, August 21st will be issued a $0.83 dividend. This represents a $3.32 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's payout ratio is presently 24.34%.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on MSFT shares. Scotiabank increased their price target on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research report on Thursday, July 31st. TD Cowen increased their price target on Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. KeyCorp upgraded Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target on the stock in a research report on Thursday, July 31st. Westpark Capital reaffirmed a "hold" rating on shares of Microsoft in a research note on Thursday, July 31st. Finally, Truist Financial increased their price objective on Microsoft from $650.00 to $675.00 and gave the company a "buy" rating in a research note on Monday, August 18th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $612.54.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the sale, the executive vice president directly owned 39,111 shares of the company's stock, valued at $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by insiders.

Microsoft Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.