Bright Financial Advisors Inc. Has $488,000 Stake in Microsoft Corporation $MSFT

Bright Financial Advisors Inc. reduced its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 36.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 982 shares of the software giant's stock after selling 572 shares during the quarter. Bright Financial Advisors Inc.'s holdings in Microsoft were worth $488,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of MSFT. Bulwark Capital Corp bought a new position in shares of Microsoft during the second quarter worth about $32,000. Westend Capital Management LLC grew its holdings in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after buying an additional 58 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new position in shares of Microsoft during the fourth quarter worth about $31,000. Newton One Investments LLC grew its stake in Microsoft by 66.7% in the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares in the last quarter. Finally, LSV Asset Management bought a new position in Microsoft in the fourth quarter valued at approximately $44,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Buying and Selling at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by insiders.

Microsoft Stock Performance

NASDAQ:MSFT opened at $522.40 on Friday. The stock has a market cap of $3.88 trillion, a P/E ratio of 38.30, a PEG ratio of 2.29 and a beta of 1.03. The stock has a 50 day simple moving average of $513.39 and a 200 day simple moving average of $470.36. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45.

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

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is presently 24.34%.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. UBS Group restated a "buy" rating and issued a $650.00 price target (up from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Barclays restated an "overweight" rating and issued a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research note on Thursday. Cantor Fitzgerald raised their price target on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Finally, Truist Financial raised their price target 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, thirty-one have given a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $618.47.

About Microsoft

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.

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