Microsoft Corporation $MSFT Shares Sold by Burr Financial Services LLC

Key Points

• Burr Financial Services LLC reduced its stake in Microsoft by 25.1%, selling 989 shares and now holding 2,957 shares worth $1.47 million.
• Several institutional investors increased their holdings in Microsoft, with 71.13% of the stock owned by institutional investors.
• Microsoft recently announced an increase in its quarterly dividend from $0.83 to $0.91, representing a 0.7% yield.

Burr Financial Services LLC lessened its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 25.1% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,957 shares of the software giant's stock after selling 989 shares during the quarter. Microsoft makes up about 1.2% of Burr Financial Services LLC's portfolio, making the stock its 17th biggest holding. Burr Financial Services LLC's holdings in Microsoft were worth $1,471,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in Microsoft by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock worth $259,539,471,000 after acquiring an additional 7,314,509 shares in the last quarter. Geode Capital Management LLC increased its holdings in Microsoft by 1.9% in the 4th quarter. Geode Capital Management LLC now owns 168,128,024 shares of the software giant's stock worth $70,720,874,000 after acquiring an additional 3,103,212 shares in the last quarter. Norges Bank purchased a new stake in Microsoft in the 4th quarter worth $44,343,058,000. Northern Trust Corp increased its holdings in Microsoft by 16.1% in the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant's stock worth $23,374,718,000 after purchasing an additional 2,306,485 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Microsoft Trading Down 0.7%

Shares of MSFT stock traded down $3.48 on Monday, hitting $514.45. 19,977,512 shares of the stock traded hands, compared to its average volume of 20,503,336. The firm's 50-day moving average price is $511.71 and its two-hundred day moving average price is $458.74. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The stock has a market capitalization of $3.82 trillion, a PE ratio of 37.72, a PEG ratio of 2.26 and a beta of 1.04. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its 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 company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft's revenue was up 18.1% compared to the same quarter last year. During the same quarter last year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. 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. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft's payout ratio is 24.34%.

Insider Activity at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction that occurred 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 owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction 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 approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Wall Street Zen lowered shares of Microsoft from a "buy" rating to a "hold" rating in a report on Saturday. Wedbush upped their target price on shares of Microsoft from $600.00 to $625.00 and gave the stock an "outperform" rating in a report on Thursday, July 31st. Westpark Capital reaffirmed a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. TD Cowen upped their target price on shares of Microsoft from $580.00 to $640.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. Finally, Morgan Stanley upped their target price on shares of Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a report on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $612.54.

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.