Copperwynd Financial LLC Trims Stake in Microsoft Corporation $MSFT

Key Points

• Copperwynd Financial LLC reduced its stake in Microsoft Corporation by 8.2% in the first quarter, owning 11,059 shares valued at approximately $4,151,000.
• Multiple analysts have raised their price targets for Microsoft, with Raymond James and True Financial increasing targets to $570.00 and $675.00 respectively, reflecting a consensus rating of "Moderate Buy."
• Microsoft announced a quarterly dividend of $0.83 per share, with a dividend yield of 0.7%, emphasizing a healthy dividend payout ratio of 24.34%.

Copperwynd Financial LLC reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,059 shares of the software giant's stock after selling 985 shares during the quarter. Microsoft makes up approximately 1.1% of Copperwynd Financial LLC's investment portfolio, making the stock its 16th biggest position. Copperwynd Financial LLC's holdings in Microsoft were worth $4,151,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of MSFT. Fosun International Ltd increased its position in shares of Microsoft by 0.3% in the 1st quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after acquiring an additional 23 shares during the period. Alliance Wealth Management Group lifted its position in Microsoft by 0.4% during the 4th quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock worth $2,368,000 after acquiring an additional 25 shares during the period. Guidance Point Advisors LLC grew its stake in Microsoft by 0.6% during the 4th quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock valued at $1,811,000 after purchasing an additional 25 shares during the last quarter. Life Planning Partners Inc increased its holdings in shares of Microsoft by 5.1% in the fourth quarter. Life Planning Partners Inc now owns 540 shares of the software giant's stock valued at $228,000 after purchasing an additional 26 shares during the period. Finally, Core Wealth Advisors Inc. raised its stake in shares of Microsoft by 1.5% in the fourth quarter. Core Wealth Advisors Inc. now owns 1,856 shares of the software giant's stock worth $782,000 after purchasing an additional 27 shares during the last quarter. Institutional investors own 71.13% of the company's stock.

Analysts Set New Price Targets

MSFT has been the subject of a number of research reports. Raymond James Financial lifted their target price on Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a report on Monday, July 28th. Truist Financial raised their price target on shares of Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday, August 18th. Wall Street Zen raised shares of Microsoft from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. Oppenheimer increased their price objective on shares of Microsoft from $600.00 to $630.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Finally, Cantor Fitzgerald boosted their target price on shares of Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Microsoft has a consensus rating of "Moderate Buy" and a consensus price target of $612.54.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 sale, the executive vice president directly owned 39,111 shares in the company, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.03% of the stock is currently owned by company insiders.

Microsoft Stock Down 0.6%

MSFT stock opened at $506.69 on Monday. Microsoft Corporation has a one year low of $344.79 and a one year high of $555.45. 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 firm's fifty day moving average is $508.77 and its 200 day moving average is $447.85. The firm has a market cap of $3.77 trillion, a PE ratio of 37.15, a P/E/G ratio of 2.21 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion for 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 company's quarterly revenue was up 18.1% on a year-over-year basis. During the same period last year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts forecast that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

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

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.

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