Dynamic Advisor Solutions LLC Sells 6,871 Shares of Microsoft Corporation $MSFT

Dynamic Advisor Solutions LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 124,487 shares of the software giant's stock after selling 6,871 shares during the quarter. Microsoft makes up 1.3% of Dynamic Advisor Solutions LLC's holdings, making the stock its 6th biggest holding. Dynamic Advisor Solutions LLC's holdings in Microsoft were worth $46,436,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. grew its position in shares of Microsoft by 2.3% in the 4th quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant's stock valued at $347,211,391,000 after buying an additional 15,955,898 shares during the last quarter. State Street Corp raised its position in shares of Microsoft by 2.1% during the fourth quarter. State Street Corp now owns 306,150,608 shares of the software giant's stock worth $148,060,557,000 after acquiring an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Microsoft by 1.1% in the fourth quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant's stock worth $88,056,019,000 after acquiring an additional 1,911,142 shares during the period. Morgan Stanley boosted its holdings in Microsoft by 0.8% in the fourth quarter. Morgan Stanley now owns 121,220,561 shares of the software giant's stock valued at $58,624,690,000 after acquiring an additional 980,439 shares during the last quarter. Finally, Norges Bank acquired a new stake in Microsoft during the 4th quarter valued at approximately $50,664,631,000. 71.13% of the stock is currently owned by institutional investors.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $483.24 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The stock has a market cap of $3.59 trillion, a PE ratio of 26.91, a price-to-earnings-growth ratio of 1.55 and a beta of 1.11. The stock has a fifty day moving average of $419.61 and a 200-day moving average of $409.30.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion during the quarter, compared to analysts' expectations of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. Microsoft's revenue for the quarter was up 17.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.65 earnings per share. Equities research analysts anticipate that Microsoft Corporation will post 19.59 earnings per share for the current year.

Microsoft Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, August 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.8%. Microsoft's dividend payout ratio (DPR) is presently 20.27%.

Insider Activity

In other Microsoft news, CEO Judson Althoff sold 10,000 shares of the business's stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $487.89, for a total value of $4,878,900.00. Following the completion of the sale, the chief executive officer directly owned 100,447 shares of the company's stock, valued at $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Takeshi Numoto sold 4,810 shares of the stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $496.48, for a total value of $2,388,068.80. Following the sale, the executive vice president owned 42,677 shares of the company's stock, valued at $21,188,276.96. This represents a 10.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 37,310 shares of company stock valued at $17,256,219. Corporate insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on MSFT. CLSA restated an "outperform" rating on shares of Microsoft in a research report on Thursday, July 30th. Morgan Stanley reiterated an "overweight" rating on shares of Microsoft in a research report on Thursday, July 30th. Guggenheim reissued a "buy" rating and set a $586.00 target price on shares of Microsoft in a research note on Monday, July 27th. China Renaissance dropped their target price on shares of Microsoft from $630.00 to $550.00 and set a "buy" rating on the stock in a report on Monday, May 4th. Finally, Wedbush reiterated an "outperform" rating and set a $575.00 price target on shares of Microsoft in a report on Wednesday, May 13th. Forty-two analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $560.27.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft is reportedly preparing to launch its Maia 300 AI accelerator as soon as this fall and is discussing production with TSMC. Developing proprietary chips could reduce long-term reliance on Nvidia, improve supply-chain control, and support Microsoft’s expanding AI infrastructure. Microsoft’s Betting Big on Its Own AI Chips
• Positive Sentiment: Meta has reportedly become one of Microsoft’s largest Azure AI customers, spending hundreds of millions of dollars annually and consuming substantial computing capacity. The relationship reinforces evidence that enterprise demand is translating into Azure revenue. Meta Emerges as a Major Microsoft Azure AI Client
• Positive Sentiment: Microsoft raised its quarterly dividend to $0.91 per share, while Azure revenue reportedly surpassed $100 billion. Analysts and financial commentators also highlighted a roughly $678 billion backlog and continued strong demand for cloud and AI services. Microsoft Raises Dividend as AI Capital Spending Hits Record Levels
• Neutral Sentiment: Microsoft approved the Horizon 1 Texas data-center project involving IREN, potentially expanding capacity available for AI workloads. The development is strategically relevant, although the near-term financial benefit to Microsoft remains unclear. Microsoft Accepts Horizon 1
• Negative Sentiment: Annual capital spending has climbed nearly 80% to about $115.9 billion, while free cash flow declined. Investors remain focused on whether AI revenue growth will generate adequate returns on this spending. Microsoft Spent $115.9 Billion on AI
• Negative Sentiment: TCI Management reportedly exited its Microsoft position and increased its Alphabet stake, adding a notable institutional-selling signal. Separately, commentary warned that Microsoft’s valuation depends on optimistic earnings forecasts, while higher bond yields could reduce the present value of future AI profits. TCI Exits Microsoft

Microsoft Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

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