Free Trial

Microsoft Corporation $MSFT Shares Sold by FSR Wealth Management Ltd.

Microsoft logo with Computer and Technology background

FSR Wealth Management Ltd. lowered its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 38.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,022 shares of the software giant's stock after selling 640 shares during the quarter. Microsoft comprises 0.5% of FSR Wealth Management Ltd.'s portfolio, making the stock its 29th largest position. FSR Wealth Management Ltd.'s holdings in Microsoft were worth $384,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Brady Martz Wealth Solutions LLC lifted its holdings in Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after buying an additional 95 shares in the last quarter. Mcdaniel Terry & Co. grew its stake in shares of Microsoft by 6.1% during the fourth quarter. Mcdaniel Terry & Co. now owns 315,594 shares of the software giant's stock valued at $133,023,000 after acquiring an additional 18,052 shares in the last quarter. Strategic Financial Services Inc. increased its position in shares of Microsoft by 7.8% during the fourth quarter. Strategic Financial Services Inc. now owns 17,426 shares of the software giant's stock worth $7,345,000 after acquiring an additional 1,268 shares during the last quarter. Elevate Wealth Advisory Inc. increased its position in shares of Microsoft by 147.9% during the fourth quarter. Elevate Wealth Advisory Inc. now owns 1,748 shares of the software giant's stock worth $737,000 after acquiring an additional 1,043 shares during the last quarter. Finally, Intellus Advisors LLC purchased a new stake in shares of Microsoft during the fourth quarter worth about $16,075,000. Institutional investors and hedge funds own 71.13% of the company's stock.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated 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 sale, the executive vice president owned 39,111 shares in the company, valued at $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have sold a total of 8,850 shares of company stock worth $4,406,512 in the last quarter. 0.03% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

MSFT has been the topic of a number of analyst reports. Bank of America lifted their target price on Microsoft from $585.00 to $640.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Needham & Company LLC reaffirmed a "buy" rating on shares of Microsoft in a research report on Thursday, May 1st. Truist Financial lifted their target price on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday. Scotiabank lifted their target price on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research report on Thursday, July 31st. Finally, JPMorgan Chase & Co. lifted their target price on Microsoft from $465.00 to $475.00 and gave the stock an "overweight" rating in a research report on Thursday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $612.54.

View Our Latest Report on Microsoft

Microsoft Stock Performance

MSFT traded down $3.8540 on Wednesday, hitting $505.9160. 13,218,214 shares of the company's stock were exchanged, compared to its average volume of 22,237,680. The firm has a market cap of $3.76 trillion, a PE ratio of 37.09, a P/E/G ratio of 2.26 and a beta of 1.06. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a fifty day moving average of $504.26 and a two-hundred day moving average of $442.37. 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 (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data 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 firm had revenue of $76.44 billion for 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 quarterly revenue was up 18.1% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts anticipate that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Microsoft Profile

(Free Report)

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.

Read More

Institutional Ownership by Quarter for Microsoft (NASDAQ:MSFT)

Should You Invest $1,000 in Microsoft Right Now?

Before you consider Microsoft, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.

While Microsoft currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

7 Stocks to Buy And Hold Forever Cover

Enter your email address and we'll send you MarketBeat's list of seven stocks and why their long-term outlooks are very promising.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Related Videos

ACT FAST! Congress is Dumping these 3 Stocks
Top 5 Stocks for June: AI Picks That Aren’t NVIDIA
Magnificent 7 Stocks Shift Toward Stability and Selective Growth

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines