GK Wealth Management LLC Reduces Holdings in Microsoft Corporation $MSFT

Key Points

• GK Wealth Management LLC reduced its stake in Microsoft by 9.7%, selling 695 shares, and now owns approximately $3.2 million worth of the stock, making it the firm's 6th largest position.
• Recent analyst reports have generally been positive, with multiple firms raising their price targets for Microsoft's shares, notably Mizuho increasing theirs from $540.00 to $625.00 and Wells Fargo from $600.00 to $650.00.
• Microsoft recently announced a quarterly dividend increase to $0.91 per share, reflecting a boost from the prior dividend of $0.83, as part of a growing trend of financial performance with a net margin of 36.15% reported in its latest earnings.

GK Wealth Management LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 9.7% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 6,435 shares of the software giant's stock after selling 695 shares during the period. Microsoft accounts for approximately 2.9% of GK Wealth Management LLC's portfolio, making the stock its 6th largest holding. GK Wealth Management LLC's holdings in Microsoft were worth $3,201,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of MSFT. WFA Asset Management Corp lifted its stake in shares of Microsoft by 27.0% during the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its stake in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. lifted its stake in shares of Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC raised its stake in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after purchasing an additional 96 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on MSFT shares. BMO Capital Markets increased their price target on shares of Microsoft from $550.00 to $650.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Jefferies Financial Group increased their price target on shares of Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research note on Thursday, July 31st. Wells Fargo & Company reaffirmed an "overweight" rating and set a $650.00 price target (up previously from $600.00) on shares of Microsoft in a research note on Thursday, July 31st. Barclays reaffirmed an "overweight" rating and set a $625.00 price target on shares of Microsoft in a research note on Friday, August 29th. Finally, Stifel Nicolaus increased their price target on shares of Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research note on Monday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $612.54.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated 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 approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft 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 completion of the sale, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft Stock Performance

Shares of NASDAQ MSFT traded down $3.33 during midday trading on Tuesday, hitting $511.12. The company's stock had a trading volume of 2,964,045 shares, compared to its average volume of 22,115,920. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The firm's fifty day moving average price is $511.94 and its 200-day moving average price is $459.59. 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 has a market cap of $3.80 trillion, a P/E ratio of 37.50, a P/E/G ratio of 2.26 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period in the previous year, the business posted $2.95 EPS. The company's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

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

Microsoft Company 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.