Gray Private Wealth LLC Has $1.62 Million Position in Microsoft Corporation $MSFT

Gray Private Wealth LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 26.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,255 shares of the software giant's stock after selling 1,156 shares during the quarter. Microsoft makes up approximately 0.9% of Gray Private Wealth LLC's portfolio, making the stock its 13th largest position. Gray Private Wealth LLC's holdings in Microsoft were worth $1,619,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. DHJJ Financial Advisors Ltd. boosted its holdings in shares of Microsoft by 12.0% during the second quarter. DHJJ Financial Advisors Ltd. now owns 1,830 shares of the software giant's stock worth $910,000 after purchasing an additional 196 shares during the period. Custos Family Office LLC lifted its stake in Microsoft by 42.2% in the second quarter. Custos Family Office LLC now owns 2,125 shares of the software giant's stock valued at $1,057,000 after acquiring an additional 631 shares during the last quarter. Yeomans Consulting Group Inc. lifted its stake in Microsoft by 4.1% in the second quarter. Yeomans Consulting Group Inc. now owns 3,741 shares of the software giant's stock valued at $1,841,000 after acquiring an additional 146 shares during the last quarter. Abundance Wealth Counselors lifted its stake in Microsoft by 3.5% in the second quarter. Abundance Wealth Counselors now owns 22,722 shares of the software giant's stock valued at $11,197,000 after acquiring an additional 764 shares during the last quarter. Finally, Verus Financial Partners Inc. lifted its stake in Microsoft by 3.2% in the second quarter. Verus Financial Partners Inc. now owns 3,349 shares of the software giant's stock valued at $1,686,000 after acquiring an additional 105 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the business's stock in a transaction 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 sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. The trade was a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the business's stock in a transaction 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 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 position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Microsoft Trading Up 0.0%

Shares of Microsoft stock opened at $520.56 on Friday. The firm has a market capitalization of $3.87 trillion, a PE ratio of 38.16, a price-to-earnings-growth ratio of 2.27 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company's fifty day moving average price is $511.45 and its two-hundred day moving average price is $479.79. Microsoft Corporation has a 52-week low of $344.79 and a 52-week high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating 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%. The business's revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders 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 yield of 0.7%. Microsoft's payout ratio is presently 24.34%.

Analysts Set New Price Targets

MSFT has been the subject of a number of analyst reports. Citigroup lifted their target price on shares of Microsoft from $680.00 to $682.00 and gave the company a "buy" rating in a research note on Wednesday. Jefferies Financial Group increased their price objective on Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Weiss Ratings reissued a "buy (b)" rating on shares of Microsoft in a report on Wednesday, October 8th. UBS Group reissued a "buy" rating on shares of Microsoft in a report on Wednesday. Finally, Scotiabank increased their price objective on Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $617.44.

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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