Heritage Financial Services LLC Sells 510 Shares of Microsoft Corporation $MSFT

Heritage Financial Services LLC reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,212 shares of the software giant's stock after selling 510 shares during the period. Microsoft accounts for approximately 0.4% of Heritage Financial Services LLC's investment portfolio, making the stock its 15th biggest position. Heritage Financial Services LLC's holdings in Microsoft were worth $4,582,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of MSFT. PMV Capital Advisers LLC raised its position in shares of Microsoft by 5.9% in the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant's stock worth $178,000 after acquiring an additional 20 shares in the last quarter. Seek First Inc. raised its position in shares of Microsoft by 1.5% in the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant's stock worth $675,000 after acquiring an additional 20 shares in the last quarter. Level Financial Advisors raised its position in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant's stock worth $1,333,000 after acquiring an additional 20 shares in the last quarter. Guided Capital Wealth Management LLC raised its position in shares of Microsoft by 0.4% in the 2nd quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant's stock worth $2,688,000 after acquiring an additional 21 shares in the last quarter. Finally, Great Oak Capital Partners LLC raised its position in shares of Microsoft by 0.9% in the 2nd quarter. Great Oak Capital Partners LLC now owns 2,298 shares of the software giant's stock worth $1,157,000 after acquiring an additional 21 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Raymond James Financial lifted their price objective on Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research report on Monday, July 28th. DA Davidson lifted their price objective on Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Wedbush boosted their target price on Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Bank of America boosted their target price on Microsoft from $585.00 to $640.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Finally, Melius Research boosted their target price on Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and a consensus price target of $618.97.

Microsoft Stock Performance

Shares of MSFT opened at $516.79 on Tuesday. 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 stock has a 50 day moving average price of $511.72 and a two-hundred day moving average price of $478.10. The firm has a market capitalization of $3.84 trillion, a P/E ratio of 37.89, a P/E/G ratio of 2.24 and a beta of 1.03. 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 issued its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company's revenue for the quarter was up 18.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced 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. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Thursday, November 20th. Microsoft's dividend payout ratio is currently 24.34%.

Insider Activity at Microsoft

In other news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction that occurred on Wednesday, September 3rd. The stock was 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 $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the transaction, the executive vice president directly owned 39,111 shares of the company's stock, 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. Corporate insiders own 0.03% of the company's stock.

About Microsoft

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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