Investment Advisory Services Inc. TX ADV Cuts Stock Position in Microsoft Corporation $MSFT

Investment Advisory Services Inc. TX ADV cut its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,634 shares of the software giant's stock after selling 1,021 shares during the quarter. Microsoft makes up 6.4% of Investment Advisory Services Inc. TX ADV's portfolio, making the stock its 3rd largest position. Investment Advisory Services Inc. TX ADV's holdings in Microsoft were worth $19,217,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in MSFT. Vanguard Group Inc. increased its stake in shares of Microsoft by 1.1% during the 1st quarter. Vanguard Group Inc. now owns 691,386,214 shares of the software giant's stock worth $259,539,471,000 after purchasing an additional 7,314,509 shares during the last quarter. Kingstone Capital Partners Texas LLC increased its stake in shares of Microsoft by 564,387.1% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant's stock worth $45,040,162,000 after purchasing an additional 90,533,328 shares during the last quarter. Northern Trust Corp increased its stake in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Microsoft by 3.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 62,267,822 shares of the software giant's stock worth $23,374,718,000 after purchasing an additional 2,306,485 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Microsoft by 9.8% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 59,961,337 shares of the software giant's stock worth $25,273,704,000 after purchasing an additional 5,370,546 shares during the last quarter. 71.13% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

MSFT has been the topic of several recent analyst reports. Sanford C. Bernstein boosted their price objective on shares of Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Weiss Ratings reiterated a "buy (b)" rating on shares of Microsoft in a research note on Wednesday, October 8th. Piper Sandler upped their price target on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Evercore ISI upped their price target on shares of Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a research note on Friday, July 25th. Finally, Morgan Stanley restated an "overweight" rating on shares of Microsoft in a research report on Thursday, October 9th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $618.47.

Microsoft Stock Performance

Shares of Microsoft stock opened at $513.43 on Thursday. The company has a 50 day moving average of $512.18 and a 200-day moving average of $473.79. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The company has a market cap of $3.82 trillion, a PE ratio of 37.64, a price-to-earnings-growth ratio of 2.24 and a beta of 1.03.

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

Microsoft Increases Dividend

The company 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 dividend of $0.91 per share. 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 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is currently 24.34%.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 790,852 shares of the company's stock, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred 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 transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

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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