Invst LLC Sells 2,538 Shares of Microsoft Corporation $MSFT

Invst LLC decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,465 shares of the software giant's stock after selling 2,538 shares during the period. Invst LLC's holdings in Microsoft were worth $4,679,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of MSFT. Fosun International Ltd lifted its holdings in shares of Microsoft by 0.3% during the first quarter. Fosun International Ltd now owns 6,633 shares of the software giant's stock valued at $2,490,000 after purchasing an additional 23 shares during the last quarter. Gagnon Securities LLC increased its position in Microsoft by 3.5% during the 1st quarter. Gagnon Securities LLC now owns 704 shares of the software giant's stock valued at $264,000 after buying an additional 24 shares in the last quarter. Alliance Wealth Management Group raised its stake in Microsoft by 0.4% during the fourth quarter. Alliance Wealth Management Group now owns 5,617 shares of the software giant's stock valued at $2,368,000 after buying an additional 25 shares during the last quarter. Guidance Point Advisors LLC boosted its holdings in Microsoft by 0.6% in the fourth quarter. Guidance Point Advisors LLC now owns 4,294 shares of the software giant's stock worth $1,811,000 after acquiring an additional 25 shares in the last quarter. Finally, Orin Green Financial LLC boosted its holdings in Microsoft by 1.2% in the first quarter. Orin Green Financial LLC now owns 2,136 shares of the software giant's stock worth $767,000 after acquiring an additional 25 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Cantor Fitzgerald lifted their price target on Microsoft from $581.00 to $639.00 and gave the stock an "overweight" rating in a research report on Thursday, July 31st. Jefferies Financial Group upped their target price 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. Westpark Capital reissued a "hold" rating on shares of Microsoft in a research report on Thursday, July 31st. Wedbush upped their price objective on Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Finally, Scotiabank increased their target price on Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Microsoft presently has an average rating of "Moderate Buy" and an average price target of $612.54.

Microsoft Trading Up 1.1%

Shares of NASDAQ:MSFT opened at $515.36 on Tuesday. The company has a market cap of $3.83 trillion, a PE ratio of 37.78, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45. The stock has a 50 day moving average of $510.90 and a 200 day moving average of $455.45. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 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 the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The company's revenue was up 18.1% on a year-over-year basis. During the same period last year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Increases Dividend

The business 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 represents a $3.64 annualized dividend and a dividend yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's payout ratio is 24.34%.

Insiders Place Their Bets

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm'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 transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the sale, the chief executive officer owned 790,852 shares in the company, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

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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