Kiley Juergens Wealth Management LLC Lowers Stock Holdings in Microsoft Corporation $MSFT

Kiley Juergens Wealth Management LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.9% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 113,671 shares of the software giant's stock after selling 998 shares during the quarter. Microsoft comprises about 13.0% of Kiley Juergens Wealth Management LLC's investment portfolio, making the stock its biggest holding. Kiley Juergens Wealth Management LLC's holdings in Microsoft were worth $56,541,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the stock. Newton One Investments LLC raised its stake in Microsoft by 66.7% during the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after acquiring an additional 30 shares during the period. Ball & Co Wealth Management Inc. bought a new stake in Microsoft during the 4th quarter worth approximately $31,000. Bulwark Capital Corp bought a new stake in Microsoft during the 2nd quarter worth approximately $32,000. Westend Capital Management LLC raised its stake in Microsoft by 386.7% during the 2nd quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after acquiring an additional 58 shares during the period. Finally, LSV Asset Management bought a new stake in Microsoft during the 4th quarter worth approximately $44,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Activity at Microsoft

In related news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred on Tuesday, August 12th. The stock was 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 in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction, the chief executive officer owned 790,852 shares in the company, valued at $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

MSFT has been the topic of several recent analyst reports. Loop Capital lifted their price objective on shares of Microsoft from $550.00 to $600.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. TD Cowen lifted their price objective on shares of Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. DA Davidson lifted their price objective on shares of Microsoft from $600.00 to $650.00 and gave the company a "buy" rating in a research report on Thursday, July 31st. Wells Fargo & Company lifted their price objective on shares of Microsoft from $650.00 to $675.00 and gave the company an "overweight" rating in a research report on Monday, October 6th. Finally, BMO Capital Markets lifted their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $618.47.

Microsoft Price Performance

Shares of MSFT stock opened at $514.05 on Tuesday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The stock has a market capitalization of $3.82 trillion, a price-to-earnings ratio of 37.69, a P/E/G ratio of 2.22 and a beta of 1.03. The stock has a fifty day simple moving average of $512.69 and a two-hundred day simple moving average of $473.23. 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 earnings results 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 business had revenue of $76.44 billion during 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 firm's revenue was up 18.1% on a year-over-year basis. During the same period in the previous year, the company posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. This is an increase from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft's dividend payout ratio (DPR) is 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.

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