Lokken Investment Group LLC Decreases Stock Holdings in Microsoft Corporation $MSFT

Key Points

• Lokken Investment Group LLC reduced its Microsoft stock holdings by 4.1%, now owning 12,802 shares valued at approximately $4.8 million.
• Multiple hedge funds, including Lauer Wealth LLC and Apollon Wealth Management LLC, increased their stakes in Microsoft during the 1st quarter, reflecting ongoing institutional interest in the stock.
• Microsoft's quarterly earnings exceeded expectations, reporting $3.65 EPS and $76.44 billion in revenue, alongside a recently announced dividend of $0.83 per share.

Lokken Investment Group LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,802 shares of the software giant's stock after selling 547 shares during the quarter. Microsoft accounts for approximately 2.0% of Lokken Investment Group LLC's holdings, making the stock its 14th biggest holding. Lokken Investment Group LLC's holdings in Microsoft were worth $4,806,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Lauer Wealth LLC increased its position in Microsoft by 23.4% during the 1st quarter. Lauer Wealth LLC now owns 2,322 shares of the software giant's stock valued at $915,000 after purchasing an additional 441 shares during the period. Apollon Financial LLC boosted its stake in Microsoft by 1.9% in the 1st quarter. Apollon Financial LLC now owns 35,616 shares of the software giant's stock worth $13,370,000 after purchasing an additional 670 shares in the last quarter. Apollon Wealth Management LLC lifted its stake in Microsoft by 19.6% during the 1st quarter. Apollon Wealth Management LLC now owns 341,242 shares of the software giant's stock valued at $128,099,000 after acquiring an additional 55,947 shares during the period. Pioneer Trust Bank N A OR increased its position in shares of Microsoft by 0.9% during the 1st quarter. Pioneer Trust Bank N A OR now owns 69,654 shares of the software giant's stock valued at $26,147,000 after purchasing an additional 607 shares during the last quarter. Finally, Hohimer Wealth Management LLC increased its position in shares of Microsoft by 9.8% during the 1st quarter. Hohimer Wealth Management LLC now owns 88,678 shares of the software giant's stock valued at $33,289,000 after purchasing an additional 7,924 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Microsoft

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. This trade represents a 11.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.03% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several research firms recently issued reports on MSFT. Wells Fargo & Company reissued an "overweight" rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Truist Financial raised their price target on Microsoft from $650.00 to $675.00 and gave the stock a "buy" rating in a research report on Monday, August 18th. Evercore ISI lifted their target price on Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Cantor Fitzgerald raised their price target on Microsoft from $581.00 to $639.00 and gave the company an "overweight" rating in a research note on Thursday, July 31st. Finally, Sanford C. Bernstein lifted their target price on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Microsoft currently has an average rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Stock Down 0.6%

Shares of NASDAQ:MSFT opened at $506.69 on Friday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12. The business has a fifty day moving average of $508.77 and a two-hundred day moving average of $447.33. The stock has a market cap of $3.77 trillion, a P/E ratio of 37.15, a PEG ratio of 2.23 and a beta of 1.06. 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 EPS for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business had revenue of $76.44 billion for the quarter, compared to analyst estimates of $73.79 billion. During the same quarter in the prior year, the company posted $2.95 EPS. The company's quarterly revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be given a $0.83 dividend. The ex-dividend date of this dividend is Thursday, August 21st. This represents a $3.32 dividend on an annualized basis and a yield of 0.7%. Microsoft's dividend payout ratio (DPR) is currently 24.34%.

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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