Lynch & Associates IN Sells 605 Shares of Microsoft Corporation $MSFT

Key Points

• Lynch & Associates IN reduced its stake in Microsoft Corporation (MSFT) by 0.6%, selling 605 shares, while still maintaining a significant position that makes up 10.4% of its portfolio, valued at approximately $51.69 million.
• Microsoft recently declared a quarterly dividend of $0.91 per share, which represents a boost from the previous $0.83 dividend, equating to an annualized payout of $3.64 and a yield of 0.7% for investors.
• Analysts have raised their price targets for Microsoft, with Morgan Stanley setting a new target of $625.00 and Sanford C. Bernstein adjusting theirs to $637.00, indicating strong confidence in the stock's performance.

Lynch & Associates IN lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 103,923 shares of the software giant's stock after selling 605 shares during the quarter. Microsoft comprises approximately 10.4% of Lynch & Associates IN's portfolio, making the stock its biggest position. Lynch & Associates IN's holdings in Microsoft were worth $51,692,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brady Martz Wealth Solutions LLC boosted its holdings in shares of Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after acquiring an additional 95 shares in the last quarter. Real Talk Capital LLC lifted its position in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock valued at $860,000 after purchasing an additional 37 shares during the period. Modern Wealth Management LLC lifted its position in Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock valued at $54,376,000 after purchasing an additional 40,860 shares during the period. Lantz Financial LLC boosted its holdings in Microsoft by 2.5% in the 2nd quarter. Lantz Financial LLC now owns 24,210 shares of the software giant's stock valued at $12,042,000 after purchasing an additional 580 shares in the last quarter. Finally, Bridgeway Capital Management LLC increased its position in Microsoft by 8.3% during the 1st quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant's stock worth $32,463,000 after purchasing an additional 6,617 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction 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 sale, 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 position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Microsoft Trading Up 2.2%

Microsoft stock opened at $528.57 on Tuesday. The stock has a 50-day moving average price of $513.15 and a 200 day moving average price of $468.70. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The stock has a market cap of $3.93 trillion, a PE ratio of 38.75, a P/E/G ratio of 2.25 and a beta of 1.03. 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 posted its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analyst estimates 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 quarter in the previous year, the business posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. 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%. This is a boost from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio is currently 24.34%.

Analysts Set New Price Targets

Several analysts have recently commented on MSFT shares. Wall Street Zen raised Microsoft from a "hold" rating to a "buy" rating in a report on Friday. Morgan Stanley increased their price objective on Microsoft from $582.00 to $625.00 and gave the stock an "overweight" rating in a research report on Friday, September 26th. Sanford C. Bernstein raised their target price on Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a report on Thursday, July 31st. Evercore ISI boosted their target price on shares of Microsoft from $515.00 to $545.00 and gave the stock an "outperform" rating in a research report on Friday, July 25th. Finally, Westpark Capital reiterated a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $618.47.

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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