Measured Wealth Private Client Group LLC Sells 601 Shares of Microsoft Corporation $MSFT

Key Points

• Measured Wealth Private Client Group LLC has reduced its stake in Microsoft Corporation by 8.6%, selling 601 shares in Q1, which leaves it with 6,422 shares valued at approximately $2.41 million.
• Multiple hedge funds have adjusted their positions in Microsoft, with one firm purchasing shares valued at $31,000 and others boosting their stakes significantly in the last quarter.
• Microsoft recently declared a quarterly dividend of $0.83 per share, with an annual yield of 0.7%, highlighting its ongoing commitment to returning value to shareholders.

Measured Wealth Private Client Group LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.6% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,422 shares of the software giant's stock after selling 601 shares during the period. Microsoft comprises 0.8% of Measured Wealth Private Client Group LLC's holdings, making the stock its 24th largest position. Measured Wealth Private Client Group LLC's holdings in Microsoft were worth $2,411,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Newton One Investments LLC increased its position in shares of Microsoft by 66.7% in the 1st quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after buying an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. bought a new position in Microsoft during the 4th quarter worth about $31,000. LSV Asset Management bought a new position in Microsoft during the 4th quarter worth about $44,000. IFS Advisors LLC increased its holdings in Microsoft by 50.0% during the 1st quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after purchasing an additional 50 shares in the last quarter. Finally, Fairway Wealth LLC bought a new position in Microsoft during the 4th quarter worth about $62,000. Institutional investors own 71.13% of the company's stock.

Insider Activity

In related news, EVP Takeshi Numoto sold 4,850 shares of the firm's stock in a transaction dated 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 in the company, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of the firm's stock in a transaction dated 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 of the company's stock, valued at $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the company. Piper Sandler increased their target price on Microsoft from $600.00 to $650.00 and gave the stock an "overweight" rating in a report on Thursday, July 31st. Wells Fargo & Company reiterated an "overweight" rating and set a $650.00 target price (up previously from $600.00) on shares of Microsoft in a report on Thursday, July 31st. Stifel Nicolaus increased their target price on Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a report on Monday, July 28th. Westpark Capital reiterated a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. Finally, Scotiabank increased their target price on Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $612.54.

Microsoft Stock Up 0.6%

Shares of Microsoft stock traded up $3.20 during trading hours on Monday, reaching $498.20. 16,724,087 shares of the company's stock were exchanged, compared to its average volume of 20,521,180. Microsoft Corporation has a fifty-two week low of $344.79 and a fifty-two week high of $555.45. The stock has a market cap of $3.70 trillion, a P/E ratio of 36.52, a P/E/G ratio of 2.16 and a beta of 1.04. The company has a 50 day moving average of $509.95 and a two-hundred day moving average of $451.72. 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 issued its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business had revenue of $76.44 billion during the quarter, compared to the consensus estimate of $73.79 billion. During the same period last year, the business posted $2.95 EPS. Microsoft's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, sell-side analysts forecast that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 11th. Investors of record on Thursday, August 21st will be paid a $0.83 dividend. This represents a $3.32 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 21st. 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.