Microsoft Corporation $MSFT is Boyar Asset Management Inc.'s Largest Position

Boyar Asset Management Inc. trimmed its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,019 shares of the software giant's stock after selling 508 shares during the quarter. Microsoft comprises about 13.7% of Boyar Asset Management Inc.'s investment portfolio, making the stock its biggest holding. Boyar Asset Management Inc.'s holdings in Microsoft were worth $20,901,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Brady Martz Wealth Solutions LLC increased its stake in shares of Microsoft by 1.4% in the 1st quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock worth $2,496,000 after acquiring an additional 95 shares in the last quarter. Real Talk Capital LLC increased its stake in shares of Microsoft by 1.6% in the 1st quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock worth $860,000 after acquiring an additional 37 shares in the last quarter. Bank Pictet & Cie Europe AG increased its stake in shares of Microsoft by 3.8% in the 2nd quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant's stock worth $457,119,000 after acquiring an additional 33,382 shares in the last quarter. Modern Wealth Management LLC increased its stake in shares of Microsoft by 39.3% in the 1st quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock worth $54,376,000 after acquiring an additional 40,860 shares in the last quarter. Finally, Well Done LLC increased its stake in Microsoft by 8.9% during the 2nd quarter. Well Done LLC now owns 9,911 shares of the software giant's stock valued at $4,930,000 after purchasing an additional 814 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors.

Microsoft Stock Performance

Shares of MSFT stock opened at $523.61 on Friday. The company has a 50 day moving average price of $511.52 and a 200-day moving average price of $480.95. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The firm has a market capitalization of $3.89 trillion, a PE ratio of 38.39, a P/E/G ratio of 2.27 and a beta of 1.03. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 0.12.

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, topping analysts' consensus estimates of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period in the previous year, the business posted $2.95 earnings per share. The business's revenue for the quarter was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. As a group, equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be issued a $0.91 dividend. The ex-dividend date of this dividend is Thursday, November 20th. This is a positive change from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. Microsoft's payout ratio is 24.34%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price objective for the company in a research note on Thursday, July 31st. Oppenheimer raised their price objective on shares of Microsoft from $600.00 to $630.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Wall Street Zen upgraded shares of Microsoft from a "hold" rating to a "buy" rating in a research note on Saturday, October 11th. Redburn Partners set a $560.00 price objective on shares of Microsoft in a research note on Wednesday. Finally, Wedbush restated an "outperform" rating and set a $625.00 price objective on shares of Microsoft in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $617.44.

Insider Buying and Selling

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

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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