Microsoft Corporation $MSFT is NBW Capital LLC's 7th Largest Position

NBW Capital LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 24.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,030 shares of the software giant's stock after selling 11,751 shares during the period. Microsoft comprises about 3.1% of NBW Capital LLC's portfolio, making the stock its 7th largest position. NBW Capital LLC's holdings in Microsoft were worth $13,901,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in MSFT. Ball & Co Wealth Management Inc. purchased a new stake in Microsoft during the fourth quarter worth about $31,000. Newton One Investments LLC increased its holdings in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock worth $28,000 after buying an additional 30 shares during the last quarter. LSV Asset Management purchased a new stake in Microsoft during the fourth quarter worth about $44,000. Fairway Wealth LLC purchased a new stake in Microsoft during the fourth quarter worth about $62,000. Finally, IFS Advisors LLC increased its holdings in Microsoft by 50.0% during the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after buying an additional 50 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction that occurred on 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 directly owned 790,852 shares in the company, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the sale, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. The trade was a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms recently issued reports on MSFT. 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 report on Thursday, July 31st. DA Davidson increased their target price on shares of Microsoft from $600.00 to $650.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Raymond James Financial increased their target price on shares of Microsoft from $490.00 to $570.00 and gave the stock an "outperform" rating in a research report on Monday, July 28th. Royal Bank Of Canada increased their target price on shares of Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. Finally, Sanford C. Bernstein increased their target price on shares of Microsoft from $540.00 to $637.00 and gave the stock an "outperform" rating in a research report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $612.54.

Microsoft Price Performance

MSFT stock opened at $495.00 on Monday. The firm has a 50 day moving average of $509.93 and a 200-day moving average of $451.09. 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 Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The firm has a market capitalization of $3.68 trillion, a P/E ratio of 36.29, a price-to-earnings-growth ratio of 2.16 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 EPS for the quarter, beating 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 company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the business earned $2.95 earnings per share. Microsoft's revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. As a group, sell-side analysts predict that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Announces Dividend

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

Microsoft 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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