Microsoft Corporation $MSFT is PFG Investments LLC's 2nd Largest Position

Key Points

• PFG Investments LLC has reduced its holdings in Microsoft by 0.6%, making it the firm's second largest position at 3.6% of their investment portfolio, valued at approximately $61 million.
• Microsoft recently announced an increase in its quarterly dividend from $0.83 to $0.91, set to be paid on December 11, which reflects a dividend yield of 0.7%.
• Several brokerages have raised their target price for Microsoft shares, with estimates reaching as high as $675.00, indicating strong bullish sentiment among analysts, with a consensus rating of "Moderate Buy."

PFG Investments LLC cut its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.6% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 123,073 shares of the software giant's stock after selling 737 shares during the quarter. Microsoft accounts for 3.6% of PFG Investments LLC's investment portfolio, making the stock its 2nd largest position. PFG Investments LLC's holdings in Microsoft were worth $61,218,000 as of its most recent SEC filing.

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

Microsoft Stock Performance

Shares of Microsoft stock opened at $513.58 on Monday. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The business's fifty day simple moving average is $511.82 and its 200-day simple moving average is $477.00. The firm has a market cap of $3.82 trillion, a PE ratio of 37.65, a price-to-earnings-growth ratio of 2.24 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, 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. Equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Increases Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on MSFT. Raymond James Financial increased their target price on shares of Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a research report on Monday, July 28th. Stifel Nicolaus raised their target price on shares of Microsoft from $500.00 to $550.00 and gave the stock a "buy" rating in a research note on Monday, July 28th. Wedbush upped their price target on Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. TD Cowen increased their price target on Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a report on Thursday, July 31st. Finally, Jefferies Financial Group lifted their price objective on Microsoft from $600.00 to $675.00 and gave the stock a "buy" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $618.97.

Insider Buying and Selling at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction on 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 transaction, the executive vice president owned 39,111 shares of the company's stock, valued at $20,624,012.52. This represents a 11.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction 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 completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

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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