Microsoft Corporation $MSFT Shares Sold by BSW Wealth Partners

BSW Wealth Partners reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 10.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,854 shares of the software giant's stock after selling 1,938 shares during the period. Microsoft comprises approximately 1.1% of BSW Wealth Partners' holdings, making the stock its 18th biggest position. BSW Wealth Partners' holdings in Microsoft were worth $7,886,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp boosted its holdings in shares of Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after buying an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in shares of Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its holdings in shares of Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. boosted its holdings in shares of Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its holdings in shares of Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after buying an additional 96 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Microsoft

In related news, CEO Satya Nadella sold 149,205 shares of the business'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 transaction of $75,315,699.90. Following the transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at approximately $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 accessible through the SEC website. Also, EVP Takeshi Numoto sold 4,850 shares of the business's 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 transaction, the executive vice president directly owned 39,111 shares in the company, valued at $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. Company insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of research firms have issued reports on MSFT. Weiss Ratings reissued a "buy (b)" rating on shares of Microsoft in a research note on Wednesday, October 8th. TD Cowen boosted their target price on shares of Microsoft from $580.00 to $640.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Melius Research boosted their target price on shares of Microsoft from $595.00 to $625.00 in a research note on Thursday, September 25th. Jefferies Financial Group boosted their target price on shares of Microsoft from $600.00 to $675.00 and gave the company a "buy" rating in a research note on Thursday, July 31st. Finally, Scotiabank boosted their target price on shares of Microsoft from $500.00 to $650.00 and gave the company a "sector outperform" rating in a research note on Thursday, July 31st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $618.97.

Microsoft Stock Up 0.6%

NASDAQ MSFT opened at $516.79 on Tuesday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35. The company's 50 day simple moving average is $511.72 and its 200 day simple moving average is $478.10. Microsoft Corporation has a 12 month low of $344.79 and a 12 month high of $555.45. The company has a market capitalization of $3.84 trillion, a P/E ratio of 37.89, a PEG ratio of 2.24 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. The business had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm's quarterly revenue was up 18.1% compared to the same quarter last year. During the same period last year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. Equities research analysts expect that Microsoft Corporation will post 13.08 earnings per share for the current fiscal year.

Microsoft Increases Dividend

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

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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