Microsoft Corporation $MSFT Shares Sold by Diversified Trust Co

Key Points

• Diversified Trust Co reduced its Microsoft shares by 3.3%, now holding 215,756 shares valued at $107.3 million.
• CEO Satya Nadella sold 149,205 shares of Microsoft stock, resulting in a 15.87% decrease in his ownership, while EVP Takeshi Numoto sold 4,850 shares.
• Several analysts raised their price targets for Microsoft stock, with BMO Capital Markets setting the highest at $650.00 and a consensus rating of "Moderate Buy".

Diversified Trust Co lessened its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.3% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 215,756 shares of the software giant's stock after selling 7,412 shares during the period. Microsoft makes up 2.4% of Diversified Trust Co's investment portfolio, making the stock its 11th largest holding. Diversified Trust Co's holdings in Microsoft were worth $107,319,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in MSFT. WFA Asset Management Corp lifted its stake 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 worth $427,000 after acquiring an additional 216 shares during the period. Ironwood Wealth Management LLC. lifted its stake 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 worth $5,658,000 after acquiring an additional 38 shares during the period. Discipline Wealth Solutions LLC lifted its stake 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 worth $1,144,000 after acquiring an additional 2,138 shares during the period. Wealth Group Ltd. lifted its stake 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 worth $1,000,000 after acquiring an additional 28 shares during the period. Finally, Eagle Capital Management LLC lifted its stake 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 worth $9,735,000 after acquiring an additional 96 shares during the period. Institutional investors and hedge funds own 71.13% of the company's stock.

Insider Transactions at Microsoft

In other news, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction dated 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 completion of the sale, 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Satya Nadella sold 149,205 shares of Microsoft stock in a transaction dated Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the sale, 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 disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

Analyst Ratings Changes

Several analysts recently commented on MSFT shares. Mizuho raised their price objective on shares of Microsoft from $540.00 to $625.00 and gave the company an "outperform" rating 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. BMO Capital Markets raised their price objective on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research note on Thursday, July 31st. Scotiabank raised their price objective 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. Finally, Wells Fargo & Company reiterated an "overweight" rating and issued a $650.00 price objective (up previously from $600.00) on shares of Microsoft in a research note 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 given a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $614.45.

Microsoft Stock Performance

NASDAQ:MSFT opened at $511.46 on Monday. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 0.12. The firm has a 50-day moving average price of $512.03 and a two-hundred day moving average price of $463.19. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The company has a market capitalization of $3.80 trillion, a P/E ratio of 37.50, a price-to-earnings-growth ratio of 2.23 and a beta of 1.04.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued 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. The business had revenue of $76.44 billion during 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 company's quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. As a group, 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 declared a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a dividend of $0.91 per share. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Microsoft's previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft's payout ratio is presently 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.