Microsoft Corporation $MSFT Shares Sold by E&G Advisors LP

Key Points

• E&G Advisors LP reduced its stake in Microsoft by 4.1%, selling 503 shares and now holding 11,743 shares valued at approximately $5.84 million.
• Various hedge funds increased their holdings in Microsoft, with Modern Wealth Management raising its stake by 39.3%, bringing their total to 144,852 shares valued at $54.38 million.
• Microsoft recently announced a quarterly dividend increase to $0.91 per share, up from the previous $0.83, reflecting a dividend yield of 0.7%.

E&G Advisors LP cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,743 shares of the software giant's stock after selling 503 shares during the period. Microsoft makes up 1.5% of E&G Advisors LP's investment portfolio, making the stock its 13th largest position. E&G Advisors LP's holdings in Microsoft were worth $5,841,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Brady Martz Wealth Solutions LLC raised its holdings in Microsoft by 1.4% in the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant's stock valued at $2,496,000 after buying an additional 95 shares during the period. Real Talk Capital LLC raised its holdings in Microsoft by 1.6% in the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant's stock valued at $860,000 after buying an additional 37 shares during the period. Modern Wealth Management LLC raised its holdings in Microsoft by 39.3% in the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant's stock valued at $54,376,000 after buying an additional 40,860 shares during the period. Lantz Financial LLC raised its holdings in Microsoft by 2.5% in the second quarter. Lantz Financial LLC now owns 24,210 shares of the software giant's stock valued at $12,042,000 after buying an additional 580 shares during the period. Finally, Bridgeway Capital Management LLC raised its holdings in Microsoft by 8.3% in the first quarter. Bridgeway Capital Management LLC now owns 86,477 shares of the software giant's stock valued at $32,463,000 after buying an additional 6,617 shares during the period. 71.13% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently commented on MSFT shares. Wall Street Zen upgraded shares of Microsoft from a "hold" rating to a "buy" rating in a report on Friday. Arete raised their price target on shares of Microsoft from $700.00 to $710.00 and gave the company a "buy" rating in a report on Wednesday. Westpark Capital restated a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. KeyCorp upgraded shares of Microsoft from a "sector weight" rating to an "overweight" rating and set a $630.00 price target on the stock in a report on Thursday, July 31st. Finally, Raymond James Financial raised their price target on shares of Microsoft from $490.00 to $570.00 and gave the company an "outperform" rating in a report on Monday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Microsoft presently has a consensus rating of "Moderate Buy" and a consensus price target of $617.63.

Microsoft Stock Up 0.3%

Shares of NASDAQ:MSFT opened at $517.35 on Friday. 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 company has a fifty day simple moving average of $512.83 and a 200 day simple moving average of $466.63. The firm has a market cap of $3.85 trillion, a PE ratio of 37.93, a price-to-earnings-growth ratio of 2.25 and a beta of 1.03. Microsoft Corporation has a 12-month low of $344.79 and a 12-month high of $555.45.

Microsoft (NASDAQ:MSFT - Get Free Report) last issued its quarterly earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (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 analyst estimates of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The business's revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.95 earnings per share. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be paid a $0.91 dividend. 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%.

Insiders Place Their Bets

In other Microsoft news, CEO Satya Nadella sold 149,205 shares of Microsoft 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 owned 790,852 shares of the company's stock, valued at $399,206,272.56. The trade was a 15.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of Microsoft stock in a transaction 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 of the company's stock, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The disclosure for this sale can be found here. Insiders own 0.03% of the company's stock.

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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