Microsoft Corporation $MSFT Shares Sold by Enclave Advisors LLC

Enclave Advisors LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 20.0% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 15,934 shares of the software giant's stock after selling 3,983 shares during the period. Microsoft makes up approximately 0.8% of Enclave Advisors LLC's investment portfolio, making the stock its 19th largest position. Enclave Advisors LLC's holdings in Microsoft were worth $5,944,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in MSFT. WFA Asset Management Corp grew its position in 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 acquiring an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. grew its holdings in shares of Microsoft by 1.2% in the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC grew its holdings in shares of Microsoft by 0.4% in the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares in the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Microsoft Price Performance

Shares of NASDAQ MSFT opened at $496.82 on Thursday. The stock's 50-day simple moving average is $438.84 and its 200-day simple moving average is $414.45. The firm has a market capitalization of $3.69 trillion, a PE ratio of 27.66, a price-to-earnings-growth ratio of 1.61 and a beta of 1.11. Microsoft Corporation has a fifty-two week low of $349.20 and a fifty-two week high of $553.72. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.22 and a current ratio of 1.23.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The software giant reported $4.74 EPS for the quarter, beating the consensus estimate of $4.24 by $0.50. The company had revenue of $90.01 billion for the quarter, compared to analyst estimates of $87.62 billion. Microsoft had a net margin of 40.31% and a return on equity of 31.98%. The firm's revenue was up 17.7% on a year-over-year basis. During the same period in the prior year, the firm posted $3.65 earnings per share. As a group, equities research analysts forecast that Microsoft Corporation will post 19.59 EPS for the current fiscal year.

Microsoft Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. This represents a $3.64 annualized dividend and a yield of 0.7%. The ex-dividend date is Thursday, August 20th. Microsoft's dividend payout ratio (DPR) is currently 20.27%.

Wall Street Analyst Weigh In

A number of research firms have issued reports on MSFT. Benchmark reiterated a "buy" rating on shares of Microsoft in a report on Friday, July 24th. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating on shares of Microsoft in a research report on Monday, July 20th. Stifel Nicolaus lifted their target price on Microsoft from $400.00 to $450.00 and gave the company a "hold" rating in a report on Thursday, July 30th. Piper Sandler upped their price target on Microsoft from $540.00 to $550.00 and gave the stock an "overweight" rating in a report on Tuesday, July 28th. Finally, Wolfe Research reaffirmed an "outperform" rating and issued a $550.00 price target on shares of Microsoft in a research report on Thursday, July 30th. Forty-two research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $562.49.

Microsoft News Roundup

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Microsoft will begin disclosing quarterly Azure revenue in fiscal 2027 and consolidate its reporting structure from three segments to two. The added transparency should allow investors to compare Azure more directly with Amazon Web Services and Google Cloud and could highlight the scale of AI-driven demand. Microsoft to reveal Azure cloud sales in financial reporting shift
• Positive Sentiment: Bank of America raised its Microsoft price target to $600 from $500, citing accelerating Azure growth, improving AI efficiency and more than 30 million paid Microsoft 365 Copilot seats. The bullish view reinforces expectations that Microsoft can convert AI infrastructure spending into higher revenue and earnings. Microsoft's AI strategy accelerates cloud growth and efficiency: analysts
• Positive Sentiment: Microsoft is expanding its AI ecosystem through a 20-year power agreement supporting a planned West Texas data center, a HUMAIN partnership targeting up to one million enterprise users in the Middle East and Africa, and new Microsoft 365 Copilot integrations. These agreements support long-term cloud, infrastructure and productivity growth, although near-term profitability depends on execution. Microsoft Signed a 20-Year AI Power Deal With Chevron
• Neutral Sentiment: An EU court rejected Opera’s challenge to Microsoft Edge’s exemption from certain Digital Markets Act obligations. The ruling reduces an immediate regulatory burden for Edge, but its direct financial effect is likely limited. EU court rejects Opera challenge against Microsoft's Edge exemption
• Negative Sentiment: CEO Satya Nadella sold 86,525 MSFT shares worth approximately $43.4 million under a pre-arranged Rule 10b5-1 plan. Although scheduled sales generally do not signal a change in business outlook, the transaction reduced his position by 15.09%; broader insider activity has also consisted entirely of sales over the past six months. Microsoft CEO Satya Nadella Form 4 filing
• Negative Sentiment: Investors remain concerned about Microsoft’s roughly $116 billion in annual property and equipment spending. The AI buildout could drive substantial growth, but depreciation, power constraints and uncertain returns may pressure margins if demand fails to keep pace. Big Tech Spent Over $1 Trillion on AI
• Negative Sentiment: Additional pressure came from reports of a controversial Windows 11 feature, continuing concerns about a Microsoft 365 outage, and criticism surrounding 3,200 Xbox job cuts. These issues may weigh on user sentiment and highlight risks in Microsoft’s consumer and gaming businesses. Xbox layoffs

Insider Activity at Microsoft

In other news, CEO Judson Althoff sold 10,000 shares of Microsoft stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $487.89, for a total transaction of $4,878,900.00. Following the sale, the chief executive officer owned 100,447 shares in the company, valued at approximately $49,007,086.83. The trade was a 9.05% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satya Nadella sold 86,525 shares of the company's stock in a transaction dated Tuesday, September 1st. The shares were sold at an average price of $501.46, for a total value of $43,388,826.50. Following the completion of the sale, the chief executive officer directly owned 486,763 shares of the company's stock, valued at approximately $244,092,173.98. This trade represents a 15.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 108,335 shares of company stock valued at $53,499,700 over the last ninety days. Insiders own 0.03% of the company's stock.

Microsoft Company Profile

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft's product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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