Microsoft Corporation $MSFT Shares Sold by Fortis Capital Advisors LLC

Fortis Capital Advisors LLC reduced its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 31,807 shares of the software giant's stock after selling 758 shares during the quarter. Microsoft makes up about 2.8% of Fortis Capital Advisors LLC's portfolio, making the stock its 9th largest holding. Fortis Capital Advisors LLC's holdings in Microsoft were worth $15,821,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. WFA Asset Management Corp lifted its stake in shares of Microsoft by 27.0% in the first 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 in the last quarter. Ironwood Wealth Management LLC. increased its holdings in 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 buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC increased its holdings in Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares during the last quarter. Finally, Eagle Capital Management LLC increased its stake 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 worth $9,735,000 after purchasing an additional 96 shares in the last quarter. 71.13% of the stock is owned by institutional investors.

Insider Activity

In other Microsoft news, EVP Takeshi Numoto sold 4,850 shares of the company's 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 transaction, the executive vice president owned 39,111 shares in the company, valued at approximately $20,624,012.52. This represents a 11.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction dated 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 owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The disclosure for this sale can be found here. 0.03% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on MSFT. Mizuho lifted their target price on shares of Microsoft from $625.00 to $640.00 and gave the stock an "outperform" rating in a research note on Friday, October 17th. UBS Group reiterated a "buy" rating on shares of Microsoft in a research report on Wednesday. Barclays restated an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Weiss Ratings restated a "buy (b)" rating on shares of Microsoft in a report on Wednesday, October 8th. Finally, Scotiabank lifted their target price on shares of Microsoft from $500.00 to $650.00 and gave the stock a "sector outperform" rating in a research note on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, Microsoft has an average rating of "Moderate Buy" and an average price target of $617.44.

Microsoft Stock Up 0.6%

NASDAQ:MSFT opened at $523.61 on Friday. The company has a market capitalization of $3.89 trillion, a PE ratio of 38.39, a P/E/G ratio of 2.27 and a beta of 1.03. The firm's 50-day moving average price is $511.52 and its 200-day moving average price is $480.95. Microsoft Corporation has a 1-year low of $344.79 and a 1-year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced 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 company had revenue of $76.44 billion for the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. Microsoft's revenue was up 18.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. On average, equities analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Shareholders of record on Thursday, November 20th will be paid a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 annualized dividend and a yield of 0.7%. This is an increase from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio (DPR) is currently 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.

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