Microsoft Corporation $MSFT Shares Sold by Hirtle Callaghan & Co LLC

Key Points

• Hirtle Callaghan & Co LLC reduced its stake in Microsoft Corporation (MSFT) by 87.3%, selling 30,934 shares and holding 4,508 shares valued at approximately $1.69 million.
• A number of hedge funds adjusted their positions, with WFA Asset Management Corp increasing its stake by 27% and Discipline Wealth Solutions LLC growing its position by 410.4%.
• Multiple analysts have upgraded their ratings on Microsoft, with Barclays maintaining an "overweight" rating and Royal Bank of Canada raising its price target from $525 to $640.

Hirtle Callaghan & Co LLC lowered its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 87.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,508 shares of the software giant's stock after selling 30,934 shares during the period. Hirtle Callaghan & Co LLC's holdings in Microsoft were worth $1,692,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in MSFT. Newton One Investments LLC boosted its position in Microsoft by 66.7% during the first quarter. Newton One Investments LLC now owns 75 shares of the software giant's stock valued at $28,000 after purchasing an additional 30 shares in the last quarter. Ball & Co Wealth Management Inc. acquired a new stake in Microsoft in the fourth quarter worth about $31,000. LSV Asset Management acquired a new stake in Microsoft in the fourth quarter worth about $44,000. IFS Advisors LLC boosted its holdings in Microsoft by 50.0% in the first quarter. IFS Advisors LLC now owns 150 shares of the software giant's stock worth $57,000 after acquiring an additional 50 shares in the last quarter. Finally, Fairway Wealth LLC acquired a new stake in Microsoft in the fourth quarter worth about $62,000. Hedge funds and other institutional investors own 71.13% of the company's stock.

Insider Buying and Selling

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 790,852 shares of the company's stock, valued at approximately $399,206,272.56. This represents a 15.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the stock in a transaction that occurred on Tuesday, August 12th. The stock was sold at an average price of $527.32, for a total value of $2,557,502.00. Following the transaction, the executive vice president directly owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 0.03% of the company's stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Westpark Capital reaffirmed a "hold" rating on shares of Microsoft in a report on Thursday, July 31st. BMO Capital Markets boosted their price objective on Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Morgan Stanley lifted their price target on Microsoft from $530.00 to $582.00 and gave the stock an "overweight" rating in a research note on Thursday, July 31st. Royal Bank Of Canada boosted their price objective on Microsoft from $525.00 to $640.00 and gave the stock an "outperform" rating in a research note on Thursday, July 31st. Finally, Barclays reiterated an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $612.54.

Microsoft Stock Down 2.6%

Shares of NASDAQ:MSFT traded down $12.97 on Friday, hitting $495.00. 31,963,969 shares of the company's stock were exchanged, compared to its average volume of 19,697,988. The firm's 50-day moving average is $509.93 and its 200 day moving average is $450.85. The company has a market capitalization of $3.68 trillion, a PE ratio of 36.29, a P/E/G ratio of 2.16 and a beta of 1.04. 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 quick ratio of 1.35 and a current ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.35 by $0.30. The firm had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The business's revenue was up 18.1% on a year-over-year basis. During the same period in the prior year, the firm earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Sell-side analysts predict that Microsoft Corporation will post 13.08 EPS for the current year.

Microsoft Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 11th. Shareholders of record on Thursday, August 21st will be given a dividend of $0.83 per share. This represents a $3.32 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Thursday, August 21st. Microsoft's dividend payout ratio (DPR) 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.