Microsoft Corporation $MSFT Shares Sold by Jackson Wealth Management LLC

Jackson Wealth Management LLC lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 132,422 shares of the software giant's stock after selling 1,845 shares during the period. Microsoft comprises about 7.2% of Jackson Wealth Management LLC's investment portfolio, making the stock its 2nd biggest holding. Jackson Wealth Management LLC's holdings in Microsoft were worth $65,868,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. PMV Capital Advisers LLC boosted its stake in shares of Microsoft by 5.9% in the 2nd quarter. PMV Capital Advisers LLC now owns 359 shares of the software giant's stock valued at $178,000 after purchasing an additional 20 shares during the last quarter. Seek First Inc. boosted its stake in shares of Microsoft by 1.5% in the 2nd quarter. Seek First Inc. now owns 1,358 shares of the software giant's stock valued at $675,000 after purchasing an additional 20 shares during the last quarter. Level Financial Advisors boosted its stake in shares of Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant's stock valued at $1,333,000 after purchasing an additional 20 shares during the last quarter. Red Mountain Financial LLC boosted its stake in shares of Microsoft by 0.7% in the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant's stock valued at $1,373,000 after purchasing an additional 20 shares during the last quarter. Finally, Guided Capital Wealth Management LLC boosted its stake in shares of Microsoft by 0.4% in the 2nd quarter. Guided Capital Wealth Management LLC now owns 5,405 shares of the software giant's stock valued at $2,688,000 after purchasing an additional 21 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. Wedbush reiterated an "outperform" rating and set a $625.00 target price on shares of Microsoft in a research report on Wednesday. Piper Sandler boosted their target price on shares of Microsoft from $600.00 to $650.00 and gave the company an "overweight" rating in a research report on Thursday, July 31st. Evercore ISI boosted their target price on shares of Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a research report on Friday, July 25th. Wells Fargo & Company boosted their target price on shares of Microsoft from $650.00 to $675.00 and gave the company an "overweight" rating in a research report on Monday, October 6th. Finally, Sanford C. Bernstein boosted their target price on shares of Microsoft from $540.00 to $637.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $617.44.

Microsoft Stock Performance

MSFT opened at $523.61 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's fifty day moving average price is $511.52 and its two-hundred 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 market cap of $3.89 trillion, a price-to-earnings ratio of 38.39, a PEG ratio of 2.27 and a beta of 1.03.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, topping the consensus estimate of $3.35 by $0.30. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm had revenue of $76.44 billion for the quarter, compared to the consensus estimate of $73.79 billion. During the same quarter in the prior year, the company posted $2.95 earnings per share. The business's revenue was up 18.1% on a year-over-year basis. Microsoft has set its Q1 2026 guidance at EPS. On average, analysts expect that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be issued a $0.91 dividend. This is an increase from Microsoft's previous quarterly dividend of $0.83. This represents a $3.64 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Thursday, November 20th. Microsoft's dividend payout ratio is currently 24.34%.

Insider Activity

In other news, CEO Satya Nadella sold 149,205 shares of the stock in a transaction dated 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the 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 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. Corporate 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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